Elon Musk says ***** eX (SPCX) is looking to have as much as 20 gigawatts' worth of power, cooling, and electrical infrastructure tied to the company's AI hyperscaler ambitions by the end of next year.
Twenty gigawatts represents an enormous amount of power, nearly half of the 53 gigawatts of new power generation capacity added to the US power grid in 2025. Such large demand is set to be another boon for the industrial companies benefiting from unrelenting demand for the power equipment and other infrastructure needed to support the AI boom, from natural gas turbines to HVAC systems.
"SpaceX commentary on power got our attention," James West, managing director at Melius Research, said in a recent note to clients. "This is a clear positive for equipment suppliers."
Elon Musk has made ***** eX's hyperscaler ambitions a driving focus of the firm, with more than 90% of the company's total addressable market — or roughly $26.5 trillion — forecast to come from AI, per ***** eX's prospectus.
In ***** eX's first earnings call as a public company, Musk said he expects the company to have 2 gigawatts of compute capacity available, with plans to have as much as 10 gigawatts of compute online by the end of next year.
#infrastructure #hyperscaler #next
Twenty gigawatts represents an enormous amount of power, nearly half of the 53 gigawatts of new power generation capacity added to the US power grid in 2025. Such large demand is set to be another boon for the industrial companies benefiting from unrelenting demand for the power equipment and other infrastructure needed to support the AI boom, from natural gas turbines to HVAC systems.
"SpaceX commentary on power got our attention," James West, managing director at Melius Research, said in a recent note to clients. "This is a clear positive for equipment suppliers."
Elon Musk has made ***** eX's hyperscaler ambitions a driving focus of the firm, with more than 90% of the company's total addressable market — or roughly $26.5 trillion — forecast to come from AI, per ***** eX's prospectus.
In ***** eX's first earnings call as a public company, Musk said he expects the company to have 2 gigawatts of compute capacity available, with plans to have as much as 10 gigawatts of compute online by the end of next year.
#infrastructure #hyperscaler #next
3 days ago
