xAI is moving faster than anyone expected on its power strategy. According to a new report from SemiAnalysis, Elon Musk’s AI startup already has 460MW of natural gas generation either installed or under construction, split between its Memphis campus and a new site across the border in Southaven, Mississippi.
The numbers check out against state filings and local reporting. Shelby County granted xAI a permit in July for 15 stationary gas turbines at its Paul R. Lowry Road facility in Memphis after months of wrangling with environmental groups, which alleged that dozens of turbines had been running without proper approval. In Mississippi, regulators issued a 12-month authorization to operate gas turbines at 2875 Stanton Road, a property xAI acquired from Duke Energy this summer, while the company builds out a permanent plant.
