๐จ $SPCX IS THINKING BIGGER THAN ROCKETS
SpaceX is reportedly looking to raise $40 BILLION in debt to load up on $NVDA chips and scale its AI compute capacity โ without diluting shareholders with more stock.
Hereโs where it gets interesting ๐
If that compute capacity can be rented anywhere near ~$50 per watt, SpaceX could turn massive AI infrastructure spending into another recurring cash-flow engine.
๐ Launch
โก Power
๐ฐ๏ธ Connectivity
๐ค AI Compute
The bigger picture: SpaceX may be building an entire multi-layer infrastructure machine, using debt to expand capacity while creating new revenue streams.
If executed well, this could be much bigger than just an AI bet.
SpaceX wants to own the infrastructure โ and monetize every layer. ๐ฅ
$SPCX $NVDA
SpaceX is reportedly looking to raise $40 BILLION in debt to load up on $NVDA chips and scale its AI compute capacity โ without diluting shareholders with more stock.
Hereโs where it gets interesting ๐
If that compute capacity can be rented anywhere near ~$50 per watt, SpaceX could turn massive AI infrastructure spending into another recurring cash-flow engine.
๐ Launch
โก Power
๐ฐ๏ธ Connectivity
๐ค AI Compute
The bigger picture: SpaceX may be building an entire multi-layer infrastructure machine, using debt to expand capacity while creating new revenue streams.
If executed well, this could be much bigger than just an AI bet.
SpaceX wants to own the infrastructure โ and monetize every layer. ๐ฅ
$SPCX $NVDA