SpaceX management estimates ~10 GW of AI data-center capacity by 2027, implying $400-500B annual recurring revenue

SpaceX management reportedly estimates the company will reach nearly 10 GW of AI data-center capacity by 2027, a ~$40B (2680亿元) plan that at average lease rates near $50bn per GW could generate $400-500bn in annual recurring revenue. Shares fell sharply after hours on the news, per desk reports.

Detected & updated continuously · Source: Nebula