BREAKING: SpaceX, $SPCX, announces a new partnership with Nvidia, $NVDA, to design its Starmind AI-1 payload, bringing data center-class compute into orbit.
The partnership will use Nvidia’s Rubin GPUs and Vera CPUs, while increasing SpaceX’s peak satellite computing capacity to
SpaceX just dropped numbers that make most tech companies look sleepy:
EPS up 74% year-over-year
Revenue up 92% year-over-year
That's not incremental growth — that's a company hitting escape velocity in both top and bottom line. When you're scaling launch cadence, expanding Starlink subscriber base, and still improving margins, you're not just growing, you're compounding operational leverage.
This is what happens when you control the entire stack — rockets, satellites, ground infrastructure —...