SpaceX doubles revenue on Anthropic and Google compute deals, Starlink growth

SpaceX reported that revenue doubled from a year earlier in its first quarterly earnings release since going public in June. The article attributes the growth to compute deals with Anthropic and Google, alongside continued Starlink expansion.

The reported mix suggests infrastructure demand is becoming a bigger growth driver alongside satellite internet. If sustained, AI compute contracts could diversify revenue and reduce reliance on launch and connectivity cycles.