Source: Semianalysis
SpaceX is pivoting aggressively into AI infrastructure, planning to deploy massive datacenter capacity alongside its satellite constellation. This transforms the company from pure launch provider into a direct competitor with hyperscalers like AWS and Google for compute real estate. The projected $300B annual revenue run-rate by 2027 signals SpaceX sees more upside in serving AI workloads than in traditional satellite internet (Starlink). The concentration of 6-8 GW of that capacity in 2027 alone indicates exponential capital deployment that will require sustained funding and compete for the same semiconductor allocation as every other AI chip buyer globally.