SpaceX Bets a Half-Trillion Dollar Data-Center Buildout to Fuel AI’s Next Leap
SpaceX plans a massive expansion of AI compute, targeting 6–10 GW of capacity and potentially spending $300–$500 billion in 2027 on data centers, as it rents large-scale compute capacity to Anthropic and Google and as rivals like Microsoft and Alphabet race to secure chips and land. The boom hinges on favorable economics (high margins and rapid GPU payback), but analysts warn bottlenecks at TSMC and potential price bullwhips could temper the surge and alter ROI and funding dynamics for the broader AI infrastructure push.