How much of the announced data center pipeline will actually get built?

“SpaceX has a chance of going about half the GW next year of actually usable compute. “Actually usable” is an important metric. It takes us ~2 months working 24/7 to get a large compute cluster working reliably. I’d guess closer to 6 months for others.”

— Elon Musk, 11 November 2026 · Post on X ↗