SpaceX: I am a Shareholder - the new AI Deal Confirms My Thesis, but the Biggest Opportunity Lies in Data Centers in Space

My bullish assessment of SpaceX (i) is clearly supported by the recent statements from management. The company is rapidly evolving from a space and satellite firm into an integrated corporation that positions itself as an AI provider, hyperscaler, telecommunications company, and orbital infrastructure firm. The newly announced hosting contract is a further proof of this. At the beginning of September, SpaceX secured another AI computing capacity deal, expected to contribute around 1.11 billion USD per month starting in December, or approximately...