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Elon Details SpaceX AI Data Center in Space Details and Roadmap
Elon talked about rough general goals for AI data center in space 1 GW next year, 10 GW in 2028, 100 GW in 2029 the plan and rough goals they are working towards. This is aggressive because the first GW will need 100-200 STarship launches. And they need 100 STarship launches in 2027 for communications and 500 launches for comm (internet and DTC).
New starlink terminals, stated a few hundred million will be made which translate to minimum TAM target of 300-400 million high speed internet customers. $200 billion per year in subscriptions.
I added the math . A few hundred million starlink terminals, $150-200 billion per year from high speed internet if it is 400 million customers.