markets · · seekingalpha.com
SpaceX Q3 Just Changed My AI Thesis (Upgrade)
Super Intelligence revenue reached $7.6 billion, while sub one year compute paybacks materially improved the AI investment case. Q1 revenue guidance of $33 billion to $37 billion implies explosive growth, supported by a $63 billion backlog. Starlink revenue rose 69% to $5.2 billion as subscribers reached 13.6 million and ARPU increased 5% sequentially.
Super Intelligence revenue reached $7.6 billion, while sub one year compute paybacks materially improved the AI investment case. Q1 revenue guidance of $33 billion to $37 billion implies explosive growth, supported by a $63 billion backlog. Starlink revenue rose 69% to $5.2 billion as subscribers reached 13.6 million and ARPU increased 5% sequentially.
- #SPCX