$SPCX · Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)

episode briefing

extracted intelligence

SemiAnalysis

Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)

2026-08-09 · 11 company · 7 thematic

sentiment

6 bull1 bear4 neu

speakers

jeremy

First author of SemiAnalysis SpaceX 10GW article; leads inference economics modeling (Inference X) and supply chain tracking for AI data centers.

jordan

Co-host who shares Apple design reactions and WWDC observations from team members.

rick

SemiAnalysis data center permitting and construction expert; tracked 1M+ US sites for power/warehouse availability, turbine supply, and labor bottlenecks.

quote

“we think like um they can fairly easily today uh today on API that is open anthropic make a $100 million per megawatt per year right and just tying it back to like why is Elon trying to build so many gigawatts so fast well it's because no…”

—jeremy

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