Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
Episode publishedPodcast: SemiAnalysis WeeklySemiAnalysis Weekly
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Wait. What? You're adjusting the NVIDIA logo to make sure it's on display?
Yeah, man. When you have GPUs at home, you know, you gotta show them to the world.
Is that actually a GPU?
It's a it's a decommissioned GPU. You have, like, all the heat sync all the heat sync, but there's no GPU. If you remove all of that, you'll see there's no GPU.
You're gonna start running some local models to stop this token burn that you've been jacking up or what?
God. Cut costs, man. But they keep telling me that it's cheaper on the cloud, you know. So I'm like, okay. My electricity bill can't handle it.
Jeremy, Rake, we're gonna talk about SpaceX doing 10 gigawatts in '27. You guys ready? Welcome back. Something else is weekly. We got Jeremy and Rick. Like I said, we're gonna talk about the article we put out that got a lot of traction. SpaceX 10 gigawatt 2027. Why it's real. Will drive $300,000,000,000 of ARR for SpaceX and why Microsoft will be the largest off taker. We're gonna try and talk through of Elon's statements on the earnings call, talk through the economics, how we get that 100,000,000 per megawatt per year that they're gonna sell this stuff at when you pass pass through the toke
Yeah. Let's go.
Yeah. Thanks for having us, Jordan. Alright, Jeremy, you're first author here. So you launched statements during the earnings call conservatively. What does what does this mean? What's the takeaway when he has SpaceX first ever earnings call and says that he's got these gigawatt ambitions?
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