Elon shocked the world again on SpaceX's first earnings call: 6-8GW of increment

If inference clears ~$100B/GW/year against ~$12B/GW/year of rental cost, the 2027 capacity picture — and who supplies it — shifts materially for anyone pricing long-run inference.

• inference — Running a trained model to get answers — the phase where AI is actually used, as opposed to trained.

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