In the age of AI and space 2025, 12 months ago is ancient history. In 2025, SpaceX was making $18.7 billion per year and only had a near monopoly in space payload puttin gup 80-90% of payload and 80% of all satellites.
SpaceX has now locked in a $50 billion per year revenue runrate. $26 billion per year from Anthropic and Google for the Colossus 1 and 40% of the current colossus 2 data center. Still 345,000 B300 chips that could be rented at $38 billion per year. Adding 220,000-1 million GPUs per year. Power from TVA utility, Doosan 380 MW gas turbines and caterpillar gas turbines.
5 Gigawatts of power over the next 2-3 years. Plus. Gigawatts of solar and batteries and transformers. 20% of Nvidia Rubin Chip supply is allocated. Gigawatts will be added via data centers in space.
7 Megawatts per Starship launch. 130 launches per gigawatt.
$100 billion plus per year per gigawatt.
Doubling payload to version 4 starship at 200+ tons will mean 14 megawatts per Starship launch. Increasing to AIV2 satellites will increase per launch capacity to over 20 megawatts per Starship launch. AT $100 billion plus per per gigawatt, by late 2027 or 2028 SpaceX will increase the AI data center launches to $2 billion per Starship launch.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
For a $50b/year revenue company to be worth >$2t as of today’s close, you have to believe everything will go right and go right in a very big, even unprecedented, way for any company of its size and age (SpaceX is over 2 decades old now, though its acquisitions like Twitter/X are younger). But so far with Starship, almost everything has gone wrong. Of 13 attempts – including the recent one that didn’t make it off the launch pad – parts or all of them have blown up or at least become un-reuseable, meaning that the main cost savings has not been realized, let alone the degree of safety required for a crewed mission, let alone refueling for the Moon (forget about Mars, Musk now says), let alone getting to the Moon and returning safely, let alone setting up a colony there.
Yes, Colossus II is renting space to some of the largest hyperscalers or AI companies, but these are terminable contracts, whenever Anthropic etc. finally get data centers of their own, and a rapidly declining asset of Nvidea chips in the meantime – maybe both will peak at the same time. Grok has a small market share, unless Musk wins his lawsuit against OpenAI and drives them out of business (unlikely). More likely is that ALL of the AI companies will have to start paying a lot more royalties for scraping the web of its copyrighted knowledge base. The AI companies are starting to make multi-billion dollar deals to prevent losing even bigger cases in court, which is starting to happen too.
The insider lock-ups expire just about the same time SpaceX will be added to the Nasdaq 100. It’ll be interesting to see which event has more impact on the stock price.
It is difference between “paper wealth” (or net worth) and “liquid wealth” (cash).
I am sure he will use it well.