Blogger estimates xAI on track for $100B ARR by end-2026 as datacenter builds move up
mitchdeg · x · 2026-11-01
Blogger mitchdeg, citing key information from Elon Musk, estimates xAI's accelerated minihard datacenter builds (two in October, several others a month early) add $15B extra revenue in Q4, putting Q4 revenue at $30-32B — more than double Q3's $14.6B — and Q1 at $45B+. His bottom line: Musk's Q3 earnings-call claim of at least $100B ARR by end-2026 checks out, at roughly $50B per GW. Note this is a blogger's estimate, not official figures.
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