Analyst: 5GW Live Compute Could Bring SpaceX ~$200B a Year, Supporting a $2T+ Valuation
JOBhakdi · x · 2026-10-03
X user JOBhakdi argues the market underestimates compute's value to SpaceX ($SPCX). While Elon Musk's "10 GW by next year" sounds too optimistic, he says 5 GW is realistic and alone enormous: at 5 GW live, the compute business would run at roughly $200B annual revenue—still $150B cut by 25%. With AI compute demand outrunning supply and every GW leased out, he holds that a $2–2.5T valuation stands this year. (Individual analysis, not official figures.)
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