{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-08-11T09:21:12.743Z","headline":"SpaceX 已不再是\"Space\"，而主要是\"X\"","description":"SpaceX 上市后首份季度财报显示，其按收入主要是一家电信公司和算力租赁公司：Starlink 收入 42 亿美元，是唯一实现运营盈利的业务；而向 AI 公司出租数据中心容量的 neocloud 业务收入已超过火箭业务，第二季度 AI 相关支出达 158 亿美元。","url":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","mainEntityOfPage":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","datePublished":"2026-08-05T16:35:56.000Z","dateModified":"2026-08-05T16:35:56.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.theverge.com/science/975545/spacex-x-earnings-ai-data-centers-compute-space","https://aihot.virxact.com/items/cmsgdg2y0025gro5qqc4h1jh2"],"canonicalUrl":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","directAnswer":{"@type":"Answer","text":"SpaceX上市后的首份季度财报显示，按收入结构看，公司主要由Starlink电信业务和面向AI公司的算力租赁业务构成；太空业务收入不足10亿美元，且低于算力租赁业务。","url":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","dateCreated":"2026-08-05T16:35:56.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"The Verge source article","url":"https://www.theverge.com/science/975545/spacex-x-earnings-ai-data-centers-compute-space","datePublished":"2026-08-05T16:35:56.000Z","provider":{"@type":"Organization","name":"The Verge","url":"https://www.theverge.com/science/975545/spacex-x-earnings-ai-data-centers-compute-space"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmsgdg2y0025gro5qqc4h1jh2","datePublished":"2026-08-05T16:35:56.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmsgdg2y0025gro5qqc4h1jh2"}}],"aggregationSource":"The Verge：AI（RSS）","originalPublisher":{"name":"The Verge","url":"https://www.theverge.com/science/975545/spacex-x-earnings-ai-data-centers-compute-space"},"geoDeepAnswer":null,"article":{"id":"cmsgdg2y0025gro5qqc4h1jh2","slug":"cmsgdg2y0025gro5qqc4h1jh2","url":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","title":"SpaceX 已不再是\"Space\"，而主要是\"X\"","title_en":"SpaceX is barely Space and mostly X","summary":"SpaceX 上市后首份季度财报显示，其按收入主要是一家电信公司和算力租赁公司：Starlink 收入 42 亿美元，是唯一实现运营盈利的业务；而向 AI 公司出租数据中心容量的 neocloud 业务收入已超过火箭业务，第二季度 AI 相关支出达 158 亿美元。","source":"The Verge：AI（RSS）","sourceUrl":"https://www.theverge.com/science/975545/spacex-x-earnings-ai-data-centers-compute-space","aiHotUrl":"https://aihot.virxact.com/items/cmsgdg2y0025gro5qqc4h1jh2","publishedAt":"2026-08-05T16:35:56.000Z","category":"技巧观点","score":52,"selected":false,"articleBody":["Once, I had some questions：/tech/887899/spacex-ipo-risks-ai about why SpaceX, Elon Musk’s healthiest company, acquired xAI：/tech/872619/elon-musk-merges-spacex-with-xai-and-x, his sickliest one. Now I have some questions about why we’re calling the whole thing SpaceX.","Look, what we have here, by revenue, is primarily a telecom company and a company that rents compute, according to SpaceX’s first quarterly earnings statement as a public company：/science/975335/spacex-made-more-money-as-a-neocloud. The space sector of the business didn’t break a billion dollars this quarter and contributed only a touch over 10 percent of the company’s revenue. SpaceX remains its own biggest customer. There just aren’t enough other people who want its rockets. And, I dunno, maybe if the rockets were a primary focus of the company, SpaceX wouldn’t be in danger of blasting a new crater into the Moon：https://www.theguardian.com/science/2026/aug/05/spacex-rocket-moon-crash-impact-falcon-9 with its space trash.","The lion’s share of the spending (and the hype) is nonetheless around what is graciously being referred to as “AI”","The telecom part — SpaceX calls it “connectivity” — is Starlink, the satellite internet service, which had $4.2 billion in revenue, and was the only part of SpaceX that did not have a loss from operations. And while Gwynne Shotwell, on the call, outlined plans for a phone service meant to compete with AT&T, Verizon, and T-Mobile, the lion’s share of the spending (and the hype) is nonetheless around what is graciously being referred to as “AI” to capture whatever contributions Grok may be making. Analyst Alexander Potter expects spending on the neocloud business, which leases data center capacity to AI companies, to climb to $65 billion next year, $17 billion more than he’d previously estimated, Bloomberg notes：https://www.bloomberg.com/news/articles/2026-08-04/spacex-exceeds-revenue-estimates-in-first-earnings-since-ipo.","It was hard to miss how important leasing data center space was to SpaceX. Not only did it make more money than SpaceX’s rockets, it also drove more spending — $15.8 billion on AI alone in the second quarter. (By comparison, spending on the space and connectivity sectors was a touch over a billion each.) That business makes it a competitor with neocloud companies such as CoreWeave：/ai-artificial-intelligence/822011/coreweave-debt-data-center-ai and Nebius.","Except that wasn’t originally the plan.","Musk built SpaceX’s Colossus 1 data center in Memphis for