According to TheStreet reporting, Elon Musk warned on November 8 that SpaceX revenue could decline if computing power becomes abundant and cheap. In an X post responding to investor Chamath Palihapitiya, Musk stated: "If compute becomes abundant and cheap, SpaceX revenue will decline. Either way, don't cry if you lose at the casino."

Two days later, Deutsche Bank took the opposite view. Analyst Edison Yu raised SpaceX's 2028 EBITDA forecast to $237.1 billion and revenue forecast to $315.3 billion, citing expectations that compute shortages will persist longer due to voter opposition to new data center construction. Morgan Stanley analyst Adam Jonas also expects the compute business to have significant upside, estimating that each $10 increase in per-watt pricing could add over $40 billion in annual revenue.

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