Elon Musk laid out an aggressive blueprint on SpaceX’s first post-listing earnings call, ranging from a faster timetable to reach $1 trillion in revenue to data centre construction, Starlink expansion, a moon factory and AI. Executives on the call described the same topics more cautiously, creating a clear contrast in tone. The gap also appeared in forecasts for cloud revenue, Starlink traffic and the Starship schedule, where management stressed NASA Artemis milestones and technical prerequisites.

SpaceX\'s plan for an orbital data centre envisioned as future AI infrastructure is technically feasible, but major obstacles remain before commercialisation, an analysis said. The biggest challenge is building an unprecedented satellite constellation and launch system. The concept includes operating 1 million satellites producing 120 GW and using tens of millions to 100 million GPUs. Analysts cited heavy satellite mass, cooling limits in space, huge manufacturing and network costs, and communications latency as constraints.