SpaceX guides $35-40B Q4 capex, doubles sell-side estimates; 10 GW compute in 2027
sudoraohacker · x · 2026-10-21
SpaceX guided Q4 capex to $35-40B vs sell-side estimates of $18-19B. Elon Musk says the company can add 10 GW of compute in 2027 on top of 2.5+ GW by end of 2026, implying potential 2027 capex of $300-400B ($30-40B per GW) versus current estimates of $165B. He claims new compute deployments pay back in under a year at current pricing, tracking above the high end of the $30-50/watt range discussed last quarter, and expects 1,000x bandwidth demand within 3-5 years.
Related event: SpaceX guides Q4 capex to $35-40B, nearly double estimates(2 posts)→
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