SpaceX

September 22, 2026

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Gov. Abbott Ties Noncompliance to Denial of Grid Connection

September 19, 2026

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PUCT Locks $50K/MW Study Bond Into 16 TAC 25.194, Effective Oct 8

September 10, 2026

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Selene, Horizon Junction, and Hubbard Stack in One Multi-GW Texas Window

September 3, 2026

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Prosper Zoning Blocks White Rose's $580M on 1,600 Precinct Votes

August 12, 2026

SpaceX is planning to power its $16.8 billion Terafab semiconductor and AI campus in Grimes County entirely with on-site generation and battery storage, not routine grid electricity.

August 1, 2026

The Public Utility Commission of Texas and ERCOT approved the batch rules in June; more than 90% of the 474,000 MW in the current queue are datacenters, but the same fee applies to Samsung, Chevron expansions, and the next SpaceX.

July 26, 2026

SpaceXAI is scouting 1 GW across Austin, Bastrop, and Conroe, per The Information, with job postings signaling active site work.

July 23, 2026

Separately, SpaceX AI is scouting multiple Texas sites for a gigawatt-scale build, per Supermicro CEO Charles Liang, though no location or timeline is confirmed.

June 23, 2026

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

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

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

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

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.