Musk: SpaceX's compute deployment is expected to exceed 10 gigawatts next year, making the next earnings report far more compelling.

Investor Brad Gerstner revealed that SpaceX plans to deploy about 25% of the new compute capacity in the United States next year. The total projected new capacity is expected to reach 43 gigawatts, which may require raising approximately $400 billion for related infrastructure development. In response, Musk stated that SpaceX expects to deploy over 10 gigawatts of compute capacity next year. Additionally, while addressing community feedback that graded SpaceX and Tesla's earnings performances as A+ and F-, respectively, Musk commented: "Fair enough. We'll make it even more compelling next time."