SpaceX

June 23, 2026

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The Deliverable Megawatt Wins: Microsoft Locks 20 Years of Pecos Gas

JERA committed $3 billion to a dedicated gas plant for an unnamed U.S. operator, Texas alone is planning 40 GW of new gas for on-site datacenter power, and SpaceX deployed 19 gas turbines at Colossus 2 near Memphis rather than wait on the grid.

June 6, 2026

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Meitner Is the Template. 430 GW of Applications Are About to Find Out.

SpaceX disclosed $2.8 billion in turbine commitments, including $805 million with 2029 delivery, because utilities elsewhere are rationing interconnection through 2030.

June 3, 2026

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Sequencing Beats Ambition: Power, Water, and Politics Each Bind Separately

SpaceX flagged water scarcity as a material IPO risk, and seven in ten Americans rank water as their top objection to new data centers.

June 2, 2026

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Ride-Through Becomes the New Phase I Discipline for Texas Sites

SpaceX's June IPO prospectus lists water scarcity, drought, and local competition alongside electricity and silicon as core constraints on AI infrastructure.

May 24, 2026

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22,000 MW by 2030 Meets the First Moratorium Call

SpaceX/xAI signed the White House Ratepayer Protection Pledge on March 4-5, committing $2.8 billion in gas turbines and 1.2 GW of primary generation for Colossus, with signatories assuming full responsibility for grid upgrades including unused capacity.

March 25, 2026

Elon Musk announced Terafab at Austin's Seaholm Power Plant, a $20-25 billion joint venture between Tesla, SpaceX, and xAI targeting 100 to 200 million advanced AI chips annually.