SemiAnalysis: SpaceX raises its 2027 data-centre target to about 13 GW
Partly confirmed
The takeaway
SemiAnalysis wrote on Nov 4, 2026 that SpaceX has revised its 2027 data-centre capacity target up to about 13 GW, roughly equal to all the capacity Google built from 1999 to 2026, to be added in 1.5 years.
Status
- Claim
Partly confirmed
- Our reporting
- Medium confidence
- Importance
- 2 of 5
- Last verified
- 4 November 2026
Your AI and this story
- GPT-6 Astra188 days after its cutoff
- Claude Opus 5.5127 days after its cutoff
- Gemini 4 Argon218 days after its cutoff
- Grok 4.7157 days after its cutoff
None of these four assistants can know about it. The closest, Claude Opus 5.5, stops 127 days before it.
Key facts
- ~13 GW target for 2027 (SemiAnalysis analysis, not a SpaceX statement)
What happened
Analyst estimate; paywalled beyond the summary.
Sources
1 source from 1 site. Numbers match the chips in the text.
1 source: 1 press
Press
- SemiAnalysis: Elon is doing it againnewsletter.semianalysis.com, press
Changes
- Filed