SpaceX & xAI : 10GW–20GW AI Data Center Buildout, Terafab & Supply Chain Strategy

> 10GW compute target (with a 20GW long-term goal) up from ~1.3GW current capacity.

> 60% internal (xAI, SpaceX, Tesla) and 40% external (Anthropic, Google) for the initial 10GW.

> Plans include terrestrial sites, a late 2027 Star Mine space data center, and a 2028 lunar deployment.

> Terafab launching to make proprietary ASICs solely for internal use to dodge geopolitical risks.

> Memphis/South Haven sites mix 3.6–4GW grid, 4GW gas turbines, 2GW Tesla solar, and 2GW Megapack backup.

> Facing tight supply constraints on PCBs, optical modules, transformers, and cooling hardware.

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