Kevin McCormick

SpaceX-linked $SPCX : 6 GW supercompute campus filed in Cochise County, Arizona. The applicant is Tombstone Resources LLC — a Wyoming entity formed in July, headquartered in Atlanta. SpaceX hosted the Nov 4 town hall; the county confirmed it was privately organized by SpaceX. No official SpaceX statement yet. The numbers, straight from the filing: • ⁠747 acres along US 191, adjoining AEPCO’s Apache Generating Station • ⁠Up to 9 computing buildings, ~493,000 sq ft each, across 4 phases • ⁠Full build-out: 6 GW. Phase 1: 1.5 GW in 3 stages • ⁠All grid power via SSVEC and AEPCO. No on-site generation. 90 MW of natural-gas standby for outages and testing only • ⁠24 GWh battery storage • ⁠Dry-cooled. No cooling towers, no evaporative spray. 7–10 acre-feet/year at full build-out — mostly staff domestic use, roughly 20–30 Arizona homes. No new Willcox basin well, no industrial groundwater • ⁠$3.6B in applicant-funded transmission and substation upgrades • ⁠Claimed 10–40% bill reduction for all SSVEC members for the project’s life, plus $13–53M/year to the SSVEC Foundation • ⁠~1,000 permanent jobs, ~5,500 at peak construction • ⁠$34–103M/year in property tax Context that matters: SpaceX’s Q3 call (Oct 20) raised the 2027 compute target to 13 GW or more, from 1.7 GW operating at Sept 30. SemiAnalysis counts 3.6 GW under construction and 9+ GW identified. This Arizona site sits inside that pipeline — and inside Musk’s separate 15–20 GW power-and-cooling target for YE27. It is not Brownsville. Different state, different permit chain, grid-served instead of behind-the-meter turbines. The Texas freeze does not reach it. But three things are unfinished: no signed Energy Services Agreement, no ACC approval, and the source of generating capacity is not yet identified in the co-ops’ responses. An opposition petition has passed 1,900 signatures. The Planning and Zoning Commission hears it Dec 9 at 4 PM in Bisbee.