This Is SpaceX's Biggest Risk, and It's Not What You Think

Impact · against what's priced in

The news that SpaceX is scaling its compute targets to 13-20 GW is a significant catalyst for Nvidia, as the market currently refuses to pay for the specific revenue contributions of the SpaceX partnership. While the capex figures are massive, they directly validate the revenue-per-gigawatt escalation and the cumulative Blackwell/Rubin projections that the market has previously declined.

NVDA+0.60: Challenges what's priced in
The price assumes

This Is SpaceX's Biggest Risk, and It's Not What You Think

What matters in this story

How Elon Musk's SpaceX triggered an $11 billion earnings shock for Alphabet

This Is SpaceX's Biggest Risk, and It's Not What You Think

What matters in this story

How Elon Musk's SpaceX triggered an $11 billion earnings shock for Alphabet

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This Is SpaceX's Biggest Risk, and It's Not What You Think

What matters in this story

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How Elon Musk's SpaceX triggered an $11 billion earnings shock for Alphabet

This Is SpaceX's Biggest Risk, and It's Not What You Think

What matters in this story

Next reads from the same story arc

How Elon Musk's SpaceX triggered an $11 billion earnings shock for Alphabet

How each ticker is affected

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Track these names every morning.

STMicro beats Q3 profit estimates, sees Q4 sales above $4 billion

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