SpaceX is increasingly turning to natural gas to power its expanding AI infrastructure as demand for computing capacity rises faster than grid build-outs can keep up. The company plans to pair a natural gas power plant with a $16.8 billion chip manufacturing facility in Texas, while its data centers in Tennessee and Mississippi have already deployed dozens of gas turbines to meet AI computing needs. Elon Musk expects SpaceX's data center computing capacity to reach 10GW to 15GW by 2027, a scale that could make the company one of the largest AI data center operators in the United States. The move highlights a broader shift in the AI race, where competition is extending beyond chips and models to energy supply and power infrastructure, with off-grid power (self-supplied electricity outside the main grid) emerging as a key advantage.