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SpaceX scales AI cloud to 13GW by 2027, outpacing Google’s 1999-2026 total

SpaceX is accelerating its AI cloud expansion, revising its 2027 target from 10GW to ~13GW—nearly matching Google’s total datacenter capacity built between 1999 and 2026 in just 1.5 years. The company has already broken ground on 3.6GW across multiple sites, including retrofitted rocket facilities like Starbase and Colossus 2, where construction speeds now average 91 days per 210MW, half the…

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Key points

  • SpaceX revised its 2027 AI cloud capacity to **~13GW**, up from 10GW, matching Google’s 1999–2026 total in 1.5 years
  • Construction speeds now average **91 days per 210MW**, with a **Mississippi site** targeting 4-month completion for greenfield builds
  • Colossus 2’s **Project SPAM** aims to break its own record, targeting December 2026 for first tranches, using Tesla’s modular MEP equipment
Read the original at SemiAnalysis · by Reyk KnuhtsenOpen source ↗
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