According to SpaceX's own filing documents, you are incorrect. They must be principally an AI company to justify anything close to their current valuation.
The rocket business is hardly profitable. The whole valuation is based around grok and space datacenters. He needs to keep pumping the hype or else we are in for the worlds biggest crash.
> Just be a rocket company
According to SpaceX's own filing documents, you are incorrect. They must be principally an AI company to justify anything close to their current valuation.
The rocket business is hardly profitable. The whole valuation is based around grok and space datacenters. He needs to keep pumping the hype or else we are in for the worlds biggest crash.
Well, in the long run expansion into space is the only profitable thing.
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Renting his boatload of GPUs to Google, Anthropic, et al
He doesn't have _that_ many. And they're also not _his_, he just got them from NVidia.
You don't have to like the guy, but buying something is typically how ownership goes. I refer to my car as mine, but I did just buy it from Honda.
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I read that they bought quite a few, but their DC build out is not very fast. Maybe they should just resell the hardware