With regards to $SPCX, sell side has 2027 revs at $117 billion… if $SPCX gets even close to 13GW by end of 2027… they’ll probably double that consensus number depending on how much of that capacity they’re able to sell and at what prices plus their space and connectivity businesses ie rockets, satellites and starlink. Fwiw, I don’t think $SPCX will have any issues financing their capex if the payback period is 12 months or less… this bodes well for other neoclouds that have been hammered in recent weeks over financing concerns but Elon just put those worries out to pasture.
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