Grok, his also-ran AI that also occasionally refers to itself as MechaHitler and has a penchant for undressing women and children without their consent. But xAI had trouble running the complex：https://www.bloomberg.com/news/articles/2026-06-12/spacex-rented-out-computing-after-own-teams-had-trouble-using-it, and decided to rent it out instead. In addition to encountering latency that made it hard to train in-house models, the center employed a mix of newer and older chips that created bottlenecks. On the earnings call, Musk said that only 10 percent of the compute SpaceX builds will go to Grok：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-estimates-10-of-space-xs-compute-will-feed-grok.","Revenue isn’t profit, and building data centers is expensive","SpaceX now has deals with Google, Anthropic, Reflection AI, and Cursor, an AI company Musk eventually chose to acquire. On the second quarter earnings call, SpaceX chief financial officer Bret Johnsen said those deals put the company “on a trajectory, including contribution from Cursor, to reach $100 billion of ARR, or annualized revenue run rate,” a financial measurement used to estimate how much money a company will receive in a year, based on an estimate from a shorter period of time. Musk was even more bullish：https://techcrunch.com/2026/08/04/elon-musk-repeatedly-one-upped-his-execs-on-spacexs-first-earnings-call/, saying that “the $100 billion ARR in December is not a question mark,” and that the actual ARR might be higher.","That’s very nice. But revenue isn’t profit, and building data centers is expensive.","There are some problems with being in the bare-metal business of renting out compute：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud — specifically, inevitable obsolescence, the vagaries of construction, and the fact that compute is basically a commodity, which means that companies compete on cost. The more data centers that get built, the more compute is available. With more compute available, companies can’t charge as much for their chips.","Musk has claimed that he took SpaceX public because he wanted to build data centers in space. Now, I might think that if I had trouble running a data center on the ground, I’d get better at it before I tried to do something an order of magnitude harder：/ai-artificial-intelligence/845453/space-data-centers-astronomers — something that had never been done before, even. But that is not how Musk thinks, I suppose.","This all sounds expensive, doesn’t it?","SpaceX has even proposed an orbital data center：https://fccprod.servicenowservices.com/icfs?id=ibfs_application_summary&number=SAT-LOA-20260108-00016 consisting of as many as 1 million satellites to the Federal Communications Commission. The application is light on technical details：https://spacenews.com/spacex-files-plans-for-million-satellite-orbital-data-center-constellation/ — we have no idea about satellite size or deployment schedule, for instance — which makes me think that it’s more for PR than anything else. Musk has also released a few details about the satellites — or, at least, some drawings of them：https://spacenews.com/spacex-offers-details-on-orbital-data-center-satellites/. In this vision, a Musk-owned chip producer called Terafab will produce one terawatt of chips every year. A billion Optimus robots will do the work, at least once Musk figures out hands.","This all sounds expensive, doesn’t it? The end goal, Musk claims, is to build a mass accelerator on the Moon：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts.","I don’t put much stock in this kind of thing, any more than I put much stock in Musk’s claims that Starlink will deliver “a majority of the world’s internet,” as he said on the earnings call. It’s all part and parcel of Musk’s general habit：https://aeon.co/essays/silicon-valley-has-a-science-fiction-problem of talking about a sci-fi future：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts as imagined by a bunch of mid-20th-century writers. Sure, there are a bunch of scientists suggesting Musk’s proposed space data centers are a bad idea：https://www.nbcnews.com/science/space/spacex-data-centers-space-ai-scientist-backlash-environment-rcna588930. You can even argue about the feasibility of space data centers if you want：https://www.verysane.ai/p/should-we-put-gpus-in-space. Remind me, did the Hyperloop ever get built：https://www.fresnobee.com/opinion/editorials/article264451076.html? Say it with me now: It’s all vaporware till it ships, babe.","If we take away the pseudoscientific big talk, we are left with a company that launches rockets mostly for itself, has a fairly successful satellite internet business, and is basically running the risky and capital-intensive bare-metal business：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud we’ve seen from a bunch of the neoclouds, as a result of its failures of its in-house AI. That’s not quite as