SpaceX CFO Bret Johnson said on the third-quarter call that new AI compute deployments currently pay back in less than a year, with pricing slightly above the high end of the $30 to $50 per watt range. Elon Musk said a six-month payback next year is not impossible, but he was not saying it will happen, and because SpaceX leases at effectively the spot market rate, the payback depends on spot prices holding. Michael Burry is shorting Nebius, which fell 14.53% over the past week and 20.9% over the past month, while CoreWeave fell 17.83% and 21.41%. The article argues that both neoclouds carry heavy debt before revenue arrives, making them vulnerable if AI cloud prices slip, and both report third-quarter results in the coming weeks. SpaceX's figures are management statements without formal backing, and the company did not disclose its cost per watt, utilization or depreciation assumptions.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Michael Burry Is Shorting Nebius . SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year .
Read the original on aol.com ↗
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CoreWeaveAI investmentdata centersSpaceXNVDA
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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