This article encouraged me to look at the investor materials [0].

The 55th slide "key metrics" wording stood out to me:

> AI: "Nameplate Compute Draw" Total number of GPUs installed in the data centers at the end of a period multiplied by the respective all-in power draw, reflecting installed capacity and not actual power consumption or utilization

Close to $15 billion in losses since 2023 and not much clarity on actual usage or impact. TIL the plan of record is AI satellites assembled on the moon.

[0]: https://ir.spacex.com/investors/default.aspx