$SPCX is expected to report ~$12.9B of revenue tonight, up 65% in a single quarter. For a company this size, that's almost unheard of. And most of it is from AI compute, expected to go from $2.6B to about $6.4B.
That makes tonight the first quarter AI is SpaceX's biggest business, ahead of Starlink. Most people still think of SpaceX as a rocket company. By the numbers, it's turning into one of the fastest growing AI infrastructure companies on the planet by far…