Morgan Stanley: Robot clusters will form a distributed inference cloud to provide computing power for SpaceX
2026-08-14 17:58:10
According to CoinMeta, and based on an early research report on in, Morgan Stanley indicates that by 2040, robot clusters will form a distributed computing cloud, providing a hybrid computing power architecture for SpaceX. It is estimated that the total number of robots will reach 2.2 billion by then, with a combined computing power of about 1.1 terawatts. Grok has already scored 61 points in the artificial intelligence index, and Grok is expected to be released by the end of the year. Morgan Stanley predicts that the weighted average computing power price in the fourth quarter of 2026 will be around $31 per watt, and if this price persists into 2027, it will generate an additional revenue of about $42 billion. At the same time, Morgan Stanley has set a target price of $300 for SpaceX.
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Source:Internet
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