A scant two weeks ago, Elon Musk made yet another bold claim: he was "highly confident" that SpaceX could build 10 GW of data center capacity in 2027 alone. The grandiose statement raised a few eyebrows, but in a detailed write-up, the analysts at Semiaccurate explain how that's actually doable... if the stars align. That +10 GW figure over the existing 3 GW would mean the company had built in as much data center capacity in 1.5 years as Google did in its entire existence, according to the post. The site notes that should this forecast ring true, that would make SpaceX the fastest-building hyperscaler on the planet, far outpacing every other player.

As proof of progress, the analysts point to how quickly the Colossus 1 and Colossus 2 buildouts are progressing, estimated from aerial shots and available information. They note that Colossus 2's power generation capacity went from only 0.4 GW in January to a projected 2.4 GW by the time the year is out, at the rate that the relevant hardware is popping up. The site tallies up 9 GW of potential data center capacity across the sites it's tracking, including Colossus and Starbase facilities.

Notably, the facility includes 89 turbines capable of delivering approximately 2.5 GW, helped along by a total of 1377 Tesla battery Megapacks, all already on the campus. Due to emissions regulations, the facility will only eventually be allowed to operate roughly 1.24 GW of its own turbines.

2 GW eventually coming in from the grid, there's a 300 MW shortfall to be filled by the batteries, which Semianalysis expects will top up with compute load variation and possibly external power.

Source link