Analysts Raise SpaceX Price Targets Citing AI Infrastructure Potential
Analysts from Bernstein and Deutsche Bank have raised their price targets for SpaceX, citing the company's expanding role in artificial intelligence infrastructure. While orbital data centers represent a long-term multi-trillion dollar valuation possibility, analysts emphasize that SpaceX's terrestrial AI build plans provide a significant near-term boost to its revenue trajectory. Deutsche Bank highlights a potential cost advantage for SpaceX, noting the company aims to bring approximately 10 gigawatts of incremental computing capacity online by the end of next year. By pricing compute at roughly $35 billion per gigawatt—significantly lower than the industry standard of $50 billion—SpaceX is positioned to leverage its processing power to gain a competitive edge in inference and intelligence markets.
Tickers: $SPCX
Topics: AI Infrastructure Analyst Upgrades Compute Capacity Space Technology
Part of the story SpaceX Reports Strong Q3 Earnings Driven by Starlink and AI Segments (12 articles)