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SpaceX

SpaceX Is Secretly Winning the AI War on Earth — $82 Billion Run Rate Incoming SpaceX

SpaceX Is Secretly Winning the AI War on Earth — $82 Billion Run Rate Incoming

A highly detailed, month-by-month financial model for xAI/SpaceX’s AI data center leasing business. This highlights three existing major leasing deals already in place worth $27.8 billion annualized. Google deal ramping to nearly $1 billion per month (fully online by October) and predicts 1–2 additional major leasing deals will be announced…
bubmag
July 19, 2026