1GW of Compute Matches the Gross Profit of 1M Cybercabs — SpaceX to Add 3-5GW Next Year
JOBhakdi · x · 2026-10-15
The author lines up gross profit: 1GW of terrestrial compute earns roughly what 1 million Cybercabs on the road would. But a million Cybercabs won't happen next year — he projects 10M in the 2030s and maybe 100M in the 2040s, a decades-long build.
SpaceX, meanwhile, added 1.5GW of compute this year, ending near 2GW, and he expects another 3-5GW next year — equivalent to 3M+ Cybercabs of gross profit. Conclusion: SpaceX doesn't need robotaxi or orbital compute to pay off; terrestrial compute bridges the gap and should be the biggest earnings ramp in the market over the next 18 months.
More from Infra
- Nvidia B300 residual value up 40% in 3 months as Kimi K3 fuels GPU demand — AccBalanced · 2026-10-15
- The world still spends more on alcohol ($1.7T) than AI infrastructure ($1.5T) — wgrathwohl · 2026-10-15
- Epic's Lore vs Anthropic's Scion: two post-Git, centralized VCS architectures compared — ssh4net · 2026-10-15
- NVIDIA recaps GTC Berlin: open models to physical AI — NVIDIA Developer · 2026-10-15
- Listed quantum computing companies top $50B market cap on just $132M in quarterly revenue — hardimanjames · 2026-10-15
- Liquid Inference exchange hits 28 providers and 1000+ models with 3-hour onboarding — JosephJacks_ · 2026-10-15