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🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are... show more

Herbert Ong

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33,728 次观看 • 1 个月前 •via X (Twitter)

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NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

Muskonomy

123,751 次观看 • 29 天前

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

BuBBliK

18,631 次观看 • 1 个月前

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,514 次观看 • 17 天前

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

Herbert Ong

8,760,506 次观看 • 29 天前

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

Herbert Ong

21,985 次观看 • 26 天前

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,113 次观看 • 1 个月前

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

Herbert Ong

15,014 次观看 • 19 天前

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Herbert Ong

40,256 次观看 • 1 个月前

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 次观看 • 1 个月前

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

Milk Road AI

760,588 次观看 • 1 个月前

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

18,719 次观看 • 24 天前

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

bg2clips

93,746 次观看 • 3 个月前

An AI just disproved a mathematical conjecture that had stood for 80 years. The same week, SpaceX filed the largest IPO in human history: $75 billion at a $1.75 trillion valuation with a $28.5 trillion addressable market. All while the class of 2026 graduates are growing angrier with AI... -- Anthropic is paying SpaceX $15B/year for compute across Colossus One and Two. Claude's rate limits doubled overnight. -- Eric Schmidt got booed at a commencement speech just for mentioning artificial intelligence. -- 49% of Stanford CS majors admitted they'd rather cheat than fail. Stanford reinstated proctored exams for the first time in its history. -- 44% of Gen Z workers are deliberately sabotaging the AI systems they're supposed to be training.

An AI just disproved a mathematical conjecture that had stood for 80 years. The same week, SpaceX filed the largest IPO in human history: $75 billion at a $1.75 trillion valuation with a $28.5 trillion addressable market. All while the class of 2026 graduates are growing angrier with AI... -- Anthropic is paying SpaceX $15B/year for compute across Colossus One and Two. Claude's rate limits doubled overnight. -- Eric Schmidt got booed at a commencement speech just for mentioning artificial intelligence. -- 49% of Stanford CS majors admitted they'd rather cheat than fail. Stanford reinstated proctored exams for the first time in its history. -- 44% of Gen Z workers are deliberately sabotaging the AI systems they're supposed to be training.

Peter H. Diamandis, MD

41,612 次观看 • 1 个月前

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Matt Allen

10,417 次观看 • 1 个月前

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal. Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure. This eats up 94% of their total operating cash flow. The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008: Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS. The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity." The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore. Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion. The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building. All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself. And the cracks are already starting to show: Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate. The reward for all of that was $320 billion in value erased in a single trading session. Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry: Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins. And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain. Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it. When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely. And here's the really scary part... These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not. Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later. If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet. If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000. And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal. Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure. This eats up 94% of their total operating cash flow. The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008: Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS. The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity." The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore. Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion. The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building. All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself. And the cracks are already starting to show: Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate. The reward for all of that was $320 billion in value erased in a single trading session. Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry: Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins. And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain. Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it. When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely. And here's the really scary part... These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not. Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later. If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet. If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000. And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

Ricardo

227,397 次观看 • 1 个月前

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

Herbert Ong

58,321 次观看 • 29 天前

SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.

SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.

Shay Boloor

221,268 次观看 • 1 个月前

As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

Bloomberg

24,340 次观看 • 1 个月前

As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

As companies like Anthropic and SpaceX file to go public, 2026 may turn out to be a year of mega IPOs. Goldman Sachs CEO David Solomon joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss banking in the age of AI and why it's still "good for the US to have the biggest, most important companies in the world." Listen at or watch at

Bloomberg

12,693 次观看 • 1 个月前

A few years ago, running AI infrastructure required a warehouse. Today, one guy does it from his backyard. He installed an Nvidia AI supercomputer next to his home and connected it to power and fiber internet. From the outside, it looks like ordinary utility equipment. Inside, GPUs process AI workloads around the clock. Instead of building AI products himself, he leases computing capacity to companies that need extra horsepower. Every month, they pay for access. According to him, the system generates roughly $10,000 in recurring monthly revenue. No employees. No inventory. No customers knocking on the door. Just computing power. What used to be available only to major tech companies is slowly becoming accessible to individuals. And some homeowners are already turning that shift into a business. Save this post. The infrastructure behind AI is changing faster than most people realize.

A few years ago, running AI infrastructure required a warehouse. Today, one guy does it from his backyard. He installed an Nvidia AI supercomputer next to his home and connected it to power and fiber internet. From the outside, it looks like ordinary utility equipment. Inside, GPUs process AI workloads around the clock. Instead of building AI products himself, he leases computing capacity to companies that need extra horsepower. Every month, they pay for access. According to him, the system generates roughly $10,000 in recurring monthly revenue. No employees. No inventory. No customers knocking on the door. Just computing power. What used to be available only to major tech companies is slowly becoming accessible to individuals. And some homeowners are already turning that shift into a business. Save this post. The infrastructure behind AI is changing faster than most people realize.

Shelpid.WI3M

153,348 次观看 • 1 个月前