SpaceX: a cash machine built on AI data centers and Starlink, not rockets
TL;DR Summary
SpaceX’s earnings show the company is now mainly an AI data-center and telecom business (Starlink and Grok/xAI) rather than a rocket company, with rocket revenue a small fraction; ambitious space-data-center plans are expensive and speculative, even as projections of $100B ARR loom.
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- SpaceX: I Was Too Conservative On The AI Segment Seeking Alpha
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