New Delhi, Oct. 23 -- SpaceX is accelerating its artificial intelligence (AI) infrastructure expansion and now targets 13 gigawatts (GW) of computing capacity by the end of 2027, as demand for computing power from major technology companies continues to exceed available supply, according to a report by UBS.

The report said SpaceX had significantly exceeded its estimates, largely due to stronger demand for leasing AI computing capacity. The company is targeting an additional around 10 GW of capacity by the end of 2027, compared with the 2.5-3 GW it had expected earlier.

"On the back of this, the company now targets 13GW of compute by YE27, or an incremental ~10GW from the 2.5-3.0GW expected by YE27 (vs 1.7GW for 3Q and 2.2GW in Oct)," th...