SpaceX commits $74B to AI campuses in Arizona and Texas

SpaceX has publicly committed more than $74 billion to two AI supercomputing campuses: roughly $50 billion at a 747-acre site in Cochise County, Arizona, and about $24 billion at Starbase, Texas, per reporting in The New York Times and county and city filings.

The Arizona application arrived on October 30 under the name "Tombstone Resources LLC" rather than SpaceX. The proposal describes nine buildings totaling 6 GW of compute capacity, dry cooling, and "no planned industrial groundwater use." The company says the campus would create 5,500 construction jobs and 1,000 permanent roles, and its energy and supercomputer department head told attendees the development "would reduce residents' electricity bills, lower property taxes by 20% and create some 1,000 permanent jobs." SpaceX projects a $250 million one-time sales tax benefit and between $35 million and $103 million in sales tax revenue. A petition against the project has gathered 2,400 signatures ahead of the Planning and Zoning Commission hearing on December 9; written comments are due November 27.

Starbase votes the same day. The Starbase City Commission is set to consider a Chapter 312 tax exemption and a related economic development agreement on December 9, 2026 at 7:00 p.m., covering a roughly 444-acre tract east of Brownsville where SpaceX wants to pair the supercomputer with 35 natural gas turbines producing an initial 748 megawatts. The decision to build its own power station is grid math as much as ambition: "Developing an independent gas-fired power plant could help SpaceX avoid lengthy grid connection delays, which can extend for years across Texas," as Yahoo Finance summarized the company's reasoning.

The commitment arrives after SpaceX's AI division pulled in $7.6 billion, topping Starlink's $5.2 billion, with Anthropic among the outside developers leasing capacity from the merged SpaceX-xAI entity, which closed its combination in February 2026. It is one of 45 Musk-adjacent items on our Elon Musk tracker in the last 90 days, alongside 477 AI infrastructure stories over that span.