[AINews] SpaceX is already a $28B/yr Neocloud
SpaceX's GPU rental deals now annualize to ~$28B/year, roughly twice CoreWeave's revenue.
“In Summary, $2.32B / month, >$10 / hour for Blackwells (which is a very high rate)”
SpaceX signed its third major GPU rental deal (with Reflection AI), adding to existing Anthropic and Google contracts, bringing its compute-rental business to roughly $28B/year annualized. This makes SpaceX a major AI 'neocloud' player at roughly twice CoreWeave's revenue, signaling the scale and capital intensity of the AI compute buildout.