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马斯克为SpaceX家乡240亿美元数据中心寻求税收减免Musk seeking tax breaks for $24B data center in SpaceX's hometown

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2026年5月20日,得克萨斯州星际基地的工人们等待道路重新开放,SpaceX最新版本的巨型火箭“星舰”正在接受测试。Workers in Starbase, Texas, wait for a road to reopen as SpaceX's latest version of it's mega rocket Starship goes through testing on May 20, 2026.

该公司还在该地区申请35台移动燃气涡轮机的许可。据Corbin Hiar、Shelby Webb报道,埃隆·马斯克的SpaceX计划在得克萨斯州建造一座240亿美元的数据中心,并为该项目寻求当地房产税减免。

The company is also pursuing permits for 35 mobile gas-fired turbines in the area. By Corbin Hiar, Shelby Webb Elon Musk’s SpaceX plans to build a $24 billion data center in Texas — and is seeking local property tax breaks for the project.

SpaceX总部所在地、得克萨斯州的小城星基市的市官员周五发布了公开听证会通知,内容涉及SpaceX申请房产税减免及“相关经济开发协议”。三人组成的市委员会——其中两名委员也是SpaceX高管——将在12月9日的听证会上审议该公司的提案。

City officials in Starbase, the tiny Texas town where the aerospace giant is based, on Friday posted a public hearing notice for SpaceX’s request for a property tax abatement and “related economic development agreement.”The three-person city commission — two members of which are also SpaceX executives — will consider the company's proposal at a Dec. 9 hearing.

这项补贴审查发生在民主党当选州长吉娜·希诺霍萨于1月接管之前不久,她一直批评该州的数据中心建设热潮。

The subsidy review comes shortly before Democratic Gov.-elect Gina Hinojosa — a critic of the state's data center building spree — takes control in January.

周五的通知称,该公司计划“建造、拥有并运营一座燃气发电厂和超级计算设施”。SpaceX还在同一地区向得克萨斯州环境质量委员会申请空气排放许可,用于35台移动燃气涡轮机,这些涡轮机将产生约750兆瓦的电力,此信息来自一份9月提交并由当地记者约书亚·莫罗勒斯获得的申请文件。

Friday's notice says the company plans to "construct, own, and operate a gas-fired power plant and super-compute facility." SpaceX is also seeking air permits from the Texas Commission on Environmental Quality in the same area for 35 mobile gas-fired turbines that would produce roughly 750 megawatts, according to an application filed in September and obtained by local journalist Joshua Moroles.

申请的时间表明,SpaceX希望在民主党能够拖慢公司步伐之前,开工建设另一座超大规模数据中心,市场研究公司Measured AI的创始人科里·特里内蒂表示。

The timing of the applications suggests SpaceX is looking to break ground on another hyperscale data center before Democrats can slow the company down, said Corey Trinetti, the founder of Measured AI, a market research firm.

“这看起来像是一个即将启动的项目——可能会在未来几个月内相当迅速地推进,”特里内蒂表示,他此前曾在私募股权和投资银行工作。星基数据中心综合体可能会在“希诺霍萨就职前就获得全部批准”,他说。SpaceX、星基市和TCEQ均未回应置评请求。

"It looks like a project that's going to come together — probably quite rapidly over the next couple months," said Trinetti, who previously worked in private equity and investment banking. The Starbase data center complex could be "fully approved prior to Hinojosa taking office," he said. SpaceX, Starbase and TCEQ didn't respond to requests for comment.

星基市的听证会通知称,该超级项目“可能分多期建设,并包括未来的扩建”。

The Starbase megaproject "may be constructed over multiple phases and include future expansions," the city's hearing notice said.

特里内蒂表示,SpaceX似乎已经开始为数据中心和涡轮机安装打基础。

SpaceX appears to have already begun laying the groundwork for the data center and turbine installation, Trinetti said.

