SpaceX raises 2027 data center capacity target to ~13GW, SemiAnalysis says
SemiAnalysis reports that SpaceX has revised its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999 to 2026, to be built in 1.5 years. The analysis highlights this as a high-signal industry development for AI infrastructure supply.
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SemiAnalysis : Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years — Making 13GW in 1.5 Years A Reality, Repurposing Rocket Ship Campuses, A Datacenter at TeraFab? — Reyk Knuhtsen, Jeremie Eliahou Ontiveros, and Dylan Patel

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