
SpaceX Just Became a Hyperscaler: $2.56B in AI Revenue
SpaceX quietly became a hyperscaler this quarter — $2.56 billion in AI compute revenue, anchor contracts with Anthropic and Google, and $100 billion earmarked for a second Starbase in Louisiana. David Brooks breaks down the conflict of interest nobody's naming, the $6.7 billion contract nobody will claim, and why pricing opacity should worry anyone considering SpaceX as a cloud vendor.









