🚀📊Following SpaceX’s first public earnings report, the most debated element has been Elon Musk’s stated ambition to deliver a large incremental block of AI compute capacity in 2027—conservatively 6–8 GW, with potential to exceed 10 GW. At an estimated all-in cost of roughly $50 billion per gigawatt of complete AI infrastructure, the associated capital expenditure would fall in the $300–500 billion range. That figure is larger than the expected 2026 capital budgets of Amazon, Microsoft, or Meta individually and has understandably drawn skepticism.