SpaceX raises AI computing target to 13 GW by 2027, UBS says

SpaceX has accelerated its AI infrastructure expansion, now targeting 13 gigawatts (GW) of computing capacity by the end of 2027, according to a UBS report, driven by demand for computing power that continues to exceed supply. The company expects to add roughly 10 GW beyond its earlier 2.5-3 GW target, with Elon Musk citing demand strong enough to sell capacity several times over. UBS estimates achieving the 13 GW goal would require around USD 350 billion in capital expenditure. Musk suggested capacity could reach 20 GW in 2027, potentially supporting annual recurring revenue of USD 500 billion to USD 1 trillion. SpaceX's AI-related revenue rose to USD 7.6 billion in the third quarter, and its Starship Flight 14 completed its first orbital mission.