Semiconductor News & Analysis Feed

Elon Musk revealed at a SpaceX internal meeting that xAI's data center compute capacity will increase sevenfold by 2027, reaching 10 gigawatts (GW), potentially generating $300 billion to $500 billion in annual revenue. This announcement comes as SpaceX’s market capitalization dropped nearly $570 bi

SpaceX AI has announced plans to remove all 69 unauthorized mobile turbine generators from its Colossus data centers near the Tennessee-Mississippi border, a process expected to take a full year, concluding by July 2027. These generators, which have been the subject of environmental litigation, incl

xAI announced the 2-trillion-parameter Grok 4.6 model on July 18, 2026, followed by an even larger Grok 4.7 model just weeks later, setting a new pace in AI model releases that no other lab has matched. This aggressive cadence is supported by xAI’s Colossus supercluster in Memphis, which has grown t

Elon Musk’s xAI data centers are facing controversy for allegedly using unauthorized mobile natural gas turbines to power their operations. Although Musk owns Tesla Energy, which includes solar power and large-scale battery storage capabilities, reports indicate he doubled down on mobile generators

The U.S. Department of Justice (DOJ) has filed a memorandum in support of Elon Musk's xAI (now SpaceX), requesting the dismissal of a lawsuit brought by the NAACP over the use of unpermitted gas turbines at xAI's Colossus 2 data center. The lawsuit, filed by the Southern Environmental Law Center (SE