{"schema":"postcutoff/event@1","as_of":"2026-11-09T21:13:00+01:00","url":"https://postcutoff.com/e/2026-11-04-spacex-13gw-data-center-target-semianalysis/","md":"https://postcutoff.com/e/2026-11-04-spacex-13gw-data-center-target-semianalysis/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"human editor","policy":"https://postcutoff.com/about/"},"license":null,"id":"2026-11-04-spacex-13gw-data-center-target-semianalysis","date":"2026-11-04","date_precision":"day","short_title":"SemiAnalysis: SpaceX raises its 2027 data-centre target to about 13 GW","deck":null,"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.","category":"hardware-compute","category_label":"Chips & compute","importance":2,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":[{"n":1,"title":"SemiAnalysis: Elon is doing it again","url":"https://newsletter.semianalysis.com/p/elon-is-doing-it-again-spacex-will","type":"press","group":"press","domain":"newsletter.semianalysis.com"}],"official":0,"filed":"2026-11-04","updated":"2026-11-04","orgs":["SpaceX","xAI"],"title":"SemiAnalysis: SpaceX raises its 2027 data-centre target to about 13 GW","summary":"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.","key_facts":["~13 GW target for 2027 (SemiAnalysis analysis, not a SpaceX statement)"],"key_numbers":[],"tags":["data-centers","compute","spacex"],"science":null,"body_md":"## What happened\n\nAnalyst estimate; paywalled beyond the summary.","disputed":[],"related":[],"people":[],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-11-04","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-11-04","run":null,"sources_read":null,"updated":"2026-11-04","human_review":null,"version":{"date":"2026-11-04"}},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":188,"in_training_data":false},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":127,"in_training_data":false},{"model_id":"gemini-4-argon","name":"Gemini 4 Argon","cutoff":"2026-03","days_after":218,"in_training_data":false},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":157,"in_training_data":false}],"short_url":null}