Morgan Stanley flags SpaceX Distributed Inference Cloud
According to Morgan Stanley analyst Adam Jonas, SpaceX’s Distributed Inference Cloud could unlock major growth by enabling physical AI swarms and easing data center constraints, as reported by Sawyer Merritt on X.
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Morgan Stanley analyst Adam Jonas highlighted the Distributed Inference Cloud in a new note on SpaceX as the element with the greatest growth potential that investors are largely ignoring.
According to the note quoted in an October 13, 2026 tweet by Sawyer Merritt, Jonas pointed to existing corporate, regulatory and social concerns around data centers. He described SpaceX efforts as key to advancing the Super Intelligence Economy and Physical Intelligence Economy, with greater density of physical agents expected to boost collective intelligence in mobile swarms. Jonas advised investors to prepare for discussion of the Distributed Inference Cloud and physical AI swarms in the coming year, noting the topic could break out gradually then suddenly.
Sawyer Merritt
@SawyerMerrittA prominent Tesla and electric vehicle industry commentator, providing frequent updates on production numbers, delivery statistics, and technological developments. The content also covers broader clean energy trends and sustainable transportation solutions with a focus on data-driven analysis.