SpaceX Targets 10GW Datacenters by 2027 Amid Surging AI Inference Margins
FinanceYF5 · x · 2026-08-13
A SemiAnalysis deep dive reports SpaceX plans 6-10GW of new datacenter capacity in 2027, projecting $300B ARR. This is deemed realistic given their extreme construction speed (e.g., Colossus 1's 300MW built in 122 days).
Compute Economics
- Demand: Selling API inference on GB300 clusters could generate over $100B/GW/year in revenue for OpenAI and Anthropic, vastly outweighing the $12B/GW/year rental cost.
- Supply: Microsoft is highlighted as a major offtaker. Able to use OpenAI models without bearing training costs or revenue sharing, Microsoft has added 10GW recently and can easily secure capacity via SpaceX's 90-day cancellable contracts.
Related event: SpaceX Plans 10GW Data Center by 2027, Musk Says(2 posts)→
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