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JPMorgan Sees SpaceX Reaching 10 Gigawatts of Compute by the End of 2027
The bank models $254 billion in 2027 revenue and an annualized revenue run rate of about $400 billion by year-end.

JPMorgan projects SpaceX will reach 10 gigawatts of computing capacity by the end of 2027, adding an infrastructure estimate to the bank’s outlook for the company.
The model puts 2027 revenue at $254 billion and the annualized revenue run rate at about $400 billion by year-end. The $254 billion forecast was part of JPMorgan’s earlier revision to its SpaceX estimates.