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Breaking Down AI EBITDA Margins: SpaceX's Three Capture Models

May 20, 2026

Analysis SpaceX xAI

Last week, we covered the revenue distribution across the AI compute stack: how the dollar end customers pay for AI services breaks down across the five layers that produce it. End users pay approximately $25.1 billion per gigawatt of deployed com...

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Breaking Down the AI Revenue Stack: SpaceX's Three Capture Models

May 13, 2026

Analysis SpaceX xAI

What is one gigawatt of AI compute worth in annual revenue, and how does that dollar distribute across the value chain that produces it?At NVIDIA's GTC 2026 keynote in March, Jensen Huang offered a formula that restructured how AI businesses shoul...

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