SpaceX Plans Ten Gigawatt Power Infrastructure Expansion by 2027
SpaceX is planning to expand its power infrastructure by an incremental six to eight gigawatts in 2027, with the potential to reach up to ten gigawatts, representing an estimated $300 billion to $500 billion in capital expenditures. Analysis of the SemiAnalysis Tokenomics Model and Inference Simulator indicates that frontier model companies like OpenAI, Anthropic, and Microsoft could generate over $100 billion per gigawatt-year of revenue by running API inference on GB300 clusters, compared to operating costs of $12 billion per gigawatt-year. Microsoft is highlighted as a primary candidate for offtake due to its licensed access to OpenAI models. (source: https://newsletter.semianalysis.com/p/spacex-10gw-in-2027-why-its-real)