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Worth noting Market event Thu, Nov 12 1 min read
SpaceX plans to invest more than $74 billion in data centers in Texas and Arizona—facilities that house high-performance computing equipment.ロs2349]] The company said it plans to spend around $24 billion on a data center in Texas's Rio Grande Valley and roughly $50 billion on a campus in Cochise County, Arizona.[1]
The spending is at the planning stage; the supplied reports give no construction, purchasing or completion schedule.[2][1]
If the projects proceed, SpaceX will need design, construction and site services, followed by computing, power and cooling equipment. The roughly $24 billion Texas project and $50 billion Arizona campus could therefore turn planned investment into orders for contractors and equipment suppliers.[1]
How much revenue suppliers receive depends on contract awards, what SpaceX buys and delivery timing. The reports do not identify those details, so the full investment cannot be assigned to any supplier's expected sales.[2][1]
The two planned developments create potential work for engineering and construction firms. Contractors can turn that opportunity into revenue as they win contracts and perform the work; the reports name no winning bidders.[1]
Server, power-system and cooling suppliers could gain orders if the data centers reach the equipment-purchasing stage. The beneficiaries depend on SpaceX's equipment and supplier choices, which the reports do not disclose.[2][1]