Veytics Intelligence
2026-10-21 · Yahoo

Why SpaceX has the potential to be the world's largest hyperscaler

SpaceX (SPCX) stock is popping off on Wednesday after topping third quarter earnings estimates, its AI business bringing in $7.56 billion in revenue alone. SlateStone Wealth partner and chief market strategist Kenny Polcari is joined by Futurum Group CEO Daniel Newman to discuss SpaceX's potential as the next big hyperscaler. Video Transcript 00:00 Kenny Now, SpaceX's AI business then did 7.56 billion last quarter. That's bigger than Starlink and a lot of it is compute leased to Anthropic and Google. Now, here's the question, should we be thinking of SpaceX as a fifth hyperscaler? 00:23 Speaker A I think the answer is yes and.

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