Musk's involvement in AI computing power is a huge blow to companies like CoreWeave. Nebius, which primarily does business in Europe, will be less affected, but the market will likely see less activity in small computing power leasing companies; a few large players will suffice. Building computing centers requires comprehensive capabilities in hardware, facilities, power, engineering integration, system integration, and policy support—areas where Musk excels. If SpaceX doesn't have this business and remains focused on its existing operations, its growth potential is limited. Commercial space exploration is a long-term option, a distant prospect.