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SpaceX AI Revenue Surges 830% YoY — Does the Valuation Framework Need Rewriting?

SpaceX reported after hours Tuesday: revenue $14.58B (+161% YoY), net income $4.4B, EBITDA $8.81B. Its AI Superintelligence unit posted $7.56B (+830% YoY), surpassing aerospace and Starlink to become SpaceX's largest segment for the first time. Separately, Anthropic's IPO filing showed $16.3B in first-half revenue and up to $750B in long-term compute commitments. SpaceX closed -0.11% at $147.79 before the print. Can SpaceX's AI unit sustain the growth needed to support a further valuation re-rating?

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