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SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. Tasha Keeney and Daniel Maguire unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.

ARK Invest

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82,438 views • 1 month ago •via X (Twitter)

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6 Comments

Jim Goodloe1 month ago

@TashaARK @DMaguireARK If they can catch Starship, that will be a big unlock! 🚀

Saad Gul1 month ago

@TashaARK @DMaguireARK True

Paul Alleeson1 month ago

@TashaARK @DMaguireARK Then don't they need to build the 20 large nuclear reactors, or buddy up with someone who is doing that?

Finnbogi Rútur1 month ago

@TashaARK @DMaguireARK @AlexTeha

Shieldmaiden Sophia1 month ago

@TashaARK @DMaguireARK Been watching the AI compute build-out. SpaceX needing 20 nuclear reactors of power for compute alone confirms energy infrastructure is the real constraint on AI scale-up.

Ben1 month ago

@TashaARK @DMaguireARK Utter tosh- it’s fairyland asset management

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45,553 views • 1 month ago

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Mario Nawfal

43,332 views • 1 month ago

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