比特币橙子Trader|Jun 07, 2026 01:49
Who would’ve thought that top cloud giants would need to buy computing power from a rocket company?
Where did Musk’s SpaceX get so much computing power that it can rent it out to both Google and Anthropic?
Checked it out, turns out Elon started planning this last year.
2025: Dropped $5-6 billion and, leveraging top-tier political and business connections with Jensen Huang and Trump, managed to build the Colossus supercomputing center.
2026.02: Forced xAI into the soon-to-be-listed SpaceX, turning idle computing power during large model training downtime into premium assets.
2026.05: First, Anthropic shelled out $1.25 billion per month to lock in Colossus 1.
2026.06: Right before the IPO, Google signed a three-year contract worth $920 million per month.
With just these two tenants, Elon is passively raking in $50 billion, with an ROI shooting past 400%.
Next Friday (June 12), SpaceX is officially going public on Nasdaq, aiming to raise $75 billion.
These two sudden massive streams of recurring revenue have become Elon’s ultimate trump card to justify the jaw-dropping $1.75 trillion valuation.
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