Uploaded July 2026 | Updated September 2026, 2 weeks ago
SpaceX may be building much more than rockets. As demand for AI infrastructure continues to surge, its growing data center business could become one of the company's biggest revenue drivers.
Brian is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog.
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Intro
00:36 AI leasing revenue thesis
05:54 Hyperscaler demand crunch
09:41 2027 bull case forecast
13:15 Chip count at Colossus
19:35 Scaling to four gigawatts
24:52 Earth vs Space Datacenters
30:49 SpaceX AI Financial Model
33:39 Margins CapEx and Amortization
38:51 Long Term Energy Scenarios
41:33 Chip Buildout and Dominance
44:20 Deal Pipeline and Risks
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
SpaceX may be building much more than rockets. As demand for AI infrastructure continues to surge, its growing data center business could become one of the company's biggest revenue drivers.
Brian is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog.
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Intro
00:36 AI leasing revenue thesis
05:54 Hyperscaler demand crunch
09:41 2027 bull case forecast
13:15 Chip count at Colossus
19:35 Scaling to four gigawatts
24:52 Earth vs Space Datacenters
30:49 SpaceX AI Financial Model
33:39 Margins CapEx and Amortization
38:51 Long Term Energy Scenarios
41:33 Chip Buildout and Dominance
44:20 Deal Pipeline and Risks
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
