---
format: "aidr-story-markdown/v1"
id: "d5ffaddf61a624bdcdc7294352856b828bbad62a7ef132449e686e7b2ae8db55"
canonical_url: "https://aidr.today/d5ffaddf?lang=en"
title: "Google and Anthropic Lease SpaceX AI Compute to Offset 15 GW Power Shortage"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-09-01T16:57:49.000Z"
category: "Infra"
topics: ["google","anthropic","spacex","infra","chips","regulation"]
source_urls: ["https://huggingnews.com/ai/google-and-anthropic-lease-spacex-ai-compute-to-offset-15-gw-power-short-74a89a4d","https://x.com/elonmusk/status/2094805957905613284","https://x.com/elonmusk/status/2094807459143537081","https://x.com/SawyerMerritt/status/2094809478357033349","https://x.com/StockSavvyShay/status/2094784859927650327","https://x.com/DeItaone/status/2094784018533269622","https://x.com/wallstengine/status/2094783781836337350","https://x.com/DeItaone/status/2094781446510555144"]
summary: "Elon Musk told G20 leaders that a power crisis for artificial intelligence is already present and will worsen by 2027. He cited a consensus estimate of a 15 GW shortfall for chips, which has led Google and Anthropic to lease compute from SpaceX to bypass infrastructure bottlenecks. AI chip production is increasing 40% to 50% per year, significantly outstripping the 10% to 20% power growth seen outside China. SpaceX is replacing 11 turbines at its Southaven facility with a new 1.2 GW power plant to support expanding data center needs. Musk estimated that digital AI could increase the global economy by 20% to 30%, or $20 trillion to $30 trillion annually, and warned that EU regulations inhibit the progress of new technology and slow the AI race."
---

# Google and Anthropic Lease SpaceX AI Compute to Offset 15 GW Power Shortage

> [Open the canonical story](<https://aidr.today/d5ffaddf?lang=en>)

**Published:** 2026-09-01T16:57:49.000Z
**Category:** Infra
**Topics:** google, anthropic, spacex, infra, chips, regulation

## Summary

Elon Musk told G20 leaders that a power crisis for artificial intelligence is already present and will worsen by 2027\. He cited a consensus estimate of a 15 GW shortfall for chips, which has led Google and Anthropic to lease compute from SpaceX to bypass infrastructure bottlenecks\. AI chip production is increasing 40% to 50% per year, significantly outstripping the 10% to 20% power growth seen outside China\. SpaceX is replacing 11 turbines at its Southaven facility with a new 1\.2 GW power plant to support expanding data center needs\. Musk estimated that digital AI could increase the global economy by 20% to 30%, or $20 trillion to $30 trillion annually, and warned that EU regulations inhibit the progress of new technology and slow the AI race\.

## Sources

- [Story source](<https://huggingnews.com/ai/google-and-anthropic-lease-spacex-ai-compute-to-offset-15-gw-power-short-74a89a4d>)
- [Story source](<https://x.com/elonmusk/status/2094805957905613284>)
- [Supporting source](<https://x.com/elonmusk/status/2094807459143537081>)
- [Supporting source](<https://x.com/SawyerMerritt/status/2094809478357033349>)
- [Supporting source](<https://x.com/StockSavvyShay/status/2094784859927650327>)
- [Story source](<https://x.com/DeItaone/status/2094784018533269622>)
- [Supporting source](<https://x.com/wallstengine/status/2094783781836337350>)
- [Supporting source](<https://x.com/DeItaone/status/2094781446510555144>)