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.

ARK Invest

@ARKInvest

Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure:

加入 March 2014

943 正在關注 822K 粉絲

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.