SpaceX Is Not a Cloud Company. It Is Becoming One Before the IPO.
AI Infrastructure · Cloud Economics Five days before its IPO, SpaceX disclosed two back-to-back compute leasing deals worth more than $25 billion annually. That sequencing did not happen by accident. By Shashi Bellamkonda · June 7, 2026 $920M Google pays SpaceX monthly $1.25B Anthropic pays SpaceX monthl…