dreamy as getting to Mars in six years：https://www.theguardian.com/technology/2016/sep/27/elon-musk-spacex-mars-colony, is it?","SpaceX’s insider lockups start expiring on August 6th, which is tomorrow","What it does do, however, is provide Tesla with an important customer, one that buys $295 million in Tesla Megapack battery storage：https://techcrunch.com/2026/08/04/spacex-has-bought-329m-worth-of-tesla-megapacks-so-far-this-year/. SpaceX has also been buying a bunch of Cybertrucks, Musk’s historic flop：https://www.bloomberg.com/news/features/2026-07-22/tesla-cybertruck-risks-becoming-the-ford-edsel-of-the-ev-era of an automobile. As of this writing, Tesla stock is down 25 percent since January of this year.","Musk can maybe charge a premium on his compute because of his political connections：/elon-musk/676800/elon-musk-doge-leaving-politics-trump — I don’t think he’s planning on splashing out $100 million on the midterms for nothing ：https://www.nytimes.com/2026/07/30/us/politics/elon-musk-midterms-republicans.html. Maybe those political connections will make it easier for Musk to build terrestrial data centers — though those seem to be wildly unpopular：/policy/969667/humans-first-data-center-protest-hernando-county-florida-republicans across the entire political spectrum. Who knows, maybe the game plan is just, That’s a nice AI business you have there. Would be a real shame if something happened to it. Perhaps you should buy my compute, so nothing happens.","But maybe I’m just thinking too long-term. After all, SpaceX’s insider lockups start expiring on August 6th, which is tomorrow. If those insiders sell — as short-sellers expect them to：https://www.cnbc.com/2026/08/03/spacex-short-interest-overtakes-tesla-ahead-of-earnings-lockup-expiration.html — the already slumping stock will be even worse off. So reminding everyone of the mass accelerator on the Moon is maybe meant to rally the troops. Good thing Nasdaq changed its rules for SpaceX, so those losses will hit everyone with an index fund：/business/968257/spacex-in-your-index-fund-explained!","Actually, I have a science fiction thought about that：https://en.wikipedia.org/wiki/Slapstick_%28novel%29. Hey Elon! Why don’t you take a flying fuck at a rolling donut? Why don’t you take a flying fuck at the Mooooooon ?"],"articleImages":[],"mediaStatus":"none","articleBodyZh":["曾经，我有一些问题：/tech/887899/spacex-ipo-risks-ai 关于为什么 SpaceX，埃隆·马斯克最健康的公司，会收购 xAI：/tech/872619/elon-musk-merges-spacex-with-xai-and-x，他最虚弱的公司。现在我有一些问题，为什么我们把整个事情都叫做 SpaceX。","看，根据 SpaceX 作为上市公司的第一份季度收益声明：/science/975335/spacex-made-more-money-as-a-neocloud，从收入来看，我们这里主要是一家电信公司和一家计算租赁公司。本季度，公司太空业务收入未突破十亿美元，仅贡献了公司收入的略高于 10%。SpaceX 仍是自身最大的客户。没有足够的其他人想要它的火箭。而且，我不知道，也许如果火箭是公司主要关注点，SpaceX 就不会面临用太空垃圾在月球上炸出新坑的危险：https://www.theguardian.com/science/2026/aug/05/spacex-rocket-moon-crash-impact-falcon-9。","然而，大部分支出（以及炒作）仍然集中在被礼貌地称为“人工智能”的领域。","电信部分——SpaceX 称之为“连接服务”——是 Starlink 卫星互联网服务，收入为 42 亿美元，是 SpaceX 唯一没有运营亏损的部门。在电话会议上，Gwynne Shotwell 描述了一个计划，打算推出与 AT&T、Verizon 和 T-Mobile 竞争的电话服务，但大部分支出（以及炒作）仍然集中在被礼貌地称为“人工智能”的领域，以体现 Grok 可能做出的贡献。分析师 Alexander Potter 预计，明年用于新云业务的支出将攀升至 650 亿美元，比他之前估计的多 170 亿美元，彭博社指出：https://www.bloomberg.com/news/articles/2026-08-04/spacex-exceeds-revenue-estimates-in-first-earnings-since-ipo。","很难忽视租赁数据中心空间对SpaceX的重要性。不仅它比SpaceX的火箭赚得更多，还推动了更多支出——仅第二季度在AI上的花费就达158亿美元。（相比之下，航天和互联网络领域的支出各自略超过十亿美元。）该业务使它成为像CoreWeave和Nebius这样的新云公司的竞争对手。","只是那原本不是计划。","马斯克为Grok建造了SpaceX的Colossus 1数据中心，该AI偶尔也自称为MechaHitler，并有在未获同意的情况下剥衣女性和儿童的倾向。但xAI难以运行这个复杂系统，于是决定将其出租。此外，由于延迟问题很难训练内部模型，该中心使用了新旧混合芯片，造成瓶颈。在财报电话会上，马斯克表示SpaceX建造的算力中只有10%会用于Grok。","收入不是利润，建造数据中心成本很高","SpaceX目前与谷歌、Anthropic、Reflection AI以及马斯克最终选择收购的AI公司Cursor达成了合作。在第二季度财报电话会上，SpaceX首席财务官Bret Johnsen表示，这些交易使公司“走上轨道，包括Cursor的贡献，以达到1000亿美元的ARR（年度化经常性收入）水平”，ARR是一种基于短期估算来预测公司全年收入的财务指标。马斯克更为乐观，他表示，“12月达到1000亿美元的ARR不是疑问”，实际ARR可能更高。","这听起来很不错。但收入不是利润，建造数据中心成本很高。","涉足裸机租赁计算业务会有一些问题：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud ——具体来说，就是不可避免的过时、建设过程的不确定性，以及计算基本上是一种商品，这意味着公司在成本上竞争。建设的数据中心越多，可用的计算能力越多。可用的计算能力越多，公司就无法对其芯片收取那么高的价格。","马斯克曾声称，他将 SpaceX 上市是因为他想在太空中建设数据中心。现在，我可能会认为，如果我在地面运行数据中心时遇到困难，我会先在地面提高能力，再尝试做难度高一个数量级的事情：/ai-artificial-intelligence/845453/space-data-centers-astronomers ——甚至是前所未有的事情。但我想，这并不是马斯克思考问题的方式。","这一切听起来很昂贵，不是吗？","SpaceX 甚至向联邦通信委员会提出了一个轨道数据中心的计划：https://fccprod.servicenowservices.com/icfs?id=ibfs_application_summary&number=SAT-LOA-20260108-00016，由多达一百万颗卫星组成。该申请的技术细节很少：https://spacenews.com/spacex-files-plans-for-million-satellite-orbital-data-center-constellation/ ——例如，我们对卫星的尺寸或部署时间表一无所知 —— 这让我觉得这更多的是为公关，而不是其他目的。马斯克还公布了一些关于卫星的细节——或者至少是一些卫星的图纸：https://spacenews.com/spacex-offers-details-on-orbital-data-center-satellites/。在这个设想中，马斯克拥有的芯片制造商 Terafab 每年将生产一太瓦的芯片。十亿台 Optimus 机器人将完成这些工作，至少在马斯克弄清楚手的使用方法之后。","这一切听起来很昂贵，不是吗？马斯克声称，最终目标是在月球上建造一个大型加速器：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts。","我并不太在意这种事情，就像我并不太在意马斯克在财报电话中所说的 Starlink 将提供“世界大部分互联网”一样。