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Deep & Emerging Tech·November 12, 2026·1 min read

SpaceX plans $74B of AI computing centres in Arizona and Texas

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A $74B plan for AI supercomputing campuses—with dedicated gas power near Starbase—pushes AI infra firmly into the energy-and-industrial domain, not just cloud. If you rely on large-scale training or inference, start mapping power, water, and permitting risk alongside chip supply in your capacity planning.