SpaceX AI 營收達 26 億美元 —— 但仍虧損 15 億美元
spacex 的 ai 營收因與 anthropic 和 google 的計算交易增至 26 億美元，但該部門仍虧損 15 億美元。這表明儘管需求高漲，建設基礎基礎設施的資本成本正在拖垮即使是財力雄厚的參與者。
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.