“从卫星图像来看,他们已经在清理土地,并进行一些在取得空气排放许可之前就能开展的前期结构性工作,”他说。“一个一切就绪的项目不会被打断,尤其是如果它已经在施工中。”马斯克在上一次选举中花费超过4.4亿美元,试图限制民主党在中期选举中的得票,他上个月告诉SpaceX投资者,该公司计划在2027年建设至少10吉瓦的人工智能计算能力。德克萨斯州及其他红州即将发生的控制权变更可能会使马斯克的计划复杂化。

"From satellite imagery, it's already clearing land and doing some of the pre-structural work you can do before you have an air permit," he said. A project with "everything in place is not going to be interrupted, particularly if it's under construction already." Musk, who spent over $440 million last election in an attempt to limit Democrats' midterm election gains, told SpaceX investors last month that the company planned to build at least 10 gigawatts of AI compute capacity in 2027. The looming change of control in Texas and other red states could complicate Musk's plans.

数据中心障碍 即使在民主党接管州长官邸和德克萨斯州众议院之前,该州曾对人工智能数据中心持支持态度的立场已经开始转变。两党州议员都表示,他们计划在下一届立法会议期间终止对数据中心的税收优惠。周一是德克萨斯州议员提前为即将召开的立法会议提交法案的第一天,该会议将于1月12日开始。

Data center impediments Even before Democrats take over the governor's mansion and Texas House, the state's once-supportive stance toward AI data centers had already begun to shift. State lawmakers from both sides of the aisle have said they plan to end tax incentives for data centers during the next legislative session. Monday was the first day Texas lawmakers could file bills ahead of the coming legislative session, which begins Jan. 12.

州参议员朱迪斯·扎菲里尼(民主党-拉雷多)提交了一项法案,禁止县和其他市政当局向数据中心提供税收减免。州众议员周一也提交了一项法案,不再允许数据中心为其使用的电力获得销售税豁免,以及一项将阻碍县与数据中心签署保密协议能力的法案。

State Sen. Judith Zaffirini (D-Laredo) filed a bill that would prohibit counties and other municipalities from offering tax abatements to data centers. State representatives also filed a bill on Monday that would no longer allow data centers to receive sales tax exemptions for the power they use, and one that would hamper counties' ability to sign nondisclosure agreements with data centers.

SpaceX此前已采取措施,为其在星基地的运营保障天然气供应,该地包括一个火箭发射场。根据能源研究公司伊斯特戴利分析公司的说法,该公司正在修建一条通往该小镇的8英里长天然气输送管道,预计于1月开通。

SpaceX has previously moved to secure natural gas for its operations in Starbase, which includes a rocket launch site. The company is building an 8-mile gas transmission line to the town that is scheduled to open in January, according to the energy research firm East Daley Analytics.

这条管道可能提供的燃料量表明,“基础设施的规模要么是为了未来显著的[发射]扩张,要么是为了火箭燃料生产之外的额外现场天然气用途,”天然气行业分析师塞尔吉奥·查帕今年早些时候在领英上的一篇帖子中写道。

The amount of fuel that line could provide suggests "the infrastructure is sized either for significant future [launch] scaling or for additional on-site natural gas uses beyond rocket fuel production," wrote Sergio Chapa, a gas industry analyst, in a LinkedIn post earlier this year.

SpaceX的新数据中心可能需要在多年内自行发电,才能接入德克萨斯州电力可靠性委员会,即该州的主力电网。

SpaceX’s new data center would likely need to generate its own power for years before it would be able to plug into the Electric Reliability Council of Texas, the state’s main power grid.

德克萨斯州电力可靠性委员会,即ERCOT,目前正按组别研究拟建的数据中心,而非逐一批准其接入电网。第一组被称为“零批次”,预计将在春季获得分配的电力容量,并将获得当前至2032年间电网上所有的剩余容量。

The Electric Reliability Council of Texas, or ERCOT, is now studying proposed data centers in groups rather than granting them grid access one at a time. The first of those groups, known as Batch Zero, is slated to be given their allocated power amounts in spring, and they’ll be given all the excess grid capacity that exists on the grid between now and 2032.

不属于“零批次”的数据中心项目,其合格申请截止日期为7月,可能需要等待更长时间,直到新增输电和发电设施建成。

Data center projects that aren’t a part of Batch Zero, which had a qualifying deadline in July, will likely have to wait years longer for more transmission and generation to be built.

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