SpaceX Is Secretly Winning the AI War on Earth — $82 Billion Run Rate Incoming
by Brian Wang from NextBigFuture.com on (#773A6)
A highly detailed, month-by-month financial model for xAI/SpaceX's AI data center leasing business. This highlights three existing major leasing deals already in place worth $27.8 billion annualized. Google deal ramping to nearly $1 billion per month (fully online by October) and predicts 1-2 additional major leasing deals will be announced before the end of the ...