🚨 SPACEXAI UPDATES FROM Q2 EARNINGS
GROK:
>Grok 4.5 was a huge improvement
>Grok 4.6 dropping ~next week
>Grok 4.7 in three or four weeks
>Grok 5 before end of the year
“We will be incorporating the ENTIRE CORPUS of SpaceX data… ALL the data SpaceX has ever produced over the course of a quarter century into Grok training… This will make Grok by far the BEST ENGINEER”
COLOSSUS COMPUTE:
>building data centers faster than anyone else
>efficiency of compute deployment also the highest
>2GW+ online by end of 2026
>by the end of next year… SEVERAL times higher
>closer to 10GW than 5GW
NVIDIA x SPACEX:
>we’ve decided to build EXCLUSIVELY on NVIDIA
>Vera Rubin architecture is the best architecture
>“we greatly value a close cooperation and partnership on many levels with NVIDIA”
CURSOR:
>acquisition should close quite soon
>through almost all of the regulatory hurdles
STARMIND AI1 SATELLITES:
>optimized Vera Rubin NVL72 in orbit
>"we expect to start launching these next year"
>a radical simplification of the normal NVL72 rack
>will cost less, and be more effective
>so deploying them on the ground AND in space
SPACEX CFO:
>robust demand for cloud services
>increasingly favorable economics with each agreement we sign
>supply-demand imbalance in the compute market will continue
>less than ONE YEAR payback on new compute capex
>Q3 already contracted $6.7B more cloud revenue
>ramping starting in October
“We believe this puts us on a trajectory, including contribution from Cursor, to reach 100 BILLION of ARR by the end of this year.”
$SPCX