#SpaceX99%ValueFromAI

Elon Musk says AI could account for 99% of SpaceX's value within the next four to five years.

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

[Pharaoh's Market Watch] Pharaoh's spicy comment: I'm floored by Elon Musk's latest move! 🚀🧠 Brothers, my DMs exploded like fireworks, all asking, "Pharaoh, Pharaoh, Elon Musk said AI will account for 99% of SpaceX's value in five years. Is this guy quitting rockets to sell crutches, or is he just painting us a big Mars pie?" Pharaoh sums it up in one sentence: Rockets keep flying as usual, but the way to make money has completely changed! Elon Musk, the old fox, is officially a rocket maker, but behind the scenes, he's already scheming to empty your wallet with computing power. Let me throw some data at you to show what "dimensionality reduction strike" means— SpaceX's AI revenue in Q2 hit $2.6 billion, a quarter-over-quarter surge of 213%, and a year-over-year jump of 247%! Elon Musk did the math and confidently set the timeline: "Don't ask, just know that next month (September), AI revenue will surpass the combined total of rockets and Starlink; by Q4? It'll be 'far beyond'—too embarrassing to compare." Think that's all? The computing power expansion plan is even more aggressive. Elon says he has already built the "world's most powerful AI training cluster," and by the end of next year, the computing power scale will increase tenfold, reaching 10 gigawatts. He counted on his fingers and calculated: at $30 to $50 per watt, this is a business generating $300 billion to $500 billion annually! At this point, some might ask, "So no more Starlink? No more rocket launches?" That's a narrow view! Elon’s logic is terrifyingly clear: Starship is infrastructure; AI is the soul. SpaceX has accumulated 25 years of rocket R&D, manufacturing, and operational data, all fed into Grok, aiming to let AI "inherit the employees' thoughts, ideas, and beliefs"—in plain English: copying a room full of veteran engineers' brains into countless cyber workers who don't need salaries or sleep. Even more incredible is the "Starmind" satellite plan, starting next year to launch "computing satellites" into space, so future AI reasoning runs directly in orbit. Wow, this is about moving data centers to the sky! So, how does Pharaoh see it? SpaceX is no longer just a "freight company helping you launch satellites for some hard-earned cash." It has transformed into a "super money printer selling computing power as hard currency." Rockets, Starlink, Dragon spacecraft? All are tickets ensuring the safety of this "computing power empire." AI accounting for 99% of value in five years? It's not that rockets stop flying; rockets become the backdrop, and computing power is the new trump card! Remember Pharaoh's words: good deals come to those who wait, but if your understanding lags, all you get is to slap your thigh in regret. SpaceX's narrative has completely flipped; if your valuation logic still revolves around "how much money launching a satellite makes," then you’re truly losing at the starting line. Did you get this wave? $BTC $ETH $SNDK #马斯克称AI将占SpaceX价值99%

