SpaceX Earnings: $15.8B Poured into AI Infrastructure in a Single Quarter
创业邦 · wechat · 2026-08-05
SpaceX's first post-IPO earnings report reveals a torn growth trajectory: exploding revenue paired with staggering capital consumption.
- Overall Financials: Q2 revenue hit $7.81B (up 92% YoY), with a net loss of $541M. Quarterly CapEx surged to $18.37B.
- Starlink (Cash Cow): Generated $4.29B in revenue and $1.66B in operating profit. Global users reached 12M, though ARPU dropped over 20% YoY.
- AI Business (Growth Engine): Q2 revenue reached $2.56B (up 213% QoQ), primarily from compute cloud services. CapEx reached $15.8B for supercomputing centers, bringing compute capacity to 1.4 GW.
- Key Clients & Future Plans: Google and Anthropic collectively pay over $2.1B monthly for compute. SpaceX announced a partnership with Nvidia to design orbital computing satellites, planning to launch next year and targeting nearly 10 GW of capacity by end of 2027.
Related event: SpaceX AI Revenue Surges Amid Massive Spending(3 posts)→
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