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Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate (SemiAnalysis)

Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

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