Seems very relevant that SpaceX’s primary AI offerings are:
- Cursor - Lots of data centre capacity being rented to Anthropic and Google and others
That seems very much like being an AI company.
Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.
They’re not long term contract though… some might only be 90days