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tristanj
12 hours ago
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AI Bubble Tracker
Feedback: this tracker is missing SpaceX, which will spend an estimated $300B on AI CapEx in 2027.
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janoelze
12 hours ago
[–]
thank you, added. SpaceX started filing with the SEC this year: $16.4B in Q3 2026, $44.6B over the last twelve months. $300B for 2027 is a forecast; the tracker only counts spending that's already been reported.
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