SpaceX Stock Chases 3-Week Winning Streak: CFO Says ‘Very Strong’ Nvidia Alliance Could Fuel 10-GW AI Push
A new hosting deal will add about $13 billion in ARR from Dec.1, boosting SpaceX’s confidence in its $100 billion year-end target. SpaceX plans to expand terrestrial AI compute capacity from just over 2 GW in 2026 to 5-10 GW in 2027. Johnsen said SpaceX has visibility into the power, facilities and permits needed for … Read more