Jo Bhakdi(@JOBhakdi):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.

Jo Bhakdi

@JOBhakdi

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Jo Bhakdi@JOBhakdi

2026.10.02 20:44

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.