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SpaceX has raised its 2027 capacity target from about 10 gigawatts to about 13, according to SemiAnalysis, which says that roughly equals everything Google built from 1999 to 2026. It counts 3.6 gigawatts under construction and more than 9 identified.
Starbase may host over 1 gigawatt across two data centers, and a planned chip plant in Grimes County, Texas may include another. The Texas pieces are the ones a new governor could touch.
The largest build so far sits on the Memphis and Mississippi side, where Southaven's turbines can run 2.7 gigawatts now but must drop to 1.24 gigawatts by July 2027 under a signed requirement. SemiAnalysis tracks more than 8 gigawatts of likely on-site power, the kind of supply that sidesteps a grid queue.
SemiAnalysis says SpaceX now targets 13 gigawatts of data centers by 2027, with sites in Mississippi and Texas
SpaceX has raised its 2027 capacity target from about 10 gigawatts to about 13, according to SemiAnalysis, which says that roughly equals everything Google built from 1999 to 2026. It counts 3.6 gigawatts under construction and more than 9 identified. Starbase may host over 1 gigawatt across two data centers, and a planned chip plant in Grimes County, Texas may include another.
The Texas pieces are the ones a new governor could touch. The largest build so far sits on the Memphis and Mississippi side, where Southaven's turbines can run 2.7 gigawatts now but must drop to 1.24 gigawatts by July 2027 under a signed requirement. SemiAnalysis tracks more than 8 gigawatts of likely on-site power, the kind of supply that sidesteps a grid queue. SourcesC
Sources
- CElon is doing it again: SpaceX (SemiAnalysis, free portion only)newsletter.semianalysis.com
This story ran in the Morning Brief of November 4th 2026.