SpaceX

August 12, 2026

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SpaceX's $16.8B Terafab Puts Gas and Batteries on the Critical Path

August 1, 2026

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The Same $50K Fee That Screens Datacenters Now Applies to Chevron and Samsung

July 26, 2026

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Sen. Huffman's January Bill Targets the Exemption That Built Fermi and Stargate

July 23, 2026

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Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix

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.