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Open original source ↗@firstadopter @SemiAnalysis_ You really believe that SpaceX is going to build 25% of all estimated GW build next year(40 GW)? For $500B? By the end of the year? $SPCX
@firstadopter @SemiAnalysis_ (2) Particularly given that the Company itself just said that its capex will be flattish in the 2H of 2026. $SPCX https://t.co/JzazBcQMwF
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