SpaceX's First Post-IPO Report: AI Revenue Surges 247%, But AI Spending Eclipses It
NVIDIA
Anthropic
Google/DeepMind
xAI
Cursor
SpaceX's first post-IPO earnings report reveals AI business revenue of $2.561 billion, up 247% year-over-year, but AI capital expenditures hit $15.828 billion, leading to a stock price drop after hours. The company is transforming into an AI cloud provider, with key customers including Anthropic and Google.
SpaceX released its first earnings report after going public, revealing Q2 revenue of $7.814 billion, up 92% year-over-year, beating market expectations. AI business revenue reached $2.561 billion, a 247% year-over-year increase, making it the company's second-largest revenue source. However, AI-related capital expenditures totaled $15.828 billion, about 86% of total capex and over six times AI revenue. The company is building the Colossus II AI supercomputer and related infrastructure, with total power load reaching 1.4GW. AI business operating loss narrowed to $1.26 billion. Key customers for AI infrastructure include Anthropic and Google. After the report, the stock initially rose 9.4% but then fell over 6% in after-hours trading. Musk warned short sellers, and the company emphasized it uses only Nvidia GPUs.
- Abbreviations
- EBITDA = Earnings Before Interest, Taxes, Depreciation, and Amortization — Прибыль до вычета процентов, налогов, износа и амортизации
- GPU = Graphics Processing Unit — Графический процессор
- IPO = Initial Public Offering — Первичное публичное размещение акций
Source: QbitAI 量子位 —
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