No mention of orbital data centers on SpaceX call: should investors be concerned? No mention of orbital data centers on SpaceX call: should investors be concerned? Author Wajeeh Khan Wajeeh K. Oct 21, 2026, 13:32 PM Buy SPCX. The earnings call reinforced that monetization is happening on Earth: management targets $30–$50 per watt and is signing/expanding with AI customers (Anthropic, Google). With 10 GW targeted by 2027 vs ~2.5–3 GW online by year-end, the market is underpricing the ramp in terrestrial cash ...