Musk: SpaceX Will Dominate the AI Computing Power Race Thanks to Rocket Scientists' Engineering Advantage

TechFlow News, August 5, according to Fortune magazine, Musk stated during the earnings call following SpaceX's IPO that SpaceX, leveraging the engineering advantages of rocket scientists, will dominate the AI compute race, comparing it to "the New York Yankees playing against a minor league team." SpaceX's Q2 AI revenue reached $2.6 billion, a quarter-over-quarter increase of 213%, with capital expenditure reaching $18.4 billion. The company has signed $14.1 billion in cloud service contracts, with clients including Anthropic and Google, and announced it will fully adopt NVIDIA's Vera Rubin architecture, targeting 20 GW of computing power deployment by the end of 2027.