Gravity

~$85B/yr GROSS orbiting (Starlink + launch-dependent + compute leases, now firmed up by the Google Colossus-2 lease below); + ~$18B one-time Colossus buildout stock. VA-deflated ~$30B/yr (x0.5 x0.7, DEFERRED)

med confidence · as of 2026-07-28 · about SpaceXAI

Sourced figures 3

spacex-axes bundle Starlink $11.4B + ~50% of global orbital launches 2025 + Colossus leases
2026-07 med
Wikipedia — Colossus (supercomputer) Google lease $920M/mo (~$11.0B/yr) for 110,000 GB200 GPUs at Colossus 2, Oct-2026 through Jun-2029
2026-07 med
Wikipedia — Starlink Starlink 12M subscribers (Jun-2026), up from 10.3M (Mar-2026) and 8.9M (Dec-2025); 2025 op income $4.4B
2026-06 high

the working

Threads 9

Colossus open
Grok open
Musk Megacap open
Grok Harm open
Where the Capex Lands open
Power Buildout open
Datacenter Sites open
Grid & Turbines open
Lab IPO Wave open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to SpaceXAI.