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SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play?
SpaceX (SPCX) is down from its post-IPO highs, and it’s quietly become one of the biggest neoclouds in the AI data center buildout. Is it hype, or is there a real strategy behind the xAI and Cursor deals?
In this episode, we take an objective, numbers-first look at SpaceX as a public company, setting aside the Elon Musk controversy to focus on the business:
Why a rocket and satellite company merged with xAI and spent $60 billion in stock on the AI coding platform Cursor.
Breaking down the reported compute-leasing deal with Google, the path toward a $41 billion annualized run rate by year-end…
The skinny
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