这都是马斯克的一贯习惯：https://aeon.co/essays/silicon-valley-has-a-science-fiction-problem，谈论科幻未来：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts，由一群20世纪中叶的作家所幻想的。当然，有很多科学家认为马斯克提议的太空数据中心是一个坏主意：https://www.nbcnews.com/science/space/spacex-data-centers-space-ai-scientist-backlash-environment-rcna588930。你甚至可以讨论太空数据中心的可行性：https://www.verysane.ai/p/should-we-put-gpus-in-space。提醒我，超级高铁曾经建成过吗：https://www.fresnobee.com/opinion/editorials/article264451076.html？跟我一起说：在出货之前，这一切都是假想软件，亲爱的。","如果去掉伪科学的大言不惭，我们剩下的是一家主要为自己发射火箭的公司，拥有相当成功的卫星互联网业务，并且基本上在运营风险高、资本密集型的裸金属业务：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud，这是我们从一堆新兴云供应商那里看到的结果，都是因为它内部 AI 的失败。这可不像六年内到火星那么梦幻：https://www.theguardian.com/technology/2016/sep/27/elon-musk-spacex-mars-colony，对吧？","SpaceX 内部人员禁售期将于8月6日到期，也就是明天。","不过，它确实为特斯拉提供了一个重要客户，该客户购买了价值2.95亿美元的特斯拉 Megapack 储能电池：https://techcrunch.com/2026/08/04/spacex-has-bought-329m-worth-of-tesla-megapacks-so-far-this-year/。SpaceX 还购买了很多 Cybertruck，马斯克史上的失败之作：https://www.bloomberg.com/news/features/2026-07-22/tesla-cybertruck-risks-becoming-the-ford-edsel-of-the-ev-era。撰写本文时，特斯拉股票自今年1月以来已下跌25%。","马斯克也许可以因为他的政治关系在计算服务上收取高额费用：/elon-musk/676800/elon-musk-doge-leaving-politics-trump — 我认为他不会无缘无故在中期选举上花费一亿美金：https://www.nytimes.com/2026/07/30/us/politics/elon-musk-midterms-republicans.html。也许那些政治关系会让马斯克建设地面数据中心变得更容易—尽管这些在整个政治光谱中似乎都非常不受欢迎：/policy/969667/humans-first-data-center-protest-hernando-county-florida-republicans。谁知道呢，也许他的计划就是，“你那儿的AI业务不错。如果出点事就太可惜了。也许你应该买我的计算资源，这样就不会有事发生。”","但也许我想得太长远了。毕竟，SpaceX的内部人员锁定期将于8月6日到期，也就是明天。如果那些内部人员卖出——正如空头预期的那样：https://www.cnbc.com/2026/08/03/spacex-short-interest-overtakes-tesla-ahead-of-earnings-lockup-expiration.html——本已下跌的股价将更加糟糕。所以提醒大家月球上的大型加速器也许是为了鼓舞士气。幸运的是纳斯达克更改了针对SpaceX的规则，所以那些损失将影响持有指数基金的所有人：/business/968257/spacex-in-your-index-fund-explained!","实际上，我对这个有一个科幻的想法：https://en.wikipedia.org/wiki/Slapstick_%28novel%29。嘿，埃隆！你为什么不对着一个旋转的甜甜圈飞来一发？你为什么不对着月亮飞来一发？"],"translationStatus":"translated","bodyOrigin":"source-page","editorial":{"summary":"SpaceX上市后的首份季度财报显示，按收入结构看，公司主要由Starlink电信业务和面向AI公司的算力租赁业务构成；太空业务收入不足10亿美元，且低于算力租赁业务。","background":"Starlink收入为42亿美元，是材料中唯一实现运营盈利的业务。数据中心容量租赁收入已超过火箭业务，第二季度AI相关支出为158亿美元；材料还称，太空与连接业务支出各略高于10亿美元。","viewpoint":"Aioga判断，标题所指的业务重心变化，核心不是公司名称改变，而是收入、支出与资源配置呈现出通信和算力优先的结构。火箭仍是业务组成部分，但材料不足以证明其战略地位已经消失。","implications":"这份财报可能使外界重新评估SpaceX的估值逻辑：Starlink的运营盈利能力与算力租赁的扩张投入同时存在，而数据中心建设成本、算力利用率和AI业务盈利情况仍是值得关注的不确定因素。","nextStep":"后续应核对公司披露的分部收入、运营利润、资本支出和数据中心利用率，并观察算力租赁收入是否持续超过火箭业务；同时关注Starlink手机服务计划是否形成可验证的商业进展。","evidenceRefs":["title","summary","articleBody","source"],"status":"published","aiGenerated":true,"autoApproved":true,"generatedBy":"aioga-editorial:gpt-5.6-sol","reviewedBy":"aioga-editorial-review:gpt-5.6-sol","generatedAt":"2026-08-10T12:22:41.016Z","sourceHash":"93f331189bde9479","review":{"approved":true,"groundedness":94,"clarity":91,"duplicationRisk":22,"blockingIssues":[],"notes":["“外界重新评估SpaceX的估值逻辑”属于合理推演，候选内容已使用“可能”加以限定，并未冒充来源中的既定事实。","来源将158亿美元表述为第二季度AI相关“spending”，候选内容译为“支出”是准确的；后续核对项中的“资本支出”不应被理解为来源已确认这158亿美元全部属于资本支出。","“数据中心利用率”和“AI业务盈利情况”是合理的后续观察指标，但来源材料并未提供对应数据。"]},"validation":{"passed":true,"mode":"ai-auto","revisions":0,"checks":["schema","length","source-attribution","low-source-overlap","no-html","independent-ai-review"]}},"tags":["技巧观点","The Verge：AI（RSS）"],"translations":{"zh-CN":{"title":"SpaceX 已不再是\"Space\"，而主要是\"X\"","summary":"SpaceX 上市后首份季度财报显示，其按收入主要是一家电信公司和算力租赁公司：Starlink 收入 42 亿美元，是唯一实现运营盈利的业务；而向 AI 公司出租数据中心容量的 neocloud 业务收入已超过火箭业务，第二季度 AI 相关支出达 158 亿美元。","category":"技巧观点","source":"The Verge","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX 已不再是\"Space\"，而主要是\"X\" - Aioga AI资讯","description":"SpaceX 上市后首份季度财报显示，其按收入主要是一家电信公司和算力租赁公司：Starlink 收入 42 亿美元，是唯一实现运营盈利的业务；而向 AI 公司出租数据中心容量的 neocloud 业务收入已超过火箭业务，第二季度 AI 相关支出达 158 亿美元。","url":"https://www.aioga.com/news/cmsgdg2y0025gro5qqc4h1jh2/","articleBody":["曾经，我有一些问题：/tech/887899/spacex-ipo-risks-ai 关于为什么 SpaceX，埃隆·马斯克最健康的公司，会收购 xAI：/tech/872619/elon-musk-merges-spacex-with-xai-and-x，他最虚弱的公司。现在我有一些问题，为什么我们把整个事情都叫做 SpaceX。","看，根据 SpaceX 作为上市公司的第一份季度收益声明：/science/975335/spacex-made-more-money-as-a-neocloud，从收入来看，我们这里主要是一家电信公司和一家计算租赁公司。本季度，公司太空业务收入未突破十亿美元，仅贡献了公司收入的略高于 10%。SpaceX 仍是自身最大的客户。没有足够的其他人想要它的火箭。而且，我不知道，也许如果火箭是公司主要关注点，SpaceX 就不会面临用太空垃圾在月球上炸出新坑的危险：https://www.theguardian.com/science/2026/aug/05/spacex-rocket-moon-crash-impact-falcon-9。","然而，大部分支出（以及炒作）仍然集中在被礼貌地称为“人工智能”的领域。","电信部分——SpaceX 称之为“连接服务”——是 Starlink 卫星互联网服务，收入为 42 亿美元，是 SpaceX 唯一没有运营亏损的部门。在电话会议上，Gwynne Shotwell 描述了一个计划，打算推出与 AT&T、Verizon 和 T-Mobile 竞争的电话服务，但大部分支出（以及炒作）仍然集中在被礼貌地称为“人工智能”的领域，以体现 Grok 可能做出的贡献。分析师 Alexander Potter 预计，明年用于新云业务的支出将攀升至 650 亿美元，比他之前估计的多 170 亿美元，彭博社指出：https://www.bloomberg.com/news/articles/2026-08-04/spacex-exceeds-revenue-estimates-in-first-earnings-since-ipo。","很难忽视租赁数据中心空间对SpaceX的重要性。不仅它比SpaceX的火箭赚得更多，还推动了更多支出——仅第二季度在AI上的花费就达158亿美元。（相比之下，航天和互联网络领域的支出各自略超过十亿美元。）