🚨 SPACEXAI UPDATES FROM Q2 EARNINGS GROK: >Grok 4.5 was a huge improvement >Grok 4.6 dropping ~next week >Grok 4.7 in three or four weeks >Grok 5 before end of the year “We will be incorporating the ENTIRE CORPUS of SpaceX data… ALL the data SpaceX has ever produced over the course of a quarter century into Grok training… This will make Grok by far the BEST ENGINEER” COLOSSUS COMPUTE: >building data centers faster than anyone else >efficiency of compute deployment also the highest >2GW+ online by end of 2026 >by the end of next year… SEVERAL times higher >closer to 10GW than 5GW NVIDIA x SPACEX: >we’ve decided to build EXCLUSIVELY on NVIDIA >Vera Rubin architecture is the best architecture >“we greatly value a close cooperation and partnership on many levels with NVIDIA” CURSOR: >acquisition should close quite soon >through almost all of the regulatory hurdles STARMIND AI1 SATELLITES: >optimized Vera Rubin NVL72 in orbit >"we expect to start launching these next year" >a radical simplification of the normal NVL72 rack >will cost less, and be more effective >so deploying them on the ground AND in space SPACEX CFO: >robust demand for cloud services >increasingly favorable economics with each agreement we sign >supply-demand imbalance in the compute market will continue >less than ONE YEAR payback on new compute capex >Q3 already contracted $6.7B more cloud revenue >ramping starting in October “We believe this puts us on a trajectory, including contribution from Cursor, to reach 100 BILLION of ARR by the end of this year.” $SPCX