Musk Backs Morgan Stanley: SpaceX's Distributed Inference Cloud Underrated

Morgan Stanley says SpaceX's distributed inference cloud is an overlooked growth driver, a view amplified by Musk; analysis suggests its AI business could reach 25% ROIC by 2030, outpacing CoreWeave.

2026-10-14 ~ 2026-10-15 · 2 related posts

• Musk backs Morgan Stanley call: SpaceX's Distributed Inference Cloud is the overlooked growth story — elonmusk · 2026-10-14
• Bloomberg: SpaceX AI ROIC could hit 25% by 2030, dwarfing CoreWeave and Nebius — elonmusk · 2026-10-15