This article first appeared on GuruFocus. Elon Musk expects computing capacity added in orbit to surpass new installations on Earth by late 2028, with the gap potentially widening the following year. The prediction signals a potential shift in SpaceX (NASDAQ:SPCX) investment priorities as the company expands its AI infrastructure. Its Colossus 2 facility in Memphis already ranks among the world's largest AI computing sites, with an estimated 1.11 million Nvidia H100-equivalent GPUs, according to Epoch AI. The research group projects that capacity could reach 1.82 million in early 2027. Warning! GuruFocus has detected 3 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator.
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