SpaceX plans to reach 5-10 gigawatts of computing capacity by 2027, potentially making artificial intelligence its largest long-term revenue source. Estimates suggest 10 GW could generate around $300 billion in annual recurring revenue if half of this capacity is monetized externally. While Starlink shows strong profitability with a 62.9% EBITDA margin in 2025, it also requires significant capital expenditures, including $4.18 billion for connectivity and $2.9-$3.7 billion annually for satellite replacements. Given SpaceX's roughly $2 trillion valuation, success depends on exceptional capital productivity from AI, Starship, and Starlink V3, not just revenue growth.
SpaceX holds a massive market cap of $2.01 trillion as of September 19, 2026, 21:31 WIB, reflecting its scale in both aerospace and emerging AI sectors. The stock price on Pluang is USD 152.81, down 1.26% for the day, with high trading volume at 335,217,990 shares. Despite the recent dip, investor activity shows a majority selling at 71%, indicating cautious sentiment around its ambitious AI and Starlink projects.
SpaceX stock declined nearly 9% in October, dropping from $150.86 to $137.46 despite early-month gains above $170. Investors who bought in September or early October faced losses, though the stock remains above its IPO price of $135. Analysts remain ...
More airlines are seeking to equip their fleets with Starlink, the satellite internet service owned by SpaceX, to meet growing passenger demand for fast and reliable in-flight WiFi. United Airlines CEO Scott Kirby called Starlink the biggest competit...
About 3.89 billion SpaceX shares became eligible to trade within three months through October 26, 2026, following IPO lockup expirations. Despite this large supply, the stock price remained relatively stable, supported by the company's profitable Q3 ...
Elon Musk expressed support for a merger between Tesla and SpaceX, calling it a good idea, but highlighted the challenge of securing a 50% vote from all Tesla shareholders, which translates to about 1.98 billion votes. The merger would face a high vo...
T-Mobile's CEO Srini Gopalan stated there is no room for a SpaceX mobile virtual network operator (MVNO) deal, as satellite service does not provide access to new customers beyond T-Mobile's reach. He emphasized that satellite networks, like SpaceX's...