#马斯克称AI将占SpaceX价值99% I am Cige. With one sentence, Musk completely overturned the valuation logic of SpaceX. On August 11, at an all-hands meeting inside SpaceX, Musk spent 30 minutes redefining the company—not as a space company, but as an AI company. AI revenue will surpass everything in September, accounting for 99% of value in five years. Musk's exact words were: "Not maybe, but definitely—our AI revenue will exceed all other SpaceX revenue in September and will significantly surpass all other revenue in Q4." This is the first time he has given a specific timeline for AI revenue overtaking traditional business. More aggressively long-term, AI will account for 99% of SpaceX's company value within four to five years, with the total value being an "astronomical number." This means that rockets, Starship, Starlink, and other traditional businesses only account for 1% in his own valuation model. Data already supports this shift. In Q2, SpaceX's total revenue was about $7.8 billion, with AI business at $2.6 billion, a quarter-over-quarter growth of 213% and year-over-year growth of 247%. Starlink revenue was about $4.3 billion, and space launches about $960 million. AI is catching up and surpassing all traditional businesses at a visible speed. 10 gigawatts of computing power, $300 billion to $500 billion annual revenue target Musk gave a very specific computing power target: expand AI computing power to 10 gigawatts by the end of next year. Currently, SpaceX's computing power is about 1.4 gigawatts, aiming to expand about 7 times. At a value of $30 to $50 per watt, 10 gigawatts corresponds to annual revenue of $300 billion to $500 billion. The AI department's annualized revenue in Q2 was about $10 billion; $500 billion is 50 times that. To support this scale, SpaceX's capital expenditure is expected to exceed $45 billion this year. Ground training, space inference, Starlink as the pipeline Musk clarified the core division of AI deployment for the first time: AI training remains on the ground, AI inference moves to space. SpaceX plans to start launching Starmind AI satellites next year, equipped with Nvidia Vera Rubin architecture computing payloads. Starlink currently has nearly 11,000 satellites in orbit, covering 167 countries, with 22 million mobile users and 13 million high-bandwidth users. Musk's goal is for Starlink to carry over 90% of global internet traffic. AI business revenue mainly comes from two sources: one is using Starlink as the network layer for xAI workloads, and the other is directly renting computing power. The logic chain of this architecture is clear: Starship delivers computing devices into orbit, Starlink acts as the data transmission pipeline, and space-deployed computing power provides infrastructure for AI inference. Terafab chip factory, Grok iterations, acquisition of Cursor SpaceX is building the Terafab semiconductor factory in Texas, cooperating with Tesla to produce advanced chips. Musk revealed Grok 4.6 will launch in about a week, 4.7 is expected in three to four weeks, and Grok 5, which incorporates all SpaceX engineering, manufacturing, and operational data, aims to be released by the end of this year. SpaceX has also finalized a $60 billion stock acquisition deal for Cursor. Morgan Stanley expects Cursor's ARR to reach $33 billion by 2030. Market reaction split, intense battle between bulls and bears SpaceX's stock once rose over 5% to $140.13 in early trading, up nearly 30% from its IPO low. But it closed down 3.93% at $133.29, falling below the $135 IPO price and down 40.9% from the 52-week high of $225.64. The high open and low close indicate the market is digesting the long-term imagination of the AI narrative while worrying about the reality risks of capital expenditure and execution. Morgan Stanley gave a baseline target price of $300, with a bull case of $600, corresponding to a total valuation exceeding $8 trillion. Morgan Stanley believes the market is extremely conservative in pricing SpaceX's AI business; after stripping out space business, the implied valuation of AI business is only about $12 per share. However, some analysts point out that SpaceX's annual capital expenditure is expected to exceed $45 billion, and AI revenue still has a long way to go to support the $500 billion expectation. Implications for Bitcoin This has two layers of impact on BTC. In the short term, SpaceX's AI narrative strengthens risk appetite across the tech sector. AI infrastructure capital expenditure is still accelerating, and fiat credit consumption continues. BTC, as a high-beta asset, benefits in sync with tech stock sentiment recovery. In the medium term, SpaceX's full shift to AI means capital expenditure on computing infrastructure will enter a new scale. The 10 gigawatts computing power, $300 billion to $500 billion annual revenue target, and $45 billion annual capital expenditure all represent ongoing consumption of dollar credit. Each round of AI infrastructure financing and expansion reinforces BTC's long-term narrative as a non-sovereign asset. SpaceX is no longer a space company. Rockets are tools, Starlink is the pipeline, AI is the goal. Musk told the market in 30 minutes that 99% of this company's future is unrelated to launches but related to computing power. The direction has flipped; whether to follow is up to you. Cige is done. Think it over. $BTC $ETH $SNDK

Elon Musk is hyping up again. At a SpaceX all-hands meeting, he made a statement that directly redefined the company's positioning — "In five years, AI will contribute 99% of SpaceX's value." In Musk's view, SpaceX is no longer just a rocket company. AI revenue is expected to surpass the total of all other company businesses by September. By the end of next year, they aim to reach 10 gigawatts of computing power. According to his calculations, that translates to $300 to $500 billion in annual revenue. What does 10 gigawatts mean? It’s like running hundreds of thousands of GPUs simultaneously, consuming enough electricity to power a medium-sized city. He also proposed a "ground training, space inference" approach, effectively packaging Starship's transport capacity, Starlink network, and AI computing power into a single infrastructure. Rockets are not just for launching satellites; they are paving the way for AI. The approach is ambitious, but the direction is indeed on point. With Starlink coverage already so extensive, adding space-based computing nodes would elevate the entire network architecture beyond terrestrial data centers. What does this have to do with crypto? First, AI computing power demand is still exploding, not linear but exponential. If Musk’s 10 gigawatts plan materializes, hardware procurement alone will be astronomical. Miners waiting for computing costs to drop shouldn’t hold their breath in the short term; demand is still surging. Second, capital will continue to concentrate in the AI sector. AI projects and DePIN projects in the crypto space will find it easier to attract attention and funding, but the prerequisite is that you actually have something real, not just a flashy PPT. Third, the intersection of AI and crypto is deepening. Musk is working on space inference, crypto projects are working on decentralized computing power, and these two paths may eventually converge at some point. Whoever figures it out first will be the infrastructure of the next era. Here’s my take. Musk’s statement sounds like bragging, but his track record of delivering on big claims is better than most people think. Starlink, Starship, and Tesla’s AI training clusters are all solidly implemented. With SpaceX’s cash flow and Starlink revenue backing 10 gigawatts, it’s at least much more reliable than those vaporware projects in crypto. But for traders, this level of narrative corresponds to a very long investment cycle. You know it might be right, but the process will involve countless fluctuations. From a big-picture perspective, the AI sector is still in its early stages; the real big market rally hasn’t arrived yet. #马斯克称AI将占SpaceX价值99% $BTC

