SpaceX forecasts $35B–$40B in next-quarter investment in AI/data center capacity
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SpaceX forecasts $35B–$40B in investment next quarter, and this comes after $19.6B in capital expenditures this quarter. The filing cites $19.6B of current-quarter capex. The company’s spending shifts further toward building data center capacity alongside Starship rockets.
Why it matters
SpaceX’s filing forecasts $35B to $40B of investment next quarter, following $19.6B of capital expenditures this quarter. The newsletter notes these investments are driven largely by data centers (alongside Starship rockets).
