Kyle Reidhead | Milk Road(@KyleReidhead):My estimate is SpaceX spends around $470B in the next 5 quarters… if he’s to get to 13GW Elon just stepped in and said their capex efficiency is underestimated My estimate is based on $30b/GW and then $45B with Vera Rubin’s Not sure how Elon plans to get this cheaper outside of casting his own turbine blades… but looking forward to the next earnings call to learn more If they can build 1GW for under $30B in 60-90days and immediately lease it for $50-$60B/year, the numbers here are insane

Kyle Reidhead | Milk Road

@KyleReidhead

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Kyle Reidhead | Milk Road@KyleReidhead

2026.11.01 16:48

My estimate is SpaceX spends around $470B in the next 5 quarters… if he’s to get to 13GW Elon just stepped in and said their capex efficiency is underestimated My estimate is based on $30b/GW and then $45B with Vera Rubin’s Not sure how Elon plans to get this cheaper outside of casting his own turbine blades… but looking forward to the next earnings call to learn more If they can build 1GW for under $30B in 60-90days and immediately lease it for $50-$60B/year, the numbers here are insane