SpaceX could feasibly add more than 10GW of computing capacity by the end of 2027, according to SemiAnalysis, broadly aligning with Elon Musk's earlier statement that the company's conservative target is to build and deliver 6GW to 8GW of incremental capacity in 2027 alone, with upside beyond 10GW. Using an estimated $50 billion of capital expenditure per GW, the report implies roughly $300 billion to $500 billion of 2027 spending. SemiAnalysis said high-margin AI inference is a key economic driver and argued Microsoft's compute shortfall could translate into large orders, including a potential 3GW deal that it said is "not impossible." Separately, Musk's endorsement of NVIDIA's upcoming Vera Rubin chips and his comments that SpaceX would transition future AI infrastructure to NVIDIA products helped lift NVIDIA shares, while analysts warned that large buildouts such as SpaceX's could tighten GPU supply through 2027.