According to a recent LinkedIn post from Polymarket, SpaceX is described as planning a 10 gigawatt solar manufacturing facility near Austin, Texas, based on permit filings in Bastrop. The post indicates the factory would feature two floors, each targeting five gigawatts of annual solar cell output, and would expand SpaceX’s existing Bastrop site that currently produces Starlink hardware.
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The LinkedIn post links this prospective capacity to Elon Musk’s broader vision of supplying power for artificial intelligence data centers in space and orbital computer systems. It further suggests the move reflects a deeper push by SpaceX into energy production to underpin its ambitions in space internet and advanced AI infrastructure.
For investors, the post implies that SpaceX may be positioning solar manufacturing as a strategic vertical supporting long term satellite and AI ecosystems rather than as a standalone commodity business. If realized at the indicated scale, such a facility could materially alter SpaceX’s cost structure for power-intensive operations and potentially create new revenue or partnership opportunities in energy and data infrastructure.
The post also highlights a Polymarket prediction market that currently assigns a 22% probability to Google and SpaceX agreeing to deploy data centers in space by June 30. While this probability is speculative and market driven, it underscores investor and trader interest in the commercialization of orbital computing and the possible convergence of major tech and space players in that segment.