SpaceX

Aerospace · AI Infrastructure · Data Centers

Expansion

SpaceX plans $74B AI supercomputing campuses in Texas, Arizona

Its AI unit now drives more than half of quarterly revenue, pushing the rocket company deeper into power-hungry data center territory.

• SpaceX announced plans to invest more than $74 billion in two AI supercomputing campuses: roughly $50 billion in Cochise County, Arizona, and over $24 billion at Starbase, Texas.
• Once known purely for rockets and Starlink, SpaceX has repositioned as an AI infrastructure provider since its February acquisition merged Elon Musk's xAI and its Grok models into the company.
• The Texas site will build, own and operate its own gas-fired power plant off the public grid, while the Arizona campus will draw on local electric cooperatives and renewable resources with dry cooling.
• Arizona is projected to create about 5,500 construction jobs and 1,000 permanent roles; Texas has already generated over 3,000 construction jobs and is expected to sustain 500-plus permanent positions.
• SpaceX's existing AI compute is concentrated in Memphis at its Colossus I and II clusters, which drew lawsuits from the NAACP and environmental groups over unpermitted gas generators.
• The Arizona project already faces a 2,400-signature petition opposing the permit, and the announcement lands just over a week after voters nationwide pushed back against data center development.
• The scale of SpaceX's build-out shows AI infrastructure races now rival hyperscalers in size and controversy, dragging aerospace and satellite firms into the same grid and water fights as Big Tech.