Musk backs Morgan Stanley call: SpaceX's Distributed Inference Cloud is the overlooked growth story
elonmusk · x · 2026-10-14
- Morgan Stanley analyst Adam Jonas argues in a new SpaceX note that the most overlooked growth driver is the "Distributed Inference Cloud."
- With rising corporate, regulatory and social pushback against data centers, SpaceX's constellation could distribute inference compute in orbit.
- Jonas frames SpaceX as instrumental to the "Super Intelligence Economy" and "Physical Intelligence Economy," with swarm intelligence density as a key variable.
- Elon Musk amplified the note, calling it "a very big deal."
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