Annie 所长|Aug 18, 2026 08:26
1 trillion in revenue? Don’t miss out on grabbing a piece of Musk’s SPCX pie:
1. Space AI data centers becoming a reality
Starcloud has already sent NVIDIA H100 GPUs into orbit and successfully ran AI models in space. Overall, it’s a win. Musk’s goal is to begin large-scale deployment by 2027!
2. One launch a day
By the end of 2027, using five launch pads, they aim to achieve an average of one Starship launch per day, turning sending AI into space into a high-frequency operation, like hailing a ride.
3. Sprinting toward $1 trillion in revenue by 2030:
Each gigawatt of computing capacity can generate $30-50 billion in annual revenue. With Musk’s space data centers targeting 20GW, that’s about $800 billion alone. These numbers are backed by existing contracts, like Anthropic and Google’s compute leasing deals.
So, hitting $1 trillion annually is easy. Even conservatively, $600 billion is within reach!
4. Grok and the AI ecosystem are the hidden aces:
Most analysts currently focus heavily on compute leasing when valuing the business, giving less weight to the Grok software side. Once Grok 4.6 and future versions truly take off, software revenue will scale rapidly, becoming an additional high-margin growth driver.
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