SpaceX’s AI Deals Demand More Capacity

SpaceX is expanding ground-based data-center capacity for AI compute customers, with roughly 1.

4 gigawatts reported operating by mid-2026 and a major hosting agreement expected to begin billing in December. Capacity targets vary across reports, ranging from about 5–10 gigawatts to a higher projection, while the company is also pursuing a proposed orbital data-center system. Delivering the contracted capacity will depend on building and powering facilities at scale; the orbital plan additionally depends on regulatory approval and execution.