4 predictions about SpaceX $SPCX in the future:

1. In 2027, AI computing power will go into space and begin small-scale testing
Space-based solar power will be more than 5 times stronger than on the ground, work 24/7 around the clock, rely on radiation for cooling, and won’t require renting land—the cost curve will keep getting lower. Combined with Starship’s high-frequency reuse, the future points to annual 100 GW-level computing power!
2. Starlink’s surge brings high-margin cash flow
Starlink users will reach 30 million in two years, and 100 million by 2034, and the direct-to-phone business will also surge along with it.
3. SpaceX’s AI business will become very formidable
There’s already a super-large cluster like Colossus. Cursor’s model was trained with reinforcement learning on it for only a few weeks, and performance jumped significantly. After that, there will also be ground-level data centers at the gigawatt scale + in-orbit computing power, and the scale of computing will far exceed most AI companies.
4. TeraFab controls the lifeline of chips itself, avoiding being choked by others
With Tesla + Intel working together to build foundries, TeraFab will gradually ramp into mass production, and semiconductor wafer supply will no longer depend on TSMC’s mood.