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SpaceX’s AI costs exploded 300%… now the clock is ticking

Friend,

Buried under the SpaceX IPO hype is a number investors should not ignore.

$5.06 billion.

That is how high SpaceX’s AI segment research and development costs reportedly climbed in 2025…

After skyrocketing more than 300%.

And that is just the beginning.

SpaceX also disclosed massive cloud-capacity commitments…

With most of that pressure due across 2026 and 2027.

Translation:

Elon’s AI ambitions are colliding with a brutal compute bottleneck.

The IPO gave SpaceX capital.

But capital alone does not solve compute.

You need capacity.

You need infrastructure.

You need the right technology in the right place before the deadline hits.

And according to Dylan Jovine, one small company may be positioned directly in the path of this problem.

Not because it is famous.

Not because CNBC is talking about it.

But because it may provide the missing piece Elon needs before January 2, 2027.

Dylan reveals the full setup in his new Colossus 2.0 presentation.

Click here to see the small company behind Elon’s compute deadline.

This is the part of the SpaceX story most investors have not priced in yet.

And once they do…

The quiet window may be gone.

Watch the briefing here.

P.S. SpaceX’s AI dream does not run on headlines. It runs on compute. Dylan says one overlooked company may be critical before the January deadline. Click here now.

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