Elon shocked the world again on SpaceX's first earnings call: 6-8GW of incremental datacenters in 2027 alone, possibly well above 10GW. Sounds impossible, but we believe it. We see SpaceX on track for ~10GW by year-end 2027, and a path to $300B ARR. (1/5)🧵
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埃隆在 SpaceX 首次财报电话会议上再次震惊世界：仅 2027 年就将新增 6-8GW 数据中心，可能远超 10GW。听起来不可能，但我们相信。我们预计 SpaceX 到 2027 年底有望达到约 10GW，并有望实现 3000 亿美元年收入。(1/5)🧵
Elon shocked the world again on SpaceX's first earnings call: 6-8GW of incremental datacenters in 2027 alone, possibly well above 10GW. Sounds impossible, but we believe it. We see SpaceX on track for ~10GW by year-end 2027, and a path to $300B ARR. (1/5)🧵
来源：SemiAnalysis· x.com