Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud

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, which would exceed all of Google's datacenter capacity built from 1999 to 2026. The report says SpaceX may be the world's fastest datacenter builder, citing Colossus 2 build times of 91 days for 210MW and a planned ~4-month greenfield build at a Mississippi site, plus a datacenter likely planned at the TeraFab chip fab site in Texas. It also tracks over 8GW of likely behind-the-meter power, a ~6GWh BESS deployment at Colossus 2, and a 500kV substation connecting Macrohard (700MW) and MiniHard (450MW) to TVA service.