OpenAI's Project Camellia targets 3.2 GW of AI infrastructure with an initial $20 billion investment and $750 billion projected compute spend through 2030. SpaceXAI reportedly plans a new Texas AI campus potentially larger than its existing 1 GW Memphis footprint. Anthropic and AMD are partnering for up to 2 GW of MI450 deployments, including an AMD investment of up to $5 billion and tens of billions in AI server purchases.
AI compute demand is now directly translating into country-sized power commitments, rapidly tightening grid capacity and accelerating utility-scale generation buildout.