SpaceX Compute CAPEX: Q4'27 Est $130B — NVDA Takes $116B (89%), MACROHARD Campus Under Construction
Published · Updated · By Investus editorial desk (SUNRYU Partners)
SpaceX AI datacenter quarterly CAPEX surges from $16B (Q3'26) to $40B guide (Q4'26) and $130B est (Q4'27). NVDA supplies 89% ($116B in Q4'27). SpaceX is building a massive compute campus called 'MACROHARD' with a +10GW capacity expansion plan for 2027. NVDA is the single largest beneficiary.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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