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SpaceX News: Latest Releases & Events

SemiAnalysis reports SpaceX now targets about 13GW of AI datacenters by 2027, with 3.6GW under construction, including Colossus 2. In June 2026 it acquired Cursor for $60 billion and prepared a $75 billion IPO; in May, Anthropic secured all compute at Colossus 1. In February SpaceX acquired xAI, aiming for solar-powered orbital data centers.

All 10 SpaceX entries of the AI News timeline, newest first.

2026

November 2026

2026-11-06

  • Huawei's Horinger data center: 7% of Colossus 2
    An Epoch AI analysis using satellite imagery and chip sales estimates finds that Huawei's Horinger campus in Inner Mongolia, likely one of China's largest AI data centers, runs about 105,000 Ascend 910C chips delivering roughly 81,000 H100-equivalents of compute — just 7% of SpaceX's Colossus 2, the world's largest AI data center. The report attributes the gap to Ascend chips being less efficient than Nvidia's export-controlled chips, projects the campus will add over 70% more compute (with next-gen Ascend 950 chips) by early 2028, and concludes China's compute constraints are unlikely to ease in the next two years despite abundant energy. (epoch.ai)
    Huawei Nvidia

2026-11-03

  • SpaceX targets 13GW AI cloud datacenters by 2027
    SemiAnalysis reports that SpaceX has revised its datacenter buildout target up to ~13GW by 2027, with 3.6GW already under construction across Colossus 2, a repurposed Starbase rocket campus, and the TeraFab chip fab site — potentially the largest datacenter capacity ever built by a single company in that timeframe and positioning SpaceX as the world's biggest AI cloud. The report highlights record-breaking build times (~4 months for a greenfield site), the largest US BESS deployment at 5.9GWh, behind-the-meter gas turbines, and Tesla supplying modular MEP equipment to enable the speed. (newsletter.semianalysis.com)
    Tesla xAI

October 2026

2026-10-30

  • Google's Suncatcher runs first orbital AI inference
    Google's Project Suncatcher prototype satellite completed its first end-to-end AI inference in orbit, booting a TPU and returning a haiku from Google DeepMind's Gemma 4 model, a milestone announced by CEO Sundar Pichai. TechCrunch reports that the spacecraft carries four TPUs generating up to 1 kW of power, with two more satellites planned for 2027 to demonstrate inter-satellite optical links for distributed in-orbit inference workloads. (x.com)
    Google

August 2026

2026-08-07

  • SpaceX, Tesla to Build $16.8B Terafab Chip Factory
    SpaceX and Tesla announced plans to build Terafab, a massive semiconductor manufacturing complex in Grimes County, Texas, with an initial investment of $16.8 billion and over 100 million square feet of planned manufacturing space. The facility is intended to secure chip supply exceeding 1 terawatt of compute for the companies' AI efforts, including Tesla's Optimus robots and driverless Cybercabs, as well as SpaceX's planned space-based data centers, with Intel also expected to contribute. (aibusiness.com)
    Tesla Intel

June 2026

2026-06-16

  • SpaceX acquires Cursor for $60B
    SpaceX acquired Anysphere, the parent company of the popular AI coding platform Cursor, for $60 billion to bolster its competitive standing in the agentic AI space. The integration of xAI across Cursor's stack provides SpaceX with an established developer platform to challenge rivals like OpenAI and Anthropic. (aibusiness.com)
    Cursor xAI

2026-06-12

  • SpaceX's $75B IPO Signals New AI Era
    SpaceX's historic $75 billion IPO is poised to value the conglomerate at $1.77 trillion and signals a new era of public financing for the AI industry. The company is solidifying its position as a major AI infrastructure and neocloud provider, planning to use the capital to expand its GPU compute offerings, develop space-based AI data centers, and advance its xAI models. (aibusiness.com)
    xAI

May 2026

2026-05-21

2026-05-07

  • Anthropic and SpaceX/xAI Agree to Major Colossus 1 Compute Deal
    Anthropic secured a deal to use all compute capacity at SpaceX/xAI's Colossus 1 data center in Tennessee, gaining access to over 300 megawatts from more than 220,000 Nvidia GPUs, while xAI retains its larger Colossus 2 facility for its own models. Elon Musk stated he was impressed after meeting with Anthropic's senior team, but reserved the right to reclaim compute if their AI 'engages in actions that harm humanity,' which commentators note introduces a novel supply-chain risk, and the deal also drew criticism over Colossus 1's poor environmental record. (aibusiness.com)
    Anthropic xAI

April 2026

2026-04-08

  • Intel Joins Musk's $25B Terafab Chip Project
    Intel announced it is partnering with Elon Musk on Terafab, an estimated $25 billion semiconductor factory in Texas designed to mass-produce chips for Tesla's autonomous vehicles and humanoid robots as well as SpaceX satellites, with an ambitious production target of 200 billion chips per year. (aibusiness.com)
    Intel Tesla

February 2026

2026-02-03

  • xAI joins SpaceX
    SpaceX’s official update announces the acquisition of xAI to create a vertically integrated "innovation engine" that aims to overcome terrestrial power constraints by deploying a constellation of one million solar-powered orbital data centers. (spacex.com)
    xAI