SpaceX 10GW in 2027
SpaceX aims to build 10GW of data center capacity by 2027 to support the massive energy demands of AI inference. Analysts suggest this ambitious infrastructure project is financially viable due to the high profitability of AI model companies like OpenAI and Anthropic.
Why it matters
The massive capital expenditure on energy infrastructure for AI highlights the critical bottleneck of power supply in the rapid expansion of generative AI technologies.
135 4 8 Share Elon Musk shocked the world, once again, when he announced on SpaceX’s first earnings his Gigawatt ambitions for next year. He “conservatively” aims to build & deliver an incremental 6-8GW in 2027 alone, with potential for that number to be well above +10GW. At 50B per GW, that’s $300-500B in capex in 2027, on par with what we expect from AWS and Google – an unbelievable number for a company significantly less profitable than rival hyperscalers.
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