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.
AST SpaceMobile's stock fell 6% after SpaceX agreed to acquire a nationwide low-band spectrum portfolio that AST had been pursuing, closing off a key option for expanding its satellite phone service. This spectrum is crucial for direct-to-device sate...
SpaceX's Starlink is expanding its mobile service by acquiring up to 14 MHz of low-band spectrum, challenging major US wireless carriers like AT&T, Verizon, and T-Mobile. This spectrum will improve Starlink Mobile's coverage by allowing signals to tr...
SpaceX's purchase of nationwide low-band spectrum enables its Starlink service to operate as an independent cellular network, challenging traditional carriers Verizon and AT&T, whose stocks fell 7% amid fears of increased competition. This move expan...
SpaceX went public at a record $1.77 trillion valuation and has since grown to over $2.1 trillion as of October 9, 2026. Early investors have seen significant gains, with the stock price rising from $135 at IPO to $166.69 in pre-market trading. Howev...
President Donald Trump purchased $1-5 million in SpaceX bonds just two days before signing a major order to accelerate the U.S. commercial space industry. The order aims to increase launch and reentry operations in the U.S. to over 1,000 annually by ...
