Elon Musk says his “best guess” is $SPCX , exceeding $500 billion by December 2027, with even a 2% chance of reaching $1T.
$GOOGL is already paying SpaceX $920M per month for AI compute, but I’d focus first on the December exit rate, because that’s the part of Musk’s forecast we can actually verify within weeks.
$GOOGL is already paying SpaceX $920M per month for AI compute, but I’d focus first on the December exit rate, because that’s the part of Musk’s forecast we can actually verify within weeks.