All stocks carry risk, and Space Exploration Technologies (NASDAQ: SPCX) is no exception. However, its biggest risk is not what you likely think. It's not its high valuation, impending share lock-ups, or even failure to reach some of its more ambitious goals, like orbital data centers, within CEO Elon Musk's stated time frames. Instead, its biggest risk is actually its current artificial intelligence (AI) infrastructure build-out. Terrestrial AI infrastructure is currently SpaceX's biggest growth driver. The company is renting out excess compute capacity every month and getting some outstanding rates. This is helping it achieve some of the best economics in the space, with payback on its chip and networking investments in about a year. Given the robust returns it is seeing on its investments, SpaceX is looking to put the pedal to the metal and greatly ramp up its AI infrastructure spending. During SpaceX's first-ever earnings call following its Q2 results, Musk said SpaceX would have around 2 gigawatts of compute power by the end of this year and closer to 10 gigawatts than 5 gigawatts by the end of 2027. That was an aggressive but reasonable pace.
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