SPCX Colossus — Removing 89 Turbines by 2027 · Switching to 1.2 GW BlackRock ArcLight Plant
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Muskonomy: SpaceX to remove all 89 temporary mobile turbines from Mississippi Southaven Colossus by 2027 · switch to new 1.2 GW BlackRock ArcLight permanent plant nearby. xAI Colossus power · environmental regulation · BlackRock capital participation combined.
Details
Today from Muskonomy:
- **Location**: Mississippi Southaven Colossus facility
- **Removal target**: 89 temporary mobile turbines
- **Removal deadline**: By 2027
- **Environmental regulation**: Agreement with Mississippi environmental regulators
- **Replacement power**: Nearby BlackRock ArcLight new 1.2 GW plant
- **Transition nature**: Temporary → permanent power infrastructure
Colossus Background
xAI Colossus:
- Large datacenter operated by Musk's xAI
- Grok LLM etc. frontier AI training/service
- Memphis / Southaven multi-region
- Rapid expansion secured power via temporary mobile turbines
Temporary turbines (mobile turbines):
- Portable gas turbine generators
- Rapid deployment possible
- But environmental regulation / noise / emissions issues
- Not suitable for long-term operation
Why This Transition Matters
1. **Environmental regulation compliance**: 89 temporary turbine removal is agreement with Mississippi environmental authorities · regulatory risk resolved
2. **BlackRock capital participation**: BlackRock ArcLight builds new 1.2 GW plant · BLK capital combined with xAI business
3. **Permanent infra transition**: Temporary → permanent means (a) long-term stable operation, (b) revenue predictability, (c) expansion possibility secured
4. **Hyperscaler DC power trend**: Similar to today's separate GOOGL-Anthropic Texas $15B DC + 1.6 GW gas · new axis of BLK capital combination
xAI-SPCX Relationship
xAI is SPCX's sister company (Musk-owned):
- SPCX = launch/comms (Starlink/Starship)
- xAI = AI models/training (Grok/Colossus)
SPCX participating in xAI Colossus power/comms/orbital DC expansion = connects to today's Musk '99.99% compute to space' frame.
BlackRock ArcLight Position
BlackRock ArcLight:
- BlackRock infra fund related business
- Similar to today's-reported META×BLK 1 GW DC JV
- Similar to Anthropic $15B DC + Google payment guarantee
BLK capital participating multi-angle in hyperscaler / frontier AI DC cycle.
Combined With Recent Flow
- **7/25**: xAI Colossus related remarks in multiple reports
- **7/29**: META×BLK 1 GW DC JV $14B
- **7/31**: GOOGL-Anthropic $15B DC · 1.6 GW gas · Google guarantee
- **Today**: SPCX Colossus 1.2 GW BlackRock ArcLight
BlackRock participating multi-axis in (a) META×BLK, (b) Anthropic (BLK participation possibility in Morgan Stanley consortium), (c) xAI Colossus.
Counter-view
(1) By-2027 deadline = considerable time remaining · execution delay risk, (2) 1.2 GW plant construction also takes years · power shortage concerns during interim, (3) xAI Colossus business scale/revenue still opaque.
Watch Next
(1) 1.2 GW BlackRock ArcLight completion timing, (2) Temporary turbine removal progress, (3) xAI Colossus expansion in other regions, (4) Connection with orbital DC (Musk 99.99% frame).
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
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