#SpaceX99%ValueFromAI

Musk is turning SpaceX into an AI infrastructure company. He told staff that AI revenue could surpass all other SpaceX revenue combined in September. He also expects AI to account for 99% of the company's value within five years. SpaceX reported $2.56B in Q2 AI revenue, up 247% YoY. But Musk's target is far larger. He says compute could expand from roughly 1.4 GW today to 10 GW by end-2027, more than sevenfold. Using Musk's $30 to $50 per-watt revenue estimate, that would imply $300B to $500B a year. Cloud contracts show demand is not theoretical. Anthropic and Google have agreed to buy access to SpaceX's terrestrial compute capacity. The Google agreement covers roughly 110,000 Nvidia GPUs and $920M in monthly payments from October 2026 through June 2029. But those revenues depend on delivery. If SpaceX misses its Sep 30 GPU commitment, Google can terminate the agreement or accept fewer GPUs at proportionally lower fees after a one-month grace period. After Dec 31, either party can terminate with 90 days' notice. Chip supply is another variable. Musk says SpaceX will build its AI infrastructure exclusively on Nvidia chips, citing Vera Rubin as its preferred architecture. That could simplify the technology stack, but it also increases reliance on one supplier. The broader strategy connects several layers: · Earth-based clusters for training · Starlink for global connectivity · Starship for orbital deployment · Space-based compute for future inference The stack is not equally mature. Today's AI infrastructure revenue is still tied to terrestrial compute, while commercial-scale orbital inference remains in early development and has not been proven. So this is no longer only a rocket or satellite-internet story. It is a test of whether SpaceX can turn compute, connectivity and launch capacity into one scalable AI network. Q2 revenue provides an operating base, but the 10 GW target, $300B to $500B estimate and 99% value claim remain management forecasts. What will decide this story first: customer demand, chip supply or execution? #SpaceX99%ValueFromAI

🔥 99% AI. 1% rockets. And somehow, my short position is sitting right in that 1%. $SPCX has climbed from 108 to 146, up roughly 35%. Meanwhile, my short position is floating around a 300U loss, -1925%. And yes… I’m still holding. Then Elon Musk spoke. At the all-hands meeting, he said AI revenue could surpass all other businesses combined by September. By the end of next year, SpaceX could reach 10 gigawatts of computing power, which he estimates could translate into $300B–$500B in annual revenue. And in five years? AI could account for 99% of SpaceX’s value. 99% AI. 1% rockets. Okay, but let's stop there for a second. What does $500B in annual revenue actually mean? Nvidia generated around $60B in revenue last year. Now an AI business that hasn't even fully commercialized is being projected to reach $500B in annual revenue within five years. That's not ordinary growth. That's a completely different species. But the market clearly believes the story. SPCX went from around 108 to 149, roughly a 40% move, largely fueled by Musk's words and the new AI narrative. And here's the interesting part: A little over a month ago, when SPCX was around 228, the story was mainly rockets and Starlink. Now, around 146, the story is AI and $500B. Same ticker. Completely different story. And that's how powerful narratives can be. You don't always need financial statements to change the market's imagination. Sometimes, one meeting is enough. I'm not here to say Musk is right or wrong. But I do believe one thing: A story can pump a price just as easily as it can destroy one. The story doesn't need to be realized immediately. The market only needs to believe it. But eventually, stories need numbers. I’m still holding my short—not because I don't believe in AI, but because I don't believe $500B appears from a single all-hands meeting. I want to see the financial reports. I want to see the orders. I want to see the actual revenue. Let the numbers speak. He says 99% is AI. I'm still waiting in that 1%. Because stories can pump prices… but you can't eat a story. 😮‍💨 #CPIEasesHikeBets

SpaceX is going to start looking crazy cheap if you believe what management is saying. $SPCX today is still ~$1.9T market cap / ~$1.8T enterprise value. On the last twelve months of sales (~$23B), that’s roughly ~80x for EV/Sales. On today’s numbers… it is expensive, ofc. But these multiples will start compressive drastically if what Elon said on the earnings call becomes true. 1/ $100B ARR by December 2026 “It’s not a question mark… that’s what we would achieve if we basically did nothing.” - Elon Musk Hold today’s EV fixed and put $100B in the denominator: The multiple of ~80x becomes → ~18x EV#CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI

Elon Musk says AI could represent 99% of SpaceX’s value within 4–5 years. That changes the story completely. SpaceX is no longer just rockets + Starlink. The bigger bet is massive AI compute infrastructure, with Musk targeting 10 GW of computing capacity. But here’s the interesting part: where does $DOGE fit? DOGE-1 is still waiting for its lunar mission, while rumors continue around DOGE payments and Musk’s broader ecosystem. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI $BTC

People surprised @elonmusk has stood up a frontier AI lab in record time are forgetting he was a key co-founder and major backer of @OpenAI Most importantly, the scale and velocity of @SpaceXAI compute deployments are going to continue at unprecedented intensity

Elon Musk says AI could account for 99% of SpaceX's value within the next four to five years.

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Musk is turning SpaceX into an AI infrastructure company. He told staff that AI revenue could surpass all other SpaceX revenue combined in September. He also expects AI to account for 99% of the company's value within five years. SpaceX reported $2.56B in Q2 AI revenue, up 247% YoY. But Musk's target is far larger. He says compute could expand from roughly 1.4 GW today to 10 GW by end-2027, more than sevenfold. Using Musk's $30 to $50 per-watt revenue estimate, that would imply $300B to $500B a year. Cloud contracts show demand is not theoretical. Anthropic and Google have agreed to buy access to SpaceX's #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI

#马斯克称AI将占SpaceX价值99 % Er Musk «med tomme løfter» igjen? 99 % av verdien kommer fra AI – hva slags selskap er egentlig SpaceX?! 😳 Så nettopp en nyhetssak, og jeg må virkelig knele for gamle mor! Den typen hvor du kneler på tastaturet. 😂 På et SpaceX-møte med alle ansatte erklærte han at om fem år vil AI utgjøre 99 % av selskapets verdi! Så jeg det riktig? Et selskap som bygger raketter og legger Starlink finner til slutt sin kjerneverdi utelukkende i AI? Ma listet også detaljerte data: i september overgikk AI-inntektene andre virksomheter, og innen utgangen av neste år vil 10 gigawatt datakraft være oppnådd, noe som tilsvarer en årlig omsetning på 300 til 500 milliarder USD! Dette tallet er høyere enn BNP i mange land i dag, ikke sant? Han innførte også en utplasseringsrutine med «bakketrening og romresonnering». Det høres imponerende ut, men nettbrukere eksploderte i kommentarfeltet og sa at han «malte drømmer» igjen. Slik tenker jeg: hvis Ma virkelig lykkes med å integrere Starships skipskapasitet, Starlink-nettverk og AI-datakraft, vil det bli en enestående super-AI-infrastrukturgigant. Men dette «hvis» er rett og slett for stort! Hvor mye av dagens verdsettelse betaler faktisk for denne enorme «kaken»? Hvor mye koster utvidelse av datakraft? Hvor høy er risikoen for håndhevelse? Er alle disse fullt priset? Jeg vil bare spørre gutta: tror dere på denne runden? Hvis du tror det, bør den tilsvarende tokenen XSPCXSPCX belastes direkte? Hvis du ikke tror det, vil Ma denne gangen «bli som Jia Yueting» direkte? $XSPCX $SPCX $BTC