据行业研究机构SemiAnalysis于2026年11月3日发布的报告,SpaceX已将其2027年数据中心容量目标上调至约13吉瓦。
SpaceX Expands 2027 Data Center Target to 13GW Across US Sites, SemiAnalysis Reports SpaceX has revised its 2027 data center capacity target upward to roughly 13 gigawatts, according to a report published by industry research boutique SemiAnalysis on November 3, 2026.
该公司已确定超过9吉瓦的容量,其中3.6吉瓦正在建设中,涉及孟菲斯的Colossus 2、南得克萨斯的Starbase以及计划在得克萨斯州格莱姆斯县建设的TeraFab项目等多个站点。
The firm has identified over 9 gigawatts of capacity, with 3.6 gigawatts currently under construction across sites including Colossus 2 in Memphis, Starbase in South Texas, and the planned TeraFab project in Grimes County, Texas.
得益于与特斯拉的模块化制造协同效应,建设周期已缩短至每座设施四到五个月。
Construction schedules have accelerated down to four to five months per facility, supported by modular manufacturing synergies with Tesla.
为满足巨大的电力需求,SpaceX正在部署一种混合基础设施策略,包括超过8吉瓦的表后天然气发电、田纳西河谷管理局电网互联,以及创纪录的5.9吉瓦时电池储能系统部署。
To satisfy enormous power requirements, SpaceX is deploying a hybrid infrastructure strategy consisting of over 8 gigawatts in behind-the-meter natural gas generation, Tennessee Valley Authority grid interconnections, and a record 5.9-gigawatt-hour battery energy storage system deployment.