WOW! Deutsche Bank estimates the 5 neocloud deals SpaceX has signed are worth $54.5 BILLION a year

That's 1.175 GW of compute at ~$46B per GW, the high end of the $30-50B/GW range SpaceX mentioned previously

And the last 2 customers (not disclosed) are paying $60M+ per MW, which is absolutely unheard of

Here's the part everyone should be paying attention to: the PRICE of compute is going up, not down

Customer #1 (Anthropic, which took all of Colossus 1) signed at ~$31M per MW on older H100/H200/GB200 chips
Google signed at ~$50M per MW on GB300s
The two newest customers are at ~$60M+ per MW

That's roughly 2x the price per MW from the first deal to the latest (now they are smaller deals from the first deal, so thats likely why they are paying more, but even vs. Google its much higher)

Elon mentioned he expects 660k GB300s coming online by the end of year, bringing the total energized compute available to ~2.6 GW, more than 2x what's rented out in this table

At the same pricing, that's a line of sight to $100B+ in ARR from AI compute alone, not counting xAI revenue (which should be much higher thanks to GrokBot), rocket launches or Starlink

Milk Road PRO members got the call to buy $SPXC when it was <$115 and based on these numbers I think we'll never get a chance to buy at that price again. For more calls like this this (and more insights on when to buy/sell SpaceX), check out Milk Road PRO here: