SpaceX

Anthropic disclosed in its IPO filing compute capacity with SpaceX worth up to $120.5 billion, with monthly fees of about $3.1 billion once capacity is fully deployed. That represents a substantial share of SpaceX’s expected quarterly and annual revenues, but also creates a strong dependence on a single customer. The contracts run initially through 2029 but include cancellable periods starting in early 2027 with 90 days' notice, so the total figure is more an upper limit than guaranteed revenue. An Anthropic IPO and future quarterly results could clarify the long‑term commitment and the impact on SpaceX’s stock. » Altro su finanzen.net

Deutsche Bank Research has raised the price target for SpaceX from $235 to $250 and kept the rating at "Buy." Analyst Edison Yu sees stronger AI growth potential after the third quarter and considers forecasts for the coming quarters too conservative. The stock was last trading slightly down on the NASDAQ. » Altro su finanzen.net

Elon Musk says SpaceX has secured roughly $40 billion in financing for new AI hardware and data centers, but deal partners report that interest rates are still undecided. Musk warns that many neocloud providers are effectively shut out of the bond market, which could leave compute capacity stranded and up to $200 billion of hardware unused. SpaceX is increasingly renting GPUs and stresses diversified revenue streams from Starlink and rocket launches. » Altro su golem.de