ELON’S “IMPOSSIBLE” 12-MONTH PLAN COULD PUT SPACEX $SPCX AHEAD OF COREWEAVE $CRWV
The bet is that vertical integration lets SpaceX build AI infrastructure faster than competitors:
- Elon is planning to beat CoreWeave’s five-year plan in 12 months
- SpaceX builds much of its infrastructure internally, with rocket scientists working on data centres
- The company is all in on NVIDIA $NVDA and has already built roughly a gigawatt of data centre capacity in about a year and three quarters