[AINews] SpaceX is already a $28B/yr Neocloud

This article analyzes SpaceX's valuation and business model through the lens of AI infrastructure, arguing that SpaceX functions as a "Neocloud" (a next-generation cloud computing platform) generating approximately $28 billion in annual revenue. The piece likely explores how SpaceX's Starlink satellite internet service and launch capabilities contribute to AI infrastructure, positioning the company as a critical provider for distributed AI computing and data transmission needs.

Source: Latent Space | 2026-06-23