ARK Invest(@ARKInvest):SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. @TashaARK and @DMaguireARK unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.

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ARK Invest@ARKInvest

2026.08.06 20:39

SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. @TashaARK and @DMaguireARK unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.