Deutsche Bank predicts SpaceX's AI computing power will reach 2.7GW by the end of the year, with strong prospects for cloud computing power rental business

Deutsche Bank predicts SpaceX's AI computing power will reach 2.7GW by the end of the year, meeting its 2.5 to 3.0 GW target. The expansion of computing power will support cloud computing power rental contracts and AI inference applications like Grok, and Deutsche Bank expects SpaceX may sign more large-scale cloud computing contracts in the future.