Jukka Lepikkö wrote that SpaceX's Q3 earnings announcement could make the day one of the most important of 2026 in terms of the AI theme. According to him, the company would become profitable driven by its cloud services segment, even though the business was only launched in the previous quarter, Q2. Lepikkö stated that SpaceX was renting out computing capacity at its peak with an annual yield of $50 billion per gigawatt, while the investment for the corresponding capacity cost about $30 billion. He estimated the payback period to be less than a year and believed that SpaceX would make a lot of money from its AI investments. According to him, the earnings announcement could lead the market to value this business, and the development would also be positive for Nebiux, Iren, and more broadly for the AI theme. #tekoäly #SpaceX #pilvipalvelut (translated)













