SpaceX AI 매출 $2.6B 달성 — 그러나 여전히 $1.5B 손실 중
Anthropic 및 Google과의 컴퓨트 거래로 SpaceX의 AI 매출은 $2.6B로 세 배 증가했지만, 해당 부문은 여전히 $1.5B의 손실을 기록했다. 이는 높은 수요에도 불구하고 기반 인프라 구축에 드는 자본 비용이 자금력이 풍부한 기업마저 말라붙게 하고 있음을 시사한다.
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.