Today’s SpaceX earnings reveal a much bigger story than quarterly revenue. The company nearly doubled revenue to $7.8 billion, fueled by Starlink and explosive growth in AI related business. This marks a fundamental shift. SpaceX is evolving from a launch provider into a global infrastructure company spanning satellites, connectivity, AI compute, and space based networks. The AI race is no longer just about building better models. It’s becoming a race to own the infrastructure that powers them. That’s the signal worth watching. #AI #SpaceX #Starlink #MacroSift