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This single deal is about the revenue of @CoreWeave to put it in perspective @SpaceX is the largest neocloud & its AI cloud revenue at $26b …

This single deal is about the revenue of @CoreWeave to put it in perspective @SpaceX is the largest neocloud & its AI cloud revenue at 26b run rate is actually at the level of Google Cloud & AWS alrea

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This single deal is about the revenue of @CoreWeave to put it in perspective @SpaceX is the largest neocloud & its AI cloud revenue at 26b run rate is actually at the level of Google Cloud & AWS already, catching up to Azure (37b run rate) SpaceX just quietly amended its S-1 announcing another mega deal $920M/month from Google from October 2026 through June 2029 With both parties being able to terminate the agreement with 90 days notice Things are getting exciting 🚀

Source: Emad Mostaque (X) | 2026-06-05

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