Morgan Stanley Analyzes SpaceX's Fastest Path to "1 Terawatt Computing": Not Data Centers, but 2.2 Billion Robots

Analyst Adam Jonas suggests that SpaceX's fastest path to 1 terawatt of computing power may be a robot swarm: by 2040, approximately 2.2 billion robots × 500 watts of computing per robot = 1.1 terawatts, and theoretically all could be networked via Starlink. Meanwhile, Grok 4.6 is approaching the AI frontier, and Starship's 14th flight is also seen as the company's most significant catalyst since its IPO.