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SpaceX aims for 5-10 GW AI compute by 2027, with AI as a major future revenue driver.

Market News
19 Sep 2026
Seeking Alpha
View Source
Bullish
SpaceX aims for 5-10 GW AI compute by 2027, with AI as a major future revenue driver.

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.

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