$SpaceX(SPCX)$ In a year, people will look back at these 13 days and ask how it was ever priced like this. A couple days ago Elon mentioned 3 gigawatts in December and 13 gigawatts next year.
The pace so far:
Jun 2025: 0.4 GW
Sep 2025: 0.6 GW
Mar 2026: 1.0 GW
Sep 2026: 1.7 GW
Dec 2026: ~3 GW
The whole year up to September added 1.1 GW. Q4 alone adds ~1.3 GW. One quarter beats the year before it. And it only gets faster.
CoreWeave, the biggest neocloud, needed 18 months to go from 0.36 GW to 1.5 GW active.
SpaceX's 2027 plan is +10 GW in one year, and every watt gets rented. $50/year is the floor. 13 GW x 90% rented x $50 = ~$585B a year. Elon's own range for end-2027 ARR is $500B to $1T.
500 by end of 2027.
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