The SemiAnalysis report states that SpaceX's goal of adding over 10GW of computing power by the end of 2027 is feasible. Musk stated that SpaceX's conservative goal is to deliver 6 to 8GW of incremental computing power by 2027, with an upward space of over 10GW. Based on a capital expenditure of approximately $50 billion per GW, the capital expenditure in 2027 could reach $300 billion to $500 billion. The SemiAnalysis model shows that OpenAI and Anthropic can generate over $100 billion in revenue per GW annually when providing API inference services in the GB300 cluster; Calculated at a rental price of $3 per GPU per hour, the annual cost per GW is approximately $12 billion. SemiAnalysis estimates that the $250 billion infrastructure agreement signed between Microsoft and OpenAI in October 2025 corresponds to approximately 7GW of computing power, and it is possible for Microsoft and SpaceX to sign a computing power contract worth approximately 3GW and a total value of approximately $150 billion. SemiAnalysis expects SpaceX's annual recurring revenue to reach $300 billion by the end of 2027.
