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๐๐๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐๐ = ๐๐๐๐๐๐๐ ๐
That narrative may already be outdated.
The bigger story is what is happening underneath:
๐ Key developments:
๐ถ Starlink generated around $11.4B and became the largest revenue driver
๐ถ SpaceX AI-related revenue reached approximately $3.2B
๐ถ Anthropic reportedly agreed to pay $1.25B per month for compute capacity through 2029
๐ถ Orbital AI data centers are now part of long-term ambitions and filings
The interesting shift:
SpaceX increasingly looks like:
โซ๏ธ Satellite infrastructure
โซ๏ธ AI compute infrastructure
โซ๏ธ Data infrastructure
โซ๏ธ Space infrastructure
Not just launch infrastructure.
๐๐ซ๐๐๐ข๐ง๐ ๐๐๐ข๐ ๐ก๐ญ๐ฌ ๐๐๐ซ๐๐ข๐๐ญ:
๐ฅ The narrative may be changing from:
"Space company"
To:
"Next-generation infrastructure company with space, AI and data rails."
โ ๏ธ Big narratives create big expectations โ execution still decides everything.
#SpaceX #GateSquareMayTradingShare