SpaceX hits $28B/yr GPU rental run rate, rivaling top neoclouds

[AINews] SpaceX is already a $28B/yr Neocloud

SpaceX signed its third GPU deal, leasing GB300s to Reflection AI at $150M/month. Combined with earlier Anthropic ($1.25B/month) and Google ($920M/month) contracts, Jamin Ball estimates SpaceX's GPU revenue at $2.32B/month, annualizing to ~$28B — roughly double CoreWeave's current revenue. Blackwell pricing exceeds $10/hour, which is on the high side. The post doesn't disclose total GPU capacity, utilization, or whether these deals are exclusive.

Why it matters: SpaceX's third major GPU deal lands, with annualized revenue hitting $28B — the numbers are concrete and the tenant breakdown is useful for anyone tracking the compute supply chain. Not scoring higher because this is a second-order financial analysis, not a first-party product...