SPCX Fear & Greed
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SpaceX’s AI business is now more than half its revenue. This page tracks how much compute it has built, what it has promised, what customers pay and what could slow it down.
Nameplate compute in gigawatts at the end of each quarter. The marks on the last bar show the year-end 2026 guide as a range.
What SpaceX has said it will reach, next to what analysts expected before the Q3 call. Compare the dots with the rings, but note the analyst views are older.
Price per watt decides how much revenue each gigawatt brings in. These are the figures that have surfaced.