Deutsche Bank raised its 2028 forecasts as scarce computing could let SpaceX charge more. Texas approval limits and higher building costs could slow expansion, but the bank still expects added capacity.
That matters because delayed competing sites could leave customers with fewer places to rent computing power. SpaceX may then charge more for capacity it already has, but higher prices on new deals remain only a possibility. SpaceX also plans new computing capacity in Texas and Arizona. Texas approval limits and rising building costs could slow that expansion, but Deutsche Bank still expects SpaceX to add capacity.
Alphabet rents computing capacity from SpaceX, so scarce supply and possible higher contract prices could raise its costs. No price change or effect on Alphabet's sales is reported, so this story does not change its outlook.
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