SpaceX has more neocloud revenue

SpaceX's AI and neocloud revenue more than tripled to $2.6 billion, largely propelled by compute deals with Anthropic and Google. Despite this growth, the AI division posted a $1.5 billion loss for the quarter, and overall capital expenditures rose to $18.37 billion due to heavy investments in AI infrastructure and the Starship program. Meanwhile, the company's overall net loss narrowed to $143 million, with the Starlink connectivity division remaining its sole profitable segment as it prepares for heavier satellite deployments.

(Source：The Verge)