Veytics Intelligence
2026-10-22 · Yahoo

AI just saved SpaceX: record $14.6B quarter, possible merger

SpaceX just reported $14.6 billion in quarterly revenue and the first profit in its history, and the surprise is where the money came from: AI. Host Ejaaz Ahamadeen breaks down how SpaceX became the number one neocloud renting compute to Anthropic and Google, the power bottleneck, the potential Tesla merger, and what could still go wrong. Video Transcript 0:00 spk_0 I amExcited. SpaceX 4 months ago had the largest, most expensive IPO in history, and half of Wall Street basically wrote them off. They called the company massively overvalued, and yet last night they reported their quarterly earnings and a massive $14.6 billion in revenue in a single quarter.

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