Key Points SpaceX's new AI contracts make its computing business look far more substantial than Michael Burry assumed. Recent signed agreements could generate $40.8 billion in annual revenue once fully served, but 90-day termination clauses weaken that backlog. SpaceXAI still must prove it can reliably generate positive cash flows after spending $15.8 billion on AI infrastructure in one quarter. 10 stocks we like better than Space Exploration Technologies › Before Space Exploration Technologies (NASDAQ: SPCX) went public in the largest debut in history at $1.8 trillion, Michael Burry of "The Big Short" fame argued that nothing in its IPO filing justified even a $1 trillion valuation.
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