SpaceX/xAI could own 16% of world AI compute by end-2027, chart estimates
mitchdeg · x · 2026-11-03
An infographic estimates AI compute ownership by data-center power: end-2025 total is 26 GW with SpaceX/xAI at just 2% (0.6 GW), behind Google (23%), Microsoft (16%) and Amazon (13%). If SpaceX hits its targets of 2.75 GW in 2026 and 13 GW by end-2027, its share jumps to 16% of a 79 GW global total, tied with Google for #1. The poster bets this is only the beginning. Sources include Epoch AI, company capex guidance; China estimates include smuggled chips.
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