United StatesSpaceX spent $16.4 billion on AI infrastructure last quarter.
AI revenue of $7.6 billion passed connectivity’s $5.25 billion for the first time, SpaceX reported.
Most of it is rented data-center capacity for Anthropic, Google and Reflection AI, closer to a cloud provider than a lab.
Up to 1.3 billion shares become freely tradable on 22 October, the largest release of the 180-day lockup.
How each outlet framed it
drawn from 200+ reports worldwide · These outlets told this story differently.
- Reuters
- reports AI as 52% of income, but notes it is mostly from renting out compute to Anthropic, Google and Reflection AI, not from its own models
- Asianet News Network Pvt Ltd
- sets the 1.3 billion share lockup release on Thursday against the $0.35 EPS beat, and notes the AI segment overtook connectivity for the first time
- TechCrunch
- credits about $1 billion of the revenue to a bitcoin price recovery and unspecified related-party income, and cites 1.7 GW of neocloud compute
Sources: Reuters, Asianet News Network Pvt Ltd, TechCrunch