SpaceX said on November 12, 2026, that it plans to invest more than US$74 billion in two AI supercomputing campuses in Texas and Arizona. According to Reuters, the company expects to spend more than US$24 billion at Starbase in Texas and roughly US$50 billion on a proposed campus in Cochise County, Arizona.
AI already generates more than half of SpaceX’s revenue
The expansion would add infrastructure to a business that already brings in more revenue than SpaceX’s Space and Connectivity segments combined. In its October 20 earnings release, SpaceX reported US$7.56 billion in Super Intelligence revenue for the three months ended September 30, out of approximately US$14.6 billion company-wide.
Super Intelligence also accounted for approximately US$16.4 billion of SpaceX’s US$19.6 billion in capital spending during the quarter. The proposed campuses would extend a computing buildout that is already receiving most of the company’s capital expenditure.
Texas would generate its own electricity
SpaceX says the Starbase facility would generate its own electricity rather than draw power from the public grid. Reuters reported that a city notice described a gas-fired power plant and supercomputing facility on approximately 444 acres.
The company said the Texas project had already generated more than 3,000 construction jobs and would support more than 500 permanent positions once operational.
Cochise County identifies the Arizona proposal as special use application SU26-22, submitted by Tombstone Resources L.L.C. It covers approximately 747 acres along U.S. Highway 191 near Cochise.
According to the applicant’s information summarized by the county, the development would include as many as nine computing buildings constructed in four phases, with estimated electrical demand of six gigawatts at full build-out.
The county says the applicant’s project descriptions and operating estimates haven’t been independently verified or endorsed. It has made no determination on regulatory compliance or project approval.
SpaceX says the Arizona campus would use dry cooling, with no planned industrial groundwater use, Reuters reported. Arizona’s Family reported that residents at the company’s November 4 community meeting raised questions about water use, wildlife and noise.
Electricity-bill benefits remain conditional
The Arizona electricity arrangements are still being negotiated. Sulphur Springs Valley Electric Cooperative, or SSVEC, said in a November 5 statement that no final electric service agreement had been reached and that any final agreement would require Arizona Corporation Commission review and approval.
The cooperative said potential credits for eligible residential members and contributions to its community foundation weren’t guaranteed. Their amounts and timing would depend on negotiations, regulatory approvals, successful construction and energization, and actual electricity consumption.
SSVEC said it was neither endorsing nor opposing the development. Its negotiating priorities include assigning the costs of serving the project to the project itself, establishing financial safeguards and maintaining reliable service for existing members.
December 9 brings two different proceedings
Cochise County’s Planning and Zoning Commission is scheduled to consider the Arizona special use application on December 9, 2026. Starbase has separately posted a public hearing for the same date concerning tax abatement and economic development agreements.
The Arizona proceeding concerns land-use permission, while the Texas hearing addresses proposed financial agreements. Cochise County says that even an approved special use authorization would leave the applicant responsible for obtaining other applicable permits and outside-agency approvals before construction or operation.
Get new small business insights by email
Practical ideas and useful articles to help you make better business decisions.
Tech Help Canada Staff researches, writes, and reviews practical content for business owners and professionals. Our coverage spans business, marketing, SEO, technology, and the tools and systems people use to grow and operate online. We focus on clear, useful information backed by research, hands-on experience, and editorial review. Learn more about our team and editorial standards. Need help with something? Contact Us
