SpaceX targets 10GW of data center capacity in 2027

SpaceX says it could add 10 gigawatts (GW) of artificial intelligence data center capacity in 2027. Analysts at SemiAnalysis consider the target achievable, though it remains an ambition rather than a confirmed outcome.

SemiAnalysis estimates SpaceX could expand its computing infrastructure from about 3GW to more than 10GW across several sites. It says Colossus 2’s electricity generation capacity rose from 0.4GW in January toward 2.4GW by December. The site reportedly has 89 gas turbines with about 2.5GW of capacity and 1,377 Tesla Megapack battery systems. Environmental limits are expected to cap permitted turbine output at about 1.24GW. The site is also expected to receive about 1.2GW from the grid, while analysts estimate a further 300MW is needed.

SpaceX reportedly has temporary permission from Mississippi authorities to run additional turbines, provided it phases them out by July 2027. SemiAnalysis says Tesla manufacturing could help supply modular electrical and mechanical equipment, reducing reliance on conventional suppliers.

The analysts identified about 9GW of potential computing capacity in the development pipeline. Elon Musk said Colossus 2 was operating 550,000 GPUs as of September 25, though their distribution among buildings is unclear. Construction at other projects, including Gun Range and Project SPAM, is also progressing. However, buildings still need power connections, cooling systems and servers to become operational. SpaceX also needs enough GPUs, memory and power equipment, and faces regulatory limits, construction-material constraints and local opposition.