SpaceX 10GW in 2027 – Why It's Real, Will Drive $300B ARR for SpaceX

The specific predictions here are (1) SpaceXAI will borrow ~$250B to build at least 5 GW of GPU capacity in 2027 and then (2) OpenAI/Anthropic/others will pay SpaceXAI ~$300B/year to rent those GPUs. This money would have to come either from customer revenue (assuming something like $1T of token revenue in 2027) or investors. These are very large amounts of money. If you extrapolate current exponential growth trends, $1T is possible. But any number of events could pop the bubble in the next 18 months. The biggest risk AFAIK is simply investors running out of capital to invest. Another risk is that token prices collapse due to competition.