• SpaceX set to be largest VR200 buyer in 2027E (20k racks on 30k+ demand / ~10GW)
Wow https://x.com/sssjeffpu/status/2 | Hanami
• SpaceX set to be largest VR200 buyer in 2027E (20k racks on 30k+ demand / ~10GW)
Wow https://x.com/sssjeffpu/status/2114894299158769877
Quoted @sssjeffpu: Summary of Robust VR200 Outlook
📈NVL72 rack TAM: 73k / 96k in 2026E/2027E
• Vera Rubin ramping with 85%+ first-pass yield; further acceleration expected in 1Q27 • 2026E: 67k GB200/GB300 + 6k VR200 • 2027E: VR200 + initial VR300 (Ultra) drive most of the growth (86k units) • SpaceX set to be largest VR200 buyer in 2027E (20k racks on 30k+ demand / ~10GW) • Major 6 neoclouds (SpaceX + CoreWeave + tier-2s) to take 19k/34k racks (27%/35% of industry) • CoreWeave near-term funding risk viewed as manageable
Vendor dynamics • Hon Hai winning bigger SpaceX allocation (model 40-45%) + share gains at Google/Meta • Pegatron limited; DELL/Wistron face share pressure
Recommendations • Hon Hai (2317 TT) Buy – rising SpaceX + CSP share
#VR200 #NVL72 #AIServer #Neocloud #HonHai #Lenovo(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), SpaceX reported basic and diluted EPS of -1.12, net loss of USD 4.817 billion, and revenue of USD 12.508 billion.
Consensus expectations: For the upcoming 2026Q3 event, consensus expects EPS of 0.1674 and revenue of USD 12.978 billion.)