Elon Musk is turning SpaceX’s rocket expertise into an AI infrastructure powerhouse, dumping nearly $16 billion on data centers in just one quarter—arguing that aerospace engineering discipline makes building AI servers a breeze. With xAI under his belt and Nvidia GPUs in hand, SpaceX is racing to hit 20 gigawatts of compute by 2027, already up 200% in AI revenue and locked in $14B in cloud contracts—while giants like Amazon and Google scramble to keep pace. Musk’s bet? Rocket engineers can easily out-build anyone else at this game.

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