The Elon Effect: SpaceX's AI Fueled Dilemma The latest earnings report from SpaceX has sent shockwaves through the tech world, with investors growing increasingly concerned about the company's astronomical capital expenditures and their impact on its stock price.
SpaceX's projected capex for 2027 and 2028 totals nearly $200 billion, a staggering figure that raises questions about the company's long term sustainability.
SpaceX is not alone in investing heavily in AI infrastructure. Other hyperscalers like Alphabet and Amazon have been pouring billions into AI technology, sparking concerns about the feasibility of these investments.