Company summary · as of 2026-11-06
Tesla & SpaceXAI
NASDAQ: TSLA, SPCX6 sites tracked
Elon Musk's two listed companies building AI compute: SpaceX, which runs xAI's clusters as SpaceXAI, and Tesla, which trains its driving and robot models on its own. We watch the Memphis and Southaven complex, Tesla's Cortex in Austin, a colocated cluster in Atlanta and the land SpaceX took near the Port of Brownsville, whose use it has not stated. SpaceX reported 1.7 GW of nameplate compute at 30 September 2026; Tesla plans 400 MW of training compute by the end of the year.
- Stated build-out
- 2,725 MW
- Operating
- 2,725 MW
- Proposed
- —
6 sites · MW stated for 4
5 sites · MW stated for 4
1 site · MW stated for 0
Each site's stated capacity, at the stage last put to it: the company's own compute figure where it gives one per site, otherwise an official's (the Mississippi governor's for Southaven). Two sites state none: they are listed, not counted. Stated, not measured: whether the ground agrees is the construction reading, campus by campus, in the dossier.
Sites
| Site | Stage | Stated | Company | From orbit |
|---|---|---|---|---|
| MACROHARDRR & Southaven power plantDeSoto County, MississippiGas-turbine plant on site · across the state line from Colossus 2 | Operating | 1,200 MW | SpaceXAI, owner | Imaged, too few passes to read |
| Colossus 2 & MinihardShelby County, TennesseeSpaceX: Colossus and Colossus II together about 1 GW of compute | Operating | 1,000 MW | SpaceXAI, owner | Imaged, too few passes to read |
| Colossus 1Shelby County, TennesseeAll its compute rented to Anthropic since May 2026 | Operating | 300 MW | SpaceXAI, owner | Imaged, too few passes to read |
| Tesla Cortex / Cortex 2Travis County, TexasCortex 1 >105 MW, Cortex 2 >120 MW (Q3 2026) · 400 MW targeted by year-end | Operating | 225 MW | Tesla, owner | Imaged, too few passes to read |
| SpaceXAI cluster at QTS Atlanta DC2Fulton County, GeorgiaGPUs in a QTS colocation hall · no MW stated | Operating | — | SpaceXAI, tenant (likely) | |
| SpaceX Brownsville port parcelCameron County, TexasUse unconfirmed: SpaceX has not said what it will build · power-plant air permit filed 2026-09-08, pending | Proposed | — | SpaceXAI, owner (unconfirmed) | Imaged, too few passes to read |
Pipeline over time
Illustration. Tesla & SpaceXAI’s own series is in the dossier.
On file
- Satellite passes
- 23 since 2026-04-13
- Imaged
- every 18 days typically · latest 2026-10-29
- Records
- 93 across the 6 sites in the dossier
Latest news
Permits & filings
What the full summary adds
- Construction reading per campus
Each campus measured pass by pass from Sentinel-1 radar: building, flat or not yet visible, with the series behind it.
- Pipeline over time
The stated pipeline quarter by quarter, by stage, so a slipped date or a stalled campus shows as a line that stops moving.
- Permits & agency records
The 22 records on file in full: issuer, type, date and the document they come from.
- Filings & milestones
11 SEC filings naming the company or its counterparties, and a dated milestone trail for every campus.
- Every campus dossier
Radar and thermal frames, ground photographs from vetted scouts and the full news feed, site by site.
- Alerts
An email when a new pass, story or permit lands on any of its campuses. At most one a day.
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