Innlegg

🚀 Elon Musk is once again pushing the AI narrative to another level. During a SpaceX all-hands meeting, Musk reportedly said that within five years, AI could represent 99% of SpaceX’s value. His vision goes far beyond rockets. SpaceX is aiming for 10 gigawatts of computing capacity by the end of next year, potentially generating hundreds of billions in annual revenue according to Musk’s projections. The bigger idea is “ground training, space inference”—combining Starship, Starlink and massive AI computing infrastructure into one ecosystem. Rockets would no longer just carry satellites; they could become part of the infrastructure supporting the next generation of AI. What does this mean for crypto? 👇 🤖 AI computing demand is still accelerating. If the 10GW target becomes reality, demand for GPUs, chips and data-center infrastructure could remain extremely strong. Anyone waiting for computing costs to collapse may have to wait longer. 💰 Capital will continue flowing toward AI. AI and DePIN projects could benefit from this narrative, but only projects with real infrastructure and actual usage are likely to stand out. 🔗 AI + crypto are moving closer together. Space-based AI inference and decentralized computing are developing along different paths, but eventually these technologies could converge. Musk’s vision may sound ambitious, but SpaceX, Starlink and Tesla’s AI infrastructure show that he has a stronger track record of turning big ideas into real systems than most speculative projects. For traders, however, this is a long-term narrative, not an overnight trade. The AI industry is still developing, and in my view, the biggest part of the AI-driven market cycle may still be ahead. 🚀 $BTC $ETH $SNDK $TAO $RENDER #AIInfraEarningsWatch #KoreaChipsLeadRebound #SpaceX99%ValueFromAI