该业务使它成为像CoreWeave和Nebius这样的新云公司的竞争对手。","只是那原本不是计划。","马斯克为Grok建造了SpaceX的Colossus 1数据中心，该AI偶尔也自称为MechaHitler，并有在未获同意的情况下剥衣女性和儿童的倾向。但xAI难以运行这个复杂系统，于是决定将其出租。此外，由于延迟问题很难训练内部模型，该中心使用了新旧混合芯片，造成瓶颈。在财报电话会上，马斯克表示SpaceX建造的算力中只有10%会用于Grok。","收入不是利润，建造数据中心成本很高","SpaceX目前与谷歌、Anthropic、Reflection AI以及马斯克最终选择收购的AI公司Cursor达成了合作。在第二季度财报电话会上，SpaceX首席财务官Bret Johnsen表示，这些交易使公司“走上轨道，包括Cursor的贡献，以达到1000亿美元的ARR（年度化经常性收入）水平”，ARR是一种基于短期估算来预测公司全年收入的财务指标。马斯克更为乐观，他表示，“12月达到1000亿美元的ARR不是疑问”，实际ARR可能更高。","这听起来很不错。但收入不是利润，建造数据中心成本很高。","涉足裸机租赁计算业务会有一些问题：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud ——具体来说，就是不可避免的过时、建设过程的不确定性，以及计算基本上是一种商品，这意味着公司在成本上竞争。建设的数据中心越多，可用的计算能力越多。可用的计算能力越多，公司就无法对其芯片收取那么高的价格。","马斯克曾声称，他将 SpaceX 上市是因为他想在太空中建设数据中心。现在，我可能会认为，如果我在地面运行数据中心时遇到困难，我会先在地面提高能力，再尝试做难度高一个数量级的事情：/ai-artificial-intelligence/845453/space-data-centers-astronomers ——甚至是前所未有的事情。但我想，这并不是马斯克思考问题的方式。","这一切听起来很昂贵，不是吗？","SpaceX 甚至向联邦通信委员会提出了一个轨道数据中心的计划：https://fccprod.servicenowservices.com/icfs?id=ibfs_application_summary&number=SAT-LOA-20260108-00016，由多达一百万颗卫星组成。该申请的技术细节很少：https://spacenews.com/spacex-files-plans-for-million-satellite-orbital-data-center-constellation/ ——例如，我们对卫星的尺寸或部署时间表一无所知 —— 这让我觉得这更多的是为公关，而不是其他目的。马斯克还公布了一些关于卫星的细节——或者至少是一些卫星的图纸：https://spacenews.com/spacex-offers-details-on-orbital-data-center-satellites/。在这个设想中，马斯克拥有的芯片制造商 Terafab 每年将生产一太瓦的芯片。十亿台 Optimus 机器人将完成这些工作，至少在马斯克弄清楚手的使用方法之后。","这一切听起来很昂贵，不是吗？马斯克声称，最终目标是在月球上建造一个大型加速器：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts。","我并不太在意这种事情，就像我并不太在意马斯克在财报电话中所说的 Starlink 将提供“世界大部分互联网”一样。这都是马斯克的一贯习惯：https://aeon.co/essays/silicon-valley-has-a-science-fiction-problem，谈论科幻未来：https://www.businessinsider.com/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&utm_medium=referral&utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts，由一群20世纪中叶的作家所幻想的。当然，有很多科学家认为马斯克提议的太空数据中心是一个坏主意：https://www.nbcnews.com/science/space/spacex-data-centers-space-ai-scientist-backlash-environment-rcna588930。你甚至可以讨论太空数据中心的可行性：https://www.verysane.ai/p/should-we-put-gpus-in-space。提醒我，超级高铁曾经建成过吗：https://www.fresnobee.com/opinion/editorials/article264451076.html？跟我一起说：在出货之前，这一切都是假想软件，亲爱的。","如果去掉伪科学的大言不惭，我们剩下的是一家主要为自己发射火箭的公司，拥有相当成功的卫星互联网业务，并且基本上在运营风险高、资本密集型的裸金属业务：/ai-artificial-intelligence/848988/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud，这是我们从一堆新兴云供应商那里看到的结果，都是因为它内部 AI 的失败。这可不像六年内到火星那么梦幻：https://www.theguardian.com/technology/2016/sep/27/elon-musk-spacex-mars-colony，对吧？","SpaceX 内部人员禁售期将于8月6日到期，也就是明天。","不过，它确实为特斯拉提供了一个重要客户，该客户购买了价值2.95亿美元的特斯拉 Megapack 储能电池：https://techcrunch.com/2026/08/04/spacex-has-bought-329m-worth-of-tesla-megapacks-so-far-this-year/。SpaceX 还购买了很多 Cybertruck，马斯克史上的失败之作：https://www.bloomberg.com/news/features/2026-07-22/tesla-cybertruck-risks-becoming-the-ford-edsel-of-the-ev-era。撰写本文时，特斯拉股票自今年1月以来已下跌25%。","马斯克也许可以因为他的政治关系在计算服务上收取高额费用：/elon-musk/676800/elon-musk-doge-leaving-politics-trump — 我认为他不会无缘无故在中期选举上花费一亿美金：https://www.nytimes.com/2026/07/30/us/politics/elon-musk-midterms-republicans.html。也许那些政治关系会让马斯克建设地面数据中心变得更容易—尽管这些在整个政治光谱中似乎都非常不受欢迎：/policy/969667/humans-first-data-center-protest-hernando-county-florida-republicans。谁知道呢，也许他的计划就是，“你那儿的AI业务不错。如果出点事就太可惜了。也许你应该买我的计算资源，这样就不会有事发生。”","但也许我想得太长远了。毕竟，SpaceX的内部人员锁定期将于8月6日到期，也就是明天。如果那些内部人员卖出——正如空头预期的那样：https://www.cnbc.com/2026/08/03/spacex-short-interest-overtakes-tesla-ahead-of-earnings-lockup-expiration.html——本已下跌的股价将更加糟糕。所以提醒大家月球上的大型加速器也许是为了鼓舞士气。幸运的是纳斯达克更改了针对SpaceX的规则，所以那些损失将影响持有指数基金的所有人：/business/968257/spacex-in-your-index-fund-explained!","实际上，我对这个有一个科幻的想法：https://en.wikipedia.org/wiki/Slapstick_%28novel%29。嘿，埃隆！你为什么不对着一个旋转的甜甜圈飞来一发？你为什么不对着月亮飞来一发？"]},"en":{"title":"SpaceX is no longer 'Space', but mainly 'X'","summary":"SpaceX's first quarterly financial report after going public shows that in terms of revenue, it is mainly a telecommunications company and a computing capacity leasing company: Starlink generated $4.2 billion in revenue and is the only business that is operationally profitable; meanwhile, the neocloud business of leasing data center capacity to AI companies has surpassed the rocket business in revenue, with AI-related expenses reaching $15.8 billion in the second quarter.","category":"Insights","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX is no longer 'Space', but mainly 'X' - Aioga AI News","description":"SpaceX's first quarterly financial report after going public shows that in terms of revenue, it is mainly a telecommunications company and a computing capacity leasing company: Sta...","url":"https://www.aioga.com/en/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:01:49.041Z"},"ja":{"title":"SpaceX はもはや「Space」ではなく、主に「X」です","summary":"SpaceX 上場後の最初の四半期決算は、収益の面で主に通信会社と計算能力レンタル会社であることを示している：Starlink の収益は42億ドルで、唯一運営利益を上げている事業である。一方、AI 企業にデータセンターの容量を貸し出す neocloud 事業の収益はロケット事業を上回り、第2四半期のAI関連支出は158億ドルに達した。","category":"ヒントと視点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX はもはや「Space」ではなく、主に「X」です - Aioga AIニュース","description":"SpaceX 上場後の最初の四半期決算は、収益の面で主に通信会社と計算能力レンタル会社であることを示している：Starlink の収益は42億ドルで、唯一運営利益を上げている事業である。