Elon Musk said that in five years, 99% of SpaceX's value will be AI, so what about rockets and Dogecoin? Yesterday at the all-hands SpaceX meeting, Elon Musk dropped another bombshell. The core message was: within four to five years, AI will account for 99% of SpaceX's value, and this is set in stone for five years from now. Moreover, next month, in September, AI revenue will surpass the combined revenue from rockets, spacecraft, and Starlink, and in Q4 it will "significantly exceed" them. I first laid out the timeline to avoid arguments: · February 2: SpaceX announced a full stock acquisition of xAI, valuing xAI at $250 billion, SpaceX at $1 trillion, combined $1.25 trillion; in May, Musk announced xAI would no longer be independent and renamed it SpaceXAI; · June 12: SPCX listed on Nasdaq, IPO price $135, IPO valuation $1.77 trillion, the largest IPO in history; · June 16: peaked at 225.64, market cap nearly $3 trillion, then nothing more; · July 15: intraday fell below the $135 IPO price, July 28 hit a low of 107.01, early August hit a new historical low of 104.83, more than halving from the high, market cap evaporated by $1.2 trillion; · August 4: Deutsche Bank released a report separating space business and Starlink valuation, combined median $1.35 trillion, roughly the market cap at the time—meaning the market priced AI at approximately zero; · August 12: Elon Musk slammed the table: it’s not zero, it’s 99%. That day SPCX closed up 9.65% at 146.15, market cap rebounded above $1.8 trillion, nearly 40% up from the 104.83 low. I’m familiar with this move, translating it: you don’t believe AI is valuable? I’m saying it’s worth 99% myself. There’s also the goal to reach 10 gigawatts of computing power by the end of next year, which he values at $30 to $50 per watt, corresponding to annual revenue of $300 to $500 billion. What does 10 gigawatts mean? It’s like ten large nuclear power plants running at full capacity just to train models for him; even the electric meter would want to quit. The most surreal part is SpaceX’s current storyline: rockets are just traffic drivers, Starlink provides computing power, Mars is just a PowerPoint backdrop, training happens on the ground, inference happens in space, and the real money comes from selling GPU time. So what about the DOGE-1 lunar mission? A peripheral giveaway for the AI business? Speaking of DOGE-1, announced officially in May 2021, with all launch costs paid in Dogecoin, originally scheduled for 2022 launch, but delayed repeatedly, the latest target is 2026—whether it will happen is still uncertain. Elon Musk’s track record on delays means $DOGE holders have been waiting for the moon landing since their kids started elementary school. Now there are rumors that X Money will integrate BTC/ETH/DOGE by year-end, and Starlink might use DOGE for remote area settlements. Rumors or not, every time Elon Musk speaks, Dogecoin always gets a shake. Will this AI narrative bring DOGE back up? Who knows. I’ll just say three points: 1. Elon Musk’s timeline always automatically adds a two-year buffer; 2. A company whose stock just rebounded from 104 to 146 saying 99% of its value comes from a business that only starts making money in September is not just a market dream valuation, it’s a market fantasy valuation; 3. The DOGE in my wallet is still waiting for the moon landing, my $SPCX IPO shares are still waiting to break even, but Elon Musk’s pie keeps getting bigger and rounder. Don’t ask me if I’m rushing in; the position I FOMO’d into last time is still standing guard at the peak. #马斯克称AI将占SpaceX价值99%

