SemiAnalysis. talk about SpaceX’s 10 GW AI compute ambitions. Frontier labs can generate ~$100 million of revenue per megawatt per year today on API inference with GB300-class systems. Cost of the underlying compute is roughly $12–15 million per MW with 5-year infrastructure-as-a-service averages from providers like CoreWeave, Oracle, Nebius, or self-build economics. This supports ~85%+ … Read more
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