Elon Is Doing It Again: SpaceX Will Be The World’s Biggest AI Cloud

Why it matters

This report argues that SpaceX has become the fastest datacenter builder in the world, with multiple sites under construction simultaneously and an internal target for 2027 that has been revised sharply upward. The author, a datacenter industry analyst, claims to have identified more capacity than SpaceX has secured power for, and highlights rapid build times at Colossus 2, a Memphis expansion known as MiniHard, a Mississippi plot, and the Starbase rocket campus in Texas, which is said to be converting to host datacenters. The report also suggests TeraFab, SpaceX's planned chip fabrication venture in Texas, may include a datacenter potentially rented to third parties. The context is SpaceX's push into compute infrastructure alongside xAI, using behind-the-meter power strategies such as truck-mounted turbines and large battery storage. Much of this rests on the analyst's own modeling, preconstruction observations, and local filings rather than confirmed company disclosures, so readers should treat the projections as informed speculation rather than verified plans.