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Sequoia's Shaun Maguire says SpaceX is on the eve of Nvidia-style growth

NewsFeeds update

Sequoia Capital partner Shaun Maguire said in a post on X that SpaceX is on the eve of revenue growth comparable to Nvidia's over the past three years, and that most investors underestimate it. He cited talent density, SpaceX's low-cost position in AI computing infrastructure and Starship's moat.

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The story so far: SpaceX AI compute buildout

SpaceX's AI business is increasingly renting compute to clients including Anthropic and Google. Chamath Palihapitiya said the SpaceX-Anthropic compute supply contract includes a 90-day mutual exit clause, which could let SpaceX reprice supply at two to three times spot if state permit freezes tighten capacity.

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  1. Musk says SpaceX aims to rent out about half its AI compute

  2. Musk says SpaceX aims to deploy 10 gigawatts of computing power in 2027

  3. Musk says SpaceX computing deployment could top 10 gigawatts next year

  4. Musk says SpaceX has completed $40bn GPU debt financing

  5. SpaceX agrees GPU equipment lease with Apollo worth $40bn in principal

  6. Musk is gradually turning SpaceX's AI business into renting compute to Anthropic and Google…

  7. Sequoia's Shaun Maguire says SpaceX is on the eve of Nvidia-style growth

  8. Chamath Palihapitiya says SpaceX-Anthropic compute contract holds 90-day mutual exit clause

More AI updates

  1. Chamath Palihapitiya says SpaceX-Anthropic compute contract holds 90-day mutual exit clause

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  2. Stop Dirty Data Centres says protests across Europe target AI data centre expansion

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  3. Cathie Wood says midterm elections will not halt the AI revolution

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Every AI update on NewsFeeds

Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.