SpaceX Q3 earnings: Musk and Shotwell on 13GW compute by 2027, EUV orders, Tesla merger
XFreeze · x · 2026-10-21
Full Q3 2026 SpaceX earnings Q&A (timestamped video) with Elon Musk, Gwynne Shotwell, and CFO Bret Johnsen covering:
- Whether SpaceX has ordered EUV lithography machines and how it could improve chipmaking;
- Getting past power and cooling limits to reach 13 GW of compute by end of 2027, and how it will be funded;
- Pros, cons, and roadblocks of a potential Tesla merger;
- Whether Starlink Mobile can compete with U.S. carriers, and when V3 satellites bring a visible speedup;
- How compute is split between in-house AI and cloud customers;
- Timing of the first Starship launch from Louisiana.
The session confirms SpaceX is making a major push into AI compute and chip manufacturing.
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