![[AINews] SpaceX is already a $28B/yr Neocloud](https://substackcdn.com/image/fetch/$s_!0sP8!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fpbs.substack.com%2Fmedia%2FHLbX8TUaoAA9OTl.jpg)
a quiet day lets us reflect on some numbers from Jamin Ball.
The observation of SpaceX's significant annual revenue highlights its emerging role as a major infrastructure provider, distinct from its core aerospace business.
A strategic reader should care because this re-frames a prominent company as a substantial 'Neocloud' player, indicating a convergence of compute, space infrastructure, and AI data needs.
The definition of a 'cloud provider' expands beyond traditional data centers to include integrated space-based and ground infrastructure, potentially accelerating global compute and data access.
- · SpaceX
- · AI developers in remote regions
- · Space-based data analytics
- · Traditional hyperscale cloud providers (potentially facing new competition model
- · Legacy communication satellite companies
Increased accessibility to high-bandwidth, global internet and compute services for a wider range of users and applications.
New business models emerge that leverage distributed, resilient, and space-integrated compute/data infrastructure.
Geopolitical implications arise as control over combined space and cloud infrastructure becomes a strategic national asset.
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Read at Latent Space