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<p>SpaceX just said it hit 1.7 GW of compute! CoreWeave has about 4.2 GW contracted and about 1.5 GW already active. The neoclouds are building at a scale we've never seen!

So why do so many people still call AI a bubble? The spending is huge, and Elon posted today that $1 trillion in SpaceX revenue in 2028 is "no longer impossible." That's a big number, and big numbers make people nervous.

But here's the demand layer I think gets overlooked: regular companies plugging AI into their own systems and changing how they run. Finance, HR, customer service, logistics. Every one of those shifts needs compute too!

So, bubble, or just the beginning?</p>

SpaceX just said it hit 1.7 GW of compute! CoreWeave has about 4.2 GW contracted and about 1.5 GW already active. The neoclouds are building at a scale we've never seen!
So why do so many people still call AI a bubble? The spending is huge, and Elon posted today that $1 trillion in SpaceX revenue in 2028 is "no longer impossible." That's a big number, and big numbers make people nervous.
But here's the demand layer I think gets overlooked: regular companies plugging AI into their own systems and

SpaceX just said it hit 1.7 GW of compute! CoreWeave has about 4.2 GW contracted and about 1.5 GW already active. The neoclouds are building at a scale we've never seen! So why do so many people still call AI a bubble? The spending is huge, and Elon posted today that $1 trillion in SpaceX revenue in 2028 is "no longer impossible." That's a big number, and big numbers make people nervous. But here's the demand layer I think gets overlooked: regular companies plugging AI into their own systems and changing how they run. Finance, HR, customer service, logistics. Every one of those shifts needs compute too! So, bubble, or just the beginning?

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