Published Sep 14, 2026, 5:20 PM ET · Updated 2 months ago · 1 source

Skepticism regarding the quality of SpaceX's AI growth due to computing capacity rentals

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Original Report

While SpaceX's AI business is projected to generate $60 billion in 2027 revenue and $530 billion by 2031, Professor Damodaran expresses skepticism, noting that much of this AI growth comes from renting computing capacity, which he believes detracts from their core AI story.