From now on, we really have to consider SpaceX as the leader of New Cloud. According to reports, Google has agreed to pay SpaceX $920 million per month between October 2026 and June 2029 to rent approximately 110,000 NVIDIA GPUs, along with CPUs, storage, and other systems within SpaceX's data centers. Combined with the previous agreement signed with Anthropic, SpaceX's data center revenue could reach $2.12 billion per month. That’s already 3x the business volume of CRWV and 10x that of Nebius, approaching half the scale of Oracle Cloud's business. In 2015, SpaceX's total revenue was $18.6 billion, with a loss of $4.9 billion, and its AI business alone lost $6.3 billion. Cloud is an entirely new business line, and if included, total revenue could reach $40 billion, fully covering losses and even making the AI business significantly profitable. Gotta say, the engineering capabilities under Elon Musk are insane—casually creating a new cloud provider that’s miles ahead of the competition. This post is sponsored by @bitget_zh: 'Bitget - Trade U.S. stocks with instant access and seamless transactions.'