SpaceX’s AI Splurge Puts a Damper on Debut Earnings
THE SO WHAT
AI capex is now large enough to move even a SpaceX earnings print—operators should assume multi-quarter margin volatility any time they internalize serious model or infra bets. If you’re selling into or competing with AI-heavy infra players, underwrite them as capex cycles, not steady SaaS-like spend.
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