Semianalysis Agrees With NextBigfuture $300B Per Year for SpaceX by End of 2027
by Brian Wang from NextBigFuture.com on (#77HQ4)
Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Spot prices are higher. The AI lease rates make sense. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. 5 years for $100 billion but not available during the next ...