SpaceX's plan to build more data center compute than Google's entire lifetime capacity in just 1.5 years is possible, say analysts

A scant two weeks ago, Elon Musk made yet another bold claim: he was "highly confident" that SpaceX could build 10 GW of data center capacity in 2027 alone. The grandiose statement raised a few eyebrows, but in a detailed write-up, the analysts at Semiaccurate explain how that's actually doable... if the stars align. That +10 GW figure over the existing 3 GW would mean the company had built in as much data center capacity in 1.5 years as Google did in its entire existence, according to the post. The site notes that should this forecast ring true, that would make SpaceX the fastest-building hyperscaler on the planet, far outpacing every other player.

As proof of progress, the analysts point to how quickly the Colossus 1 and Colossus 2 buildouts are progressing, estimated from aerial shots and available information. …