$SpaceX(SPCX)$ FY27 Q1 Revenue Guidance: $33–$37 billion, significantly exceeding the market's expectation of $24.5 billion. This means a 127-154% increase compared to the previous period. If this guidance is implemented, SpaceX's annual revenue will approach $150 billion, directly reshaping the landscape of the AI compute market.
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- JoBloor·10-21 13:12That guidance says the AI compute curve is way steeper than people priced in, and crossing 20B next year suddenly doesn't feel far off1Report