SpaceX has long been more than just a rocket company; the narrative of AI infrastructure + data centers is more compelling.

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𝐏𝐄𝐎𝐏𝐋𝐄 𝐒𝐓𝐈𝐋𝐋 𝐓𝐇𝐈𝐍𝐊 𝐒𝐏𝐀𝐂𝐄𝐗 = 𝐑𝐎𝐂𝐊𝐄𝐓𝐒 🚀

That narrative may already be outdated.

The bigger story is what is happening underneath:

📊 Key developments:

🔶 Starlink generated around $11.4B and became the largest revenue driver

🔶 SpaceX AI-related revenue reached approximately $3.2B

🔶 Anthropic reportedly agreed to pay $1.25B per month for compute capacity through 2029

🔶 Orbital AI data centers are now part of long-term ambitions and filings

The interesting shift:

SpaceX increasingly looks like:

▫️ Satellite infrastructure
▫️ AI compute infrastructure
▫️ Data infrastructure
▫️ Space infrastructure

Not just launch infrastructure.

𝐓𝐫𝐚𝐝𝐢𝐧𝐠 𝐇𝐞𝐢𝐠𝐡𝐭𝐬 𝐕𝐞𝐫𝐝𝐢𝐜𝐭:

🔥 The narrative may be changing from:

"Space company"

To:

"Next-generation infrastructure company with space, AI and data rails."

⚠️ Big narratives create big expectations — execution still decides everything.

#SpaceX #GateSquareMayTradingShare
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