一方、AI 企業にデータセンターの容量を貸し出す neocloud 事業の収益はロケット事業を上回り、第2四半期のAI関連支出は158億ドルに達した。","url":"https://www.aioga.com/ja/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:01:58.951Z"},"ko":{"title":"SpaceX는 더 이상 'Space'가 아니라 주로 'X'입니다","summary":"SpaceX 상장 후 첫 분기 실적 보고서에 따르면, 수익 기준으로 주로 통신 회사와 연산력 임대 회사이다: Starlink 수익은 42억 달러로 유일하게 영업 이익을 낸 사업이며, AI 회사에 데이터 센터 용량을 임대하는 neocloud 사업 수익은 로켓 사업을 이미 초과했으며, 2분기 AI 관련 지출은 158억 달러에 달했다.","category":"인사이트","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX는 더 이상 'Space'가 아니라 주로 'X'입니다 - Aioga AI 뉴스","description":"SpaceX 상장 후 첫 분기 실적 보고서에 따르면, 수익 기준으로 주로 통신 회사와 연산력 임대 회사이다: Starlink 수익은 42억 달러로 유일하게 영업 이익을 낸 사업이며, AI 회사에 데이터 센터 용량을 임대하는 neocloud 사업 수익은 로켓 사업을 이미 초과했으며, 2분기 AI 관련 지출은 158억 달러에...","url":"https://www.aioga.com/ko/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:02:34.559Z"},"es":{"title":"SpaceX ya no es 'Space', sino principalmente 'X'","summary":"El primer informe trimestral de SpaceX después de su salida a bolsa muestra que, según los ingresos, es principalmente una empresa de telecomunicaciones y de alquiler de capacidad de cálculo: los ingresos de Starlink ascienden a 4.200 millones de dólares, siendo el único negocio que genera ganancias operativas; mientras que los ingresos del negocio neocloud, que alquila capacidad de centros de datos a empresas de IA, ya han superado al negocio de cohetes, y el gasto relacionado con IA en el segundo trimestre alcanzó los 15.800 millones de dólares.","category":"Ideas","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX ya no es 'Space', sino principalmente 'X' - Aioga Noticias de IA","description":"El primer informe trimestral de SpaceX después de su salida a bolsa muestra que, según los ingresos, es principalmente una empresa de telecomunicaciones y de alquiler de capacidad...","url":"https://www.aioga.com/es/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:02:36.505Z"},"fr":{"title":"SpaceX n'est plus 'Space', mais principalement 'X'","summary":"Le premier rapport trimestriel de SpaceX après son introduction en bourse montre que, selon les revenus, elle est principalement une entreprise de télécommunications et de location de puissance de calcul : les revenus de Starlink s'élèvent à 4,2 milliards de dollars, étant la seule activité à réaliser un bénéfice opérationnel ; tandis que l'activité neocloud de location de capacité de centres de données aux entreprises d'IA a déjà dépassé les revenus de l'activité fusée, les dépenses liées à l'IA au deuxième trimestre atteignant 15,8 milliards de dollars.","category":"Analyses","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX n'est plus 'Space', mais principalement 'X' - Aioga Actualités IA","description":"Le premier rapport trimestriel de SpaceX après son introduction en bourse montre que, selon les revenus, elle est principalement une entreprise de télécommunications et de location...","url":"https://www.aioga.com/fr/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:03:11.301Z"},"de":{"title":"SpaceX ist nicht mehr 'Space', sondern hauptsächlich 'X'","summary":"Der erste Quartalsbericht von SpaceX nach dem Börsengang zeigt, dass das Unternehmen nach Umsatz im Wesentlichen ein Telekommunikations- und Rechenleistungsvermietungsunternehmen ist: Starlink erzielte Einnahmen von 4,2 Milliarden US-Dollar und ist das einzige profitable Geschäft; während der neocloud-Geschäftszweig, der Rechenzentrums-Kapazitäten an KI-Unternehmen vermietet, bereits mehr Umsatz als das Raketen-Geschäft erzielt hat, betrugen die KI-bezogenen Ausgaben im zweiten Quartal 15,8 Milliarden US-Dollar.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX ist nicht mehr 'Space', sondern hauptsächlich 'X' - Aioga KI-News","description":"Der erste Quartalsbericht von SpaceX nach dem Börsengang zeigt, dass das Unternehmen nach Umsatz im Wesentlichen ein Telekommunikations- und Rechenleistungsvermietungsunternehmen i...","url":"https://www.aioga.com/de/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:03:16.743Z"},"pt-BR":{"title":"A SpaceX já não é mais 'Space', mas principalmente 'X'","summary":"O primeiro relatório trimestral da SpaceX após sua abertura de capital mostra que, em termos de receita, ela é principalmente uma empresa de telecomunicações e de aluguel de capacidade computacional: a Starlink gerou 4,2 bilhões de dólares em receita, sendo o único negócio a obter lucro operacional; enquanto o negócio neocloud, que aluga capacidade de data center para empresas de IA, já ultrapassou a receita do setor de foguetes, com despesas relacionadas à IA atingindo 15,8 bilhões de dólares no segundo trimestre.