Shay Boloor(@StockSavvyShay):Deutsche Bank sees $SPCX nearly tripling its ARR to $100B by year-end: • Neocloud ~$48B • Starlink ~$13B • Cursor ~$12B • Starshield + Enterprise ~ $11B • Space ~$7B • Advertising ~$4B • Grok/X/Other ~$3B You're also seeing how SpaceX is no longer relying on launch and Starlink alone with AI infrastructure becoming the largest contributor to the next leg of growth. That matters because SpaceX plans to scale compute from >2 GW exiting 2026 toward ~10 GW next year on $NVDA Vera Rubin making ~$100B of ARR look more like the base of a much larger AI-driven S-curve.

2026.08.22 15:42

Deutsche Bank sees $SPCX nearly tripling its ARR to $100B by year-end: • Neocloud ~$48B • Starlink ~$13B • Cursor ~$12B • Starshield + Enterprise ~ $11B • Space ~$7B • Advertising ~$4B • Grok/X/Other ~$3B You're also seeing how SpaceX is no longer relying on launch and Starlink alone with AI infrastructure becoming the largest contributor to the next leg of growth. That matters because SpaceX plans to scale compute from >2 GW exiting 2026 toward ~10 GW next year on $NVDA Vera Rubin making ~$100B of ARR look more like the base of a much larger AI-driven S-curve.