SemiAnalysis:
Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years  —  Making 13GW in 1.5 Years A Reality, Repurposing Rocket Ship Campuses, A Datacenter at TeraFab?  —  Reyk Knuhtsen, Jeremie Eliahou Ontiveros, and Dylan Patel