#SpaceX99%ValueFromAI

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About SpaceX99%ValueFromAI

Musk told SpaceX staff that AI revenue should exceed all other businesses in September. He targets 10 GW of compute by end-2027, which he estimates could generate $300B-$500B annually. His "train on Earth, infer in space" plan would combine Starship capacity, Starlink and AI compute. Musk expects AI to drive 99% of SpaceX's value. SpaceX also released Grok 4.6, seen as its latest AI milestone. These remain management forecasts. Can AI revenue, compute buildout and capex support the valuation?

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