$XSPCX SpaceX (SPCX) recent market performance shows characteristics of "earnings exceeding expectations but stock price volatility." As of August 13, 2026, the stock price has been fluctuating around $135 (IPO issue price), just rebounding from a sharp drop after the earnings report, but momentum has weakened. 📊 Core Market Data · Recent trend: After the earnings report on August 5, the stock plunged 13%, then rebounded to $138.74 due to the unlocking of restricted shares, but recently fell back to around $134.54. · Valuation changes: Market capitalization exceeded $3 trillion on the first day of listing, currently down to about $1.74 trillion (around $135/share), halving from the historical peak. 💰 Earnings Highlights and Concerns Impressive operating data · Revenue: $7.814 billion (YoY +92%), far exceeding the expected $6.93 billion. · Profitability: Net loss significantly narrowed to $541 million, adjusted EBITDA reached $3.538 billion (YoY +192%). Two major concerns triggering the plunge · AI cash burn is intense: Q2 capital expenditure reached $18.4 billion (AI accounted for $15.8 billion), more than six times that of the same period last year, raising market worries about continued negative cash flow. · Restricted shares unlocking: The first batch of about 911 million shares unlocked on August 6, creating huge supply pressure. 🔍 Bull-Bear Battle Focus Currently, market divergence is very clear: · 📉 Bearish logic (cash burn and valuation): The profitability model of the xAI business is still unclear, and large-scale debt issuance (planning to issue $20 billion bonds) and future cash flow pressure worry institutions. Morningstar even gave a fair value estimate of $62. · 📈 Bullish logic (leading moat): Starlink’s quarterly profit is $1.66 billion (profit margin 38.7%), proving a closed commercial loop. Deutsche Bank believes the current market cap "over-penalizes" the AI business. Morgan Stanley still maintains a $300 target price. ⚡ Key Price Reference · Current support: $132 - $135 (IPO issue price and recent low area). · Upper resistance: $140 - $150 (short-term pressure faced during rebound). · Upcoming key event: The second round of restricted shares unlocking will occur on August 20, posing potential selling pressure. Overall, SpaceX is in a fierce battle between "strong fundamentals" and "high valuation digestion," with extreme volatility. Future trends depend on when the AI business can deliver on profitability expectations and how the unlocking pressure is absorbed.

#马斯克称AI将占SpaceX价值99% Elon Musk's SpaceX strategy has completely shifted towards AI. Within the next 4–5 years, AI business will account for 99% of SpaceX's overall valuation. Musk has finally seen the essence of the problem $SPCX Rocket launches and Starlink satellites will become AI supporting infrastructure; Musk's original words: The core of future civilization is AI and robotics, and SpaceX must dominate the AI track. By September 2026, related AI revenue will exceed the total revenue of aerospace and Starlink businesses, with a significant gap opening in Q4; in 2026 Q2, AI single-quarter revenue reached $2.6 billion, a year-over-year increase of 247% and a quarter-over-quarter increase of 213%. Currently, a world-class AI ground training cluster has been built; by the end of 2027, total computing power will expand to 10 gigawatts (10GW), which is 10 times the scale of the existing cluster. The revenue estimate for 10GW: annual revenue per watt is $30–50, so 10GW at full capacity corresponds to annual revenue of $300–500 billion. Musk stated that within the next 4–5 years, AI business will account for 99% of SpaceX's overall valuation, with aerospace and satellites only serving as data transmission and computing power deployment carriers. Personally, I feel that the certainty of SpaceX's development is still very high. Large funds need to acquire a large number of shares during the unlocking period, which is the most important. Short-term fluctuations do not matter; from a ten-year perspective, they are trivial. If anyone can achieve great success in space commercialization, it is undoubtedly Musk, because he has almost no competitors. Most people, I find it very interesting. Since SpaceX's inception, every step forward has been met with endless ridicule, countless people mocked Musk and taught him how to do things. Seeing him grow into the world's richest man, these people continue to eat pancakes dipped in saliva while typing on their keyboards, scheming. Of course, investment requires caution. This is a personal opinion, not investment advice. You can consider it as a satellite warehouse

#马斯克称AI将占SpaceX价值99% $SPCX Musk dropped a bold statement at the all-hands meeting: AI revenue is expected to surpass the company's other businesses combined by September, and in five years, AI will account for 99% of SpaceX's value. He did the math — by the end of next year, building 10 gigawatts of computing power, at $30-50 per watt, corresponds to annual revenue of $300 billion to $500 billion. SpaceX's AI business revenue in Q2 has already grown 213% quarter-over-quarter and 247% year-over-year, reaching $2.6 billion. Of the $7.8 billion total revenue in Q2, AI already accounts for nearly one-third. The last successful short squeeze happened because the short positions were too crowded — 34% of the float was shorted. Now the short positions have dropped to only 11%, so even if the stock price continues to rise, the number of shorts forced to cover has significantly decreased. The intensity of the previous "short squeeze stampede" is hard to replicate. A bigger issue is the continuous release of shares. On August 20, 319 million shares (about 7%) will be unlocked, about 700 million shares in September, and nearly 700 million shares in October. By the end of the year, the float will surge from 639 million shares to 5.33 billion shares. Last week's unlock didn't crash the market because the short positions were too crowded. This week, the shorts have mostly exited; can we really expect the same script to play out again? The real factor determining the trend after August 20 is not the shorts, but the insiders and early investors who can finally sell their shares.