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Google Cloud Partner SpaceX Targets $100B Run Rate Amid AI Compute Surge

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The Story

News Summary

  • Deutsche Bank analyzed SpaceX's path to a $100 billion annualized revenue run rate by December.
  • Key growth drivers include major AI compute contracts with Anthropic and Google, alongside the Cursor acquisition, though massive capital expenditure exceeding $200 billion and heavy debt financing remain primary risks.
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GOOGL price history

338.50 +6.53% over the displayed period

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