Deutsche Bank projects that $SPCX could reach $77B in annual recurring revenue by the end of 2026, supported by contracted AI compute deals covering 893K $NVDA GPUs and 1.6 GW of capacity. This includes approximately $11B in annual revenue from $GOOGL alone. That’s before factoring in Starlink and launch revenue, making Elon Musk’s $100B December target appear increasingly achievable. GB300 GPUs are also estimated to generate around $13 per hour compared to $3.50 for H100s. This pricing difference offers an important benchmark for the GB300 capacity being deployed by $IREN and $NBIS, while highlighting why GPU generation and performance will be critical for $CRWV when renewing contracts.
Adex_cryptShare
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.