People still underestimate what a gigawatt of compute is worth to $SPCX.
10 gigawatts by next year sounds too optimistic,
@elonmusk. Five is realistic, but that alone is enormous.
At 5 gigawatts live, the compute business runs at roughly $200 billion a year in revenue. Cut that by 25% and it's still $150 billion.
AI compute isn't getting cheaper. Demand keeps outrunning supply. Every gigawatt SpaceX brings online gets leased.
That's why a $2 to $2.5 trillion valuation holds up this year.