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"A SpaceX já não é mais 'Space', mas principalmente 'X' - Aioga Notícias de IA","description":"O primeiro relatório trimestral da SpaceX após sua abertura de capital mostra que, em termos de receita, ela é principalmente uma empresa de telecomunicações e de aluguel de capaci...","url":"https://www.aioga.com/pt-BR/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:03:50.849Z"},"ru":{"title":"SpaceX больше не «Space», а в основном «X»","summary":"Первый квартальный отчет SpaceX после выхода на биржу показывает, что по доходам компания в основном является телекоммуникационной компанией и компанией по аренде вычислительных мощностей: доход Starlink составил 4,2 млрд долларов и является единственным прибыльным направлением; в то время как доходы от бизнеса neocloud, сдающего в аренду емкости центров обработки данных AI-компаниям, превысили доходы от ракетного бизнеса, во втором квартале расходы на AI составили 15,8 млрд долларов.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX больше не «Space», а в основном «X» - Aioga Новости ИИ","description":"Первый квартальный отчет SpaceX после выхода на биржу показывает, что по доходам компания в основном является телекоммуникационной компанией и компанией по аренде вычислительных мо...","url":"https://www.aioga.com/ru/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:03:53.360Z"},"ar":{"title":"لم تعد SpaceX فقط 'الفضاء'، بل أصبحت بشكل رئيسي 'X'","summary":"أظهر أول تقرير ربع سنوي لشركة سبيس إكس بعد طرحها للاكتتاب العام أن إيراداتها تجعلها في الأساس شركة اتصالات وشركة تأجير قوة حوسبية: بلغت إيرادات ستارلينك 4.2 مليار دولار، وهي النشاط الوحيد الذي يحقق أرباح تشغيلية؛ بينما تجاوزت إيرادات نشاط neocloud، الذي يقوم بتأجير سعة مراكز البيانات لشركات الذكاء الاصطناعي، إيرادات نشاط الصواريخ، وبلغت المصروفات المتعلقة بالذكاء الاصطناعي في الربع الثاني 15.8 مليار دولار.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"لم تعد SpaceX فقط 'الفضاء'، بل أصبحت بشكل رئيسي 'X' - Aioga أخبار الذكاء الاصطناعي","description":"أظهر أول تقرير ربع سنوي لشركة سبيس إكس بعد طرحها للاكتتاب العام أن إيراداتها تجعلها في الأساس شركة اتصالات وشركة تأجير قوة حوسبية: بلغت إيرادات ستارلينك 4.2 مليار دولار، وهي النشاط...","url":"https://www.aioga.com/ar/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:04:34.638Z"},"hi":{"title":"SpaceX अब 'Space' नहीं है, बल्कि मुख्य रूप से 'X' है","summary":"SpaceX के上市 के बाद की पहली तिमाही की वित्तीय रिपोर्ट दिखाती है कि इसके राजस्व के हिसाब से यह मुख्य रूप से एक दूरसंचार कंपनी और कंप्यूटिंग पावर किराए पर देने वाली कंपनी है: Starlink का राजस्व 4.2 बिलियन अमेरिकी डॉलर है, जो एकमात्र ऐसा व्यवसाय है जो संचालन में लाभ कमा रहा है; जबकि AI कंपनियों को डेटा सेंटर की क्षमता किराए पर देने वाला neocloud व्यवसाय का राजस्व रॉकेट व्यवसाय से अधिक हो गया है, दूसरी तिमाही में AI से संबंधित खर्च 15.8 बिलियन अमेरिकी डॉलर तक पहुंच गया।","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX अब 'Space' नहीं है, बल्कि मुख्य रूप से 'X' है - Aioga AI समाचार","description":"SpaceX के上市 के बाद की पहली तिमाही की वित्तीय रिपोर्ट दिखाती है कि इसके राजस्व के हिसाब से यह मुख्य रूप से एक दूरसंचार कंपनी और कंप्यूटिंग पावर किराए पर देने वाली कंपनी है: Starlink...","url":"https://www.aioga.com/hi/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:04:31.760Z"},"it":{"title":"SpaceX non è più 'Space', ma principalmente 'X'","summary":"Il primo rapporto trimestrale di SpaceX dopo la quotazione mostra che, in termini di ricavi, è principalmente una società di telecomunicazioni e di leasing di capacità di calcolo: i ricavi di Starlink ammontano a 4,2 miliardi di dollari, essendo l'unica attività a generare un profitto operativo; mentre l'attività neocloud, che affitta la capacità dei data center alle aziende di AI, ha già superato i ricavi del settore dei razzi, con spese legate all'AI nel secondo trimestre che hanno raggiunto i 15,8 miliardi di dollari.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX non è più 'Space', ma principalmente 'X' - Aioga Notizie IA","description":"Il primo rapporto trimestrale di SpaceX dopo la quotazione mostra che, in termini di ricavi, è principalmente una società di telecomunicazioni e di leasing di capacità di calcolo:...","url":"https://www.aioga.com/it/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:05:15.951Z"},"nl":{"title":"SpaceX is niet langer 'Space', maar voornamelijk 'X'","summary":"De eerste kwartaalrapportage van SpaceX na de beursgang laat zien dat het bedrijf qua inkomsten voornamelijk een telecombedrijf en een vermogensverhuurbedrijf is: Starlink-inkomsten bedroegen 4,2 miljard dollar en is de enige operationeel winstgevende tak; terwijl de neocloud-activiteiten, die datacentercapaciteit aan AI-bedrijven verhuren, inmiddels meer inkomsten genereren dan de raketactiviteiten, met AI-gerelateerde uitgaven van 15,8 miljard dollar in het tweede kwartaal.