SpaceX ($SPCX) projected to compute 8–10 GW… mostly outside Texas

Texas governor-elect Gina Hinojosa called for a halt to data center activity until legislation protecting residents is enacted, thrusting SpaceX's ($SPCX) planned 8–10GW AI compute buildout into a broader US data center regulation debate. Hinojosa told CNN she does not oppose data centers themselves but wants communities to have a say in operations and Texans to share in the benefits, per Reuters. The pushback arrives as SpaceX's expansion—most of which is expected to sit outside Texas—becomes a flashpoint over US compute supply. Similar regulatory pledges are emerging nationwide, per the Associated Press. Watch whether Texas enacts siting and community-benefit rules, and whether SpaceX shifts more of its 8–10GW pipeline to other states.