SpaceX Plans $35B–$40B Q4 2026 Capex for Compute Buildout
According to Sawyer Merritt on X, SpaceX expects $35–$40 billion in Q4 2026 capex to nearly double compute capacity to about 3 GW with a sub‑12‑month payback.
SourceAnalysis
According to analyst Sawyer Merritt, SpaceX expects capital expenditure of 35 to 40 billion dollars in the fourth quarter of 2026.
This level equals Tesla's combined capex over the prior four years and funds rapid expansion of compute capacity with payback under 12 months, nearly doubling output to 3 gigawatts in Q4 alone.
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.