马斯克，倒卖英伟达GPU算力比火箭卫星来钱快。。。
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Merged summary
TL;DR - A WeChat repost of a report on SpaceX's first post-IPO quarterly earnings, where AI compute/cloud services — not rockets — were the headline: AI revenue grew 247% YoY to $2.561B while AI capex hit $15.83B, showing how GPU-cluster leasing has become a capital-devouring second business line.
- Q2 revenue $7.814B (+92% YoY, beating ~$6.9B expectations); AI segment was ~1/3 of revenue, driven by $2.194B of "AI solutions & infrastructure," including $1.6B of newly signed cloud deals and $14.1B of non-cancellable contracted backlog, reportedly with Anthropic and Google as anchor customers.
- Capex was $18.369B for the quarter, ~86% ($15.828B) going to AI — over 6x AI revenue — spent on the Colossus II supercomputer buildout, GPU servers, power/gas/cooling plants, and land/facilities; AI segment operating loss was ~$1.26B with $1.885B of AI depreciation already accruing.
- Compute power capacity reached 1.4GW by end of June (vs 1GW in Q1, 0.4GW a year earlier), with a stated target of ~20GW of power and cooling online by end of next year (likely ≥15GW if delayed); R&D of $2.178B covers Grok training, a Cursor collaboration, and in-house scheduling/cloud software.
- Market reaction was split: shares rose 9.4% intraday then fell over 6% after hours on capex and lockup-expiry concerns, with short interest estimated at ~206M shares (~32% of float); Musk publicly committed to Nvidia-only GPUs and praised the "Vera Rubin" architecture. Note: figures come from a Chinese-language repost and are as-reported, not independently verified.
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马斯克，倒卖英伟达GPU算力比火箭卫星来钱快。。。
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TL;DR - A WeChat repost of a report on SpaceX's first post-IPO quarterly earnings, where AI compute/cloud services — not rockets — were the headline: AI revenue grew 247% YoY to $2.561B while AI capex hit $15.83B, showing how GPU-cluster leasing has become a capital-devouring second business line.
- Q2 revenue $7.814B (+92% YoY, beating ~$6.9B expectations); AI segment was ~1/3 of revenue, driven by $2.194B of "AI solutions & infrastructure," including $1.6B of newly signed cloud deals and $14.1B of non-cancellable contracted backlog, reportedly with Anthropic and Google as anchor customers.
- Capex was $18.369B for the quarter, ~86% ($15.828B) going to AI — over 6x AI revenue — spent on the Colossus II supercomputer buildout, GPU servers, power/gas/cooling plants, and land/facilities; AI segment operating loss was ~$1.26B with $1.885B of AI depreciation already accruing.
- Compute power capacity reached 1.4GW by end of June (vs 1GW in Q1, 0.4GW a year earlier), with a stated target of ~20GW of power and cooling online by end of next year (likely ≥15GW if delayed); R&D of $2.178B covers Grok training, a Cursor collaboration, and in-house scheduling/cloud software.
- Market reaction was split: shares rose 9.4% intraday then fell over 6% after hours on capex and lockup-expiry concerns, with short interest estimated at ~206M shares (~32% of float); Musk publicly committed to Nvidia-only GPUs and praised the "Vera Rubin" architecture. Note: figures come from a Chinese-language repost and are as-reported, not independently verified.