The Motley Fool
18 Jul 2026, 19:00 UTC · 4h ago
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SpaceX is reportedly discussing a multi-billion-dollar computing contract with the Department of Defense to run AI models in SpaceX data centers. — A multi-billion-dollar government contract provides a durable, high-switching-cost revenue stream that validates SpaceX's AI infrastructure investment.
+0.60SpaceX posted a net loss of approximately $4.9 billion for 2025, driven largely by xAI's $6.4 billion operating loss. — Significant operational losses and cash burn in the AI segment create a financial drag on the overall company's profitability.
-0.40SpaceX acquired xAI in early February, shifting its primary growth target toward a projected $26.5 trillion AI market opportunity. — Expanding the total addressable market from $2 trillion to $26.5 trillion significantly increases long-term upside potential if execution succeeds.
+0.30Which stocks this story touches
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Potential multi-billion dollar DOD contract for AI could offset heavy losses, though current valuation is cautioned.
Mentioned as a company that has already inked deals with SpaceX, implying a stable partnership.
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