Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years
THE SO WHAT
Targeting ~13 GW of capacity in 1.5 years is less about one company and more about data centers becoming a heavy-industry game — power, land, and vertically integrated build-out. If you rely on third-party cloud, assume your future bargaining power depends on how many of these vertically integrated players actually deliver.
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