SpaceX says it could build more data center compute than Google's entire lifetime capacity in just 1.5 years — and analysts think they might be able to do it

Elon Musk's SpaceX aims to construct 10 gigawatts of data center capacity within 18 months, potentially surpassing Google's lifetime capacity. Analysts are convinced that Musk's aggressive schedule could be realized, citing strong construction progress, internal manufacturing abilities, and access to dedicated power equipment. The company's Colossus 2 facility, already generating 2.4 gigawatts, features 89 gas turbines and 1,377 Tesla Megapack battery systems, all contributing to its growing capacity.

SpaceX's relationship with Tesla may provide access to manufacturing and electrical infrastructure components, potentially expediting construction. However, challenges remain, including regulatory restrictions, sourcing adequate GPUs and power generation equipment, and overcoming local opposition.