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7 August 2026
SpaceX Is Quietly Becoming a 'Neocloud,' Veteran Analyst Says: Here's What That Means
Elon Musk’s SpaceX (NASDAQ:SPCX) beat revenue estimates in its first earnings report as a public company, but one veteran analyst says the rocket maker is quietly turning into something else: a landlord for other people’s AI compute. Shares tumbled as...
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