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SpaceX's AI division is rapidly expanding as a "neocloud" provider, securing major deals with Anthropic and Google while facing significant capital expenditures on data centers and Starship development. Despite generating substantial revenue from compute services for other AI firms, the company continues to operate at a loss due to heavy investment in its space infrastructure required to support future connectivity goals. This shift positions SpaceX as a key competitor in the emerging neocloud market rather than just a rocket manufacturer leveraging incidental tech capabilities.
SpaceX made more revenue as an AI company than a space company
SpaceX's AI revenue grew more than three times to $2.6 billion from the year before, mostly because of deals that the company made to provide compute to other AI companies, according to SpaceX's quarterly earnings. The AI division, which the company said in its documents to go public was the source of most of its value, lost $1.5 billion this quarter, slightly less than in the same quarter last year. SpaceX made deals with Anthropic in May and Google in June to provide compute to the other two AI companies, putting it in competition with other neoclouds such as CoreWeave. The increased presence in AI is also driving the company to spend mor … Read the full story at The Verge.
is a reporter who writes about tech, money, and human behavior. She joined The Verge in 2014 as science editor. Previously, she was a reporter at Bloomberg. SpaceX’s AI revenue grew more than…
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