Emad@EMostaque · X73
AI 摘要
SpaceX作为最大neocloud，其AI云收入年运行率已达260亿美元，与Google Cloud和AWS相当，正逼近Azure（370亿美元）。据SpaceX修订的S-1文件披露，其与谷歌签署大额协议：2026年10月至2029年6月每月9.2亿美元，双方可提前90天通知终止。Emad Mostaque指出，这一交易规模相当于CoreWeave的整个收入。
This single deal is about the revenue of @CoreWeave to put it in perspective
@SpaceX is the largest neocloud &； its AI cloud revenue at $26b run rate is actually at the level of Google Cloud &； AWS already， catching up to Azure （$37b run rate）
SpaceX just quietly amended its S-1 announcing another mega deal $920M/month from Google from October 2026 through June 2029 With both parties being able to ter...