Can Microsoft Out-AI OpenAI And Anthropic? SemiAnalysis Says Yes, Points To $100B-Per-GW Inference Opportunity

• Microsoft could become SpaceX’s largest customer, having already signed more than 10GW of data-center contracts worth roughly $300 billion this year.

• SpaceX could deploy 10GW or more of new data-center capacity by the end of 2027, potentially generating about $300 billion in annual recurring revenue.

• MSFT and SPCX stocks have climbed sharply since their recent earnings reports.

AI inference could bring $100 billion in sales per gigawatt per year to AI companies, and Microsoft is well positioned to match up giant Anthropic and OpenAI, according to an analysis by semiconductor news site SemiAnalysis.

Based on proprietary models, the report estimates that frontier AI companies can generate more than $100 billion in annual revenue, highlighting the economics behind the rush to secure compute. 

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