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX is niet langer 'Space', maar voornamelijk 'X' - Aioga AI-nieuws","description":"De eerste kwartaalrapportage van SpaceX na de beursgang laat zien dat het bedrijf qua inkomsten voornamelijk een telecombedrijf en een vermogensverhuurbedrijf is: Starlink-inkomste...","url":"https://www.aioga.com/nl/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:05:10.231Z"},"tr":{"title":"SpaceX artık 'Space' değil, esas olarak 'X'.","summary":"SpaceX'in halka arz sonrası ilk çeyrek finansal raporu, gelir açısından esas olarak bir telekomünikasyon şirketi ve hesaplama gücü kiralama şirketi olduğunu gösteriyor: Starlink gelirleri 4,2 milyar dolar olup, faaliyet karı elde eden tek iş birimi; AI şirketlerine veri merkezi kapasitesi kiralayan neocloud işinin gelirleri ise roket işini geçti ve ikinci çeyrekte AI ile ilgili harcamalar 15,8 milyar dolara ulaştı.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX artık 'Space' değil, esas olarak 'X'. - Aioga AI Haberleri","description":"SpaceX'in halka arz sonrası ilk çeyrek finansal raporu, gelir açısından esas olarak bir telekomünikasyon şirketi ve hesaplama gücü kiralama şirketi olduğunu gösteriyor: Starlink ge...","url":"https://www.aioga.com/tr/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:05:48.563Z"},"vi":{"title":"SpaceX không còn là 'Space', mà chủ yếu là 'X'","summary":"Báo cáo tài chính quý đầu tiên sau khi SpaceX IPO cho thấy, theo doanh thu, công ty chủ yếu là một công ty viễn thông và cho thuê tính toán: Doanh thu của Starlink là 4,2 tỷ USD, là mảng duy nhất đạt lợi nhuận hoạt động; trong khi doanh thu từ mảng neocloud cho thuê dung lượng trung tâm dữ liệu cho các công ty AI đã vượt qua mảng tên lửa, chi tiêu liên quan đến AI trong quý 2 đạt 15,8 tỷ USD.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX không còn là 'Space', mà chủ yếu là 'X' - Tin tức AI Aioga","description":"Báo cáo tài chính quý đầu tiên sau khi SpaceX IPO cho thấy, theo doanh thu, công ty chủ yếu là một công ty viễn thông và cho thuê tính toán: Doanh thu của Starlink là 4,2 tỷ USD, l...","url":"https://www.aioga.com/vi/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:05:47.838Z"},"id":{"title":"SpaceX tidak lagi 'Space', melainkan terutama 'X'","summary":"Laporan keuangan kuartal pertama SpaceX setelah IPO menunjukkan bahwa berdasarkan pendapatan, perusahaan ini terutama merupakan perusahaan telekomunikasi dan penyewaan daya komputasi: pendapatan Starlink sebesar 4,2 miliar dolar AS, adalah satu-satunya bisnis yang menghasilkan keuntungan operasional; sedangkan pendapatan bisnis neocloud yang menyewakan kapasitas pusat data kepada perusahaan AI telah melebihi bisnis roket, dengan pengeluaran terkait AI pada kuartal kedua mencapai 15,8 miliar dolar AS.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX tidak lagi 'Space', melainkan terutama 'X' - Berita AI Aioga","description":"Laporan keuangan kuartal pertama SpaceX setelah IPO menunjukkan bahwa berdasarkan pendapatan, perusahaan ini terutama merupakan perusahaan telekomunikasi dan penyewaan daya komputa...","url":"https://www.aioga.com/id/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:06:23.112Z"},"th":{"title":"SpaceX ไม่ใช่ 'Space' อีกต่อไป แต่หลักๆ คือ 'X'","summary":"รายงานผลประกอบการรายไตรมาสฉบับแรกหลังจากที่ SpaceX เข้าตลาดหุ้นแสดงให้เห็นว่าตามรายได้แล้ว บริษัทส่วนใหญ่นั้นเป็นบริษัทโทรคมนาคมและบริษัทให้เช่าความสามารถในการคำนวณ: รายได้ของ Starlink อยู่ที่ 4.2 พันล้านดอลลาร์สหรัฐ เป็นธุรกิจเดียวที่สามารถทำกำไรจากการดำเนินงานได้; ส่วนธุรกิจ neocloud ที่ให้เช่าความจุศูนย์ข้อมูลแก่บริษัท AI มีรายได้เกินกว่าธุรกิจจรวด โดยค่าใช้จ่ายที่เกี่ยวข้องกับ AI ในไตรมาสที่สองอยู่ที่ 15.8 พันล้านดอลลาร์สหรัฐ","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX ไม่ใช่ 'Space' อีกต่อไป แต่หลักๆ คือ 'X' - ข่าว AI Aioga","description":"รายงานผลประกอบการรายไตรมาสฉบับแรกหลังจากที่ SpaceX เข้าตลาดหุ้นแสดงให้เห็นว่าตามรายได้แล้ว บริษัทส่วนใหญ่นั้นเป็นบริษัทโทรคมนาคมและบริษัทให้เช่าความสามารถในการคำนวณ: รายได้ของ Star...","url":"https://www.aioga.com/th/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:06:39.299Z"},"pl":{"title":"SpaceX już nie jest 'Space', lecz przede wszystkim 'X'","summary":"Pierwszy kwartalny raport finansowy SpaceX po wejściu na giełdę pokazuje, że pod względem przychodów firma działa głównie jako przedsiębiorstwo telekomunikacyjne i firma wynajmująca moc obliczeniową: przychody Starlink wyniosły 4,2 miliarda dolarów, co stanowi jedyny dochodowy segment operacyjny; tymczasem przychody z działalności neocloud, wynajmującej pojemność centrów danych firmom AI, przewyższyły już przychody z działalności rakietowej, a w drugim kwartale wydatki związane z AI sięgnęły 15,8 miliarda dolarów.","category":"技巧观点","source":"The Verge：AI（RSS）","aggregationSource":"The Verge：AI（RSS）","pageTitle":"SpaceX już nie jest 'Space', lecz przede wszystkim 'X' - Aioga Wiadomości AI","description":"Pierwszy kwartalny raport finansowy SpaceX po wejściu na giełdę pokazuje, że pod względem przychodów firma działa głównie jako przedsiębiorstwo telekomunikacyjne i firma wynajmując...","url":"https://www.aioga.com/pl/news/cmsgdg2y0025gro5qqc4h1jh2/","contentTranslated":true,"sourceHash":"6b50995aebcaf9b4","translatedAt":"2026-08-05T20:07:14.730Z"}}}}