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Moment

SpaceX Is Now a Neo-Hyperscaler With a Gas Plant

2026年11月13日 1 分钟阅读

Two campuses totalling over $74 billion, including a 6 GW Arizona site and 35 gas turbines at Starbase.

SpaceX published its “Building the Future” update on 12 November 2026, committing more than $74 billion to two AI supercomputing campuses: roughly $50 billion for a 747-acre site in Cochise County, Arizona, with up to nine buildings and 6 GW at full build, plus $24 billion at Starbase, Texas, where 35 gas turbines provide an initial 748 MW. The AI division booked $7.56 billion in the third quarter, more than half of company revenue. The commercial read is that power, not silicon, has become the entry ticket, and the Arizona application sits next to a coal plant slated for retirement — which is why a 2,400-signature petition and a 9 December hearing now matter to the buildout schedule.

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