Episode
SpaceX Is Coming for CoreWeave, Nebius… and the Hyperscalers
- Podcast
- Milk Road Stocks
- Published
- Aug 13, 2026
- Duration seconds
- 2697
- Processing state
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Summary
In today’s episode, Kyle breaks down his full SpaceX investment thesis following the company’s latest earnings and explains why AI compute could eventually become a much bigger business than rockets or even Starlink. SpaceX is aggressively expanding its AI compute capacity, with plans discussed in the episode to grow from roughly 1.4 gigawatts today toward 2GW by the end of 2026 and potentially much higher in 2027. If SpaceX can execute, Kyle believes the company could build one of the largest AI compute businesses in the world. ~~~~ 🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF! ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and infor…