Tesla Telemetry Original
SpaceX capex in the next 5 quarters needs to hit ~$470 BILLION to reach 13 GW by
Tesla Telemetry OriginalNews
"SpaceX capex in the next 5 quarters needs to hit ~$470 BILLION to reach 13 GW by EOY '27 (Elon's new guide)
The BIGGEST WINNER of this capex is NVIDIA, taking 83-89% of the entire expense!
If Elon builds all 13 GW, that's $414B of $NVDA revenue from ONE customer. That's $310B"
(Source: X · @KyleReidhead)
"SpaceX capex in the next 5 quarters needs to hit ~$470 BILLION to reach 13 GW by EOY '27 (Elon's new guide) The BIGGEST WINNER of this capex is NVIDIA, taking 83-89% of the entire expense! If Elon builds all 13 GW, that's $414B of $NVDA revenue from ONE customer. That's $310B"— X · @KyleReidhead
View the source post →Original reporting by Tesla Telemetry, based on the linked source post.
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