News listSpaceX invests in 10GW solar panel factory, Bastrop Texas dual-layer production line powers AI space generation
動區 BlockTempo2026-05-25 09:47:53

SpaceX invests in 10GW solar panel factory, Bastrop Texas dual-layer production line powers AI space generation

ORIGINALSpaceX 砸下 10GW 建太陽能板工廠,德州巴斯托拉雙層產線供 AI 太空發電
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SpaceX has received approval to build a 10-gigawatt solar manufacturing plant in Bastrop, Texas, with two production lines each producing 5 gigawatts of solar cells, marking a key step in Musk's space AI data center initiative. Tesla is simultaneously preparing to build a solar factory near Houston, with both companies targeting 100 gigawatts of annual capacity each within three years. (Recap: Musk warns the US will "face power shortages" next year: The biggest concern for AI development isn't computing power, but these 3 major challenges) (Background: Moving the Three Gorges Dam into space — China plans to build a solar power station in the cosmos. Will humanity embrace energy freedom?) SpaceX is extending the energy of the space race into the terrestrial solar industry. According to Bastrop County permit documents obtained by Bloomberg, SpaceX plans to build a 10-gigawatt solar manufacturing factory in Bastrop, near Austin, Texas, with two production lines each producing 5 gigawatts of solar cells. This facility, exceeding one million square feet, is part of SpaceX's plan this year to double the size of its existing Bastrop facilities. In addition to solar cells, it will also produce next-generation Starlink products. The company's IPO prospectus released Wednesday also detailed this expansion plan. Energy Strategy for the Space AI Data Center At the World Economic Forum this January, Musk stated that solar power is the key solution to the energy bottleneck of artificial intelligence infrastructure. He announced an ambitious goal: Tesla and SpaceX will each establish 100 gigawatts of annual solar manufacturing capacity in the US within the next three years, a figure far exceeding current domestic output. Musk previously warned that the US may face a power shortage crisis next year, believing that the biggest concern for AI development is not computing power, but energy supply. The establishment of SpaceX's solar factory is precisely to provide the energy foundation for its space AI data center plan. In Bloomberg's special feature on space data centers, Musk noted that moving AI computing to space orbit requires massive renewable energy support. Currently, the largest solar manufacturer in the US is First Solar, with an annual capacity of approximately 14 gigawatts using thin-film technology. According to a report released Thursday by the American Clean Power Association, the US currently has more than 60 gigawatts of annual solar component manufacturing capacity, but most of it is assembled from silicon-based cells manufactured overseas, with only three actual operational silicon cell plants domestically. The US has imposed high tariffs on solar imports from China and Southeast Asian countries, prompted by domestic manufacturers' complaints of unfair trade practices. This also explains why SpaceX and Tesla have chosen to establish solar cell manufacturing lines on American soil. On Tesla's side, it has similarly laid out its solar manufacturing chess pieces in Texas. According to an Electrek report on May 19, Tesla has posted multiple solar manufacturing-related job openings in Brookshire near Houston, and the site also plans to build Megapack batteries. Tesla CFO Vaibhav Taneja revealed in an April call with investors that the company has begun placing orders for solar manufacturing equipment. However, Chinese government intervention has led supplier Suzhou Maxwell Technologies to be banned from exporting advanced solar manufacturing equipment to Tesla. Musk hopes to ease the issue through the Trump administration's recent visit to China, but the effect remains unclear. The Bastrop area, where the SpaceX solar plant is located, is gradually becoming a gathering point for Musk's empire in Texas. This month, SpaceX also applied for enterprise zone certification for the Bastrop site, which once approved would allow it to enjoy specific tax rebate benefits. The area is already home to Musk's tunneling company Boring Company and xAI facilities, and also provides supporting amenities such as employee supermarkets, schools, and company-owned housing. SpaceX's Director of Solar Production Noah Cowles stated on LinkedIn that the company is building "one of the world's most advanced solar cell factories" and is recruiting engineers for the plant.
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Published:2026-05-25 09:47:53
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