Musk: SpaceX Will Dominate the AI Computing Power Race Thanks to Rocket Scientists' Engineering Advantage

According to Fortune magazine, Musk stated on the earnings call following SpaceX's initial public listing that SpaceX, leveraging the engineering advantages of rocket scientists, will dominate the AI computing power competition, comparing it to "the New York Yankees versus a minor league team." SpaceX's Q2 AI revenue reached $2.6 billion, a quarter-over-quarter increase of 213%, with capital expenditures reaching $18.4 billion. The company has signed $14.1 billion in cloud service contracts, with clients including Anthropic and Google, and announced it will fully adopt the NVIDIA Vera Rubin architecture, targeting 20 gigawatts of computing power deployment by the end of 2027.