SpaceX AI 营收达 26 亿美元 —— 但仍亏损 15 亿美元
spacex 的 ai 营收因与 anthropic 和 google 的计算交易增至 26 亿美元，但该部门仍亏损 15 亿美元。这表明尽管需求高涨，建设基础基础设施的资本成本正在拖垮即使是财力雄厚的参与者。
spacex's ai division generated $2.6b in revenue this quarter, more than tripling year-over-year, fueled by agreements to provide compute for anthropic and google. the financial filings reveal the high cost of this expansion, with the ai unit losing $1.5b and total capital expenditures reaching $18.37b as it competes with specialized neoclouds like coreweave. while spacex narrowed its overall net loss to $143m and beat analyst expectations, the heavy spending on ai and starship development continues to strain finances. investors are watching closely to see if musk's strategy—using space-based data centers to support a market larger than the us gdp—can eventually bridge the gap between soaring revenue and profitability.