SpaceX’s AI bet: Musk says 99% of the company’s value will come from AI within five years

Elon Musk told SpaceX staff that AI will account for about 99% of SpaceX’s value within four to five years and that AI revenue could surpass all other space revenue as soon as September. SpaceX plans to run its AI stack on NVIDIA’s Vera Rubin architecture, targeting roughly 15–20 GW of compute by 2027 (up from 1.4 GW today, with >2 GW by end-2026) and signaling sizable NVIDIA GPU orders next year. Analysts say the AI push could unlock large NVIDIA revenue; SpaceX’s AI revenue reached $2.6B in Q2, up 213% sequentially, with cloud contracts from Anthropic and Google.