SemiAnalysis: SpaceX will become the world's largest AI cloud, with ~13GW targeted for 2027

SemiAnalysis reports that SpaceX now has 3.6GW of datacenter capacity under construction across multiple sites and has raised its 2027 estimate to roughly 13GW, up from the 10GW figure it gave on its first earnings call. The firm says it has already identified more than 9GW of feasible capacity and argues SpaceX may be the fastest datacenter builder in the world, citing Colossus 2 build times of 91 days for 210MW and a new Mississippi site targeted at about 4 months. It also flags a likely datacenter at the TeraFab chip fab site in Texas and a BESS deployment at Colossus 2 approaching 6GWh.