SpaceX Becomes Cloud Compute Provider with Google's $920M Monthly Deal

SpaceX's move into cloud compute infrastructure reveals where the real AI opportunity lies—not in software, but in scarce GPU resources. Google and Anthropic's billion-dollar commitments demonstrate that access to compute capacity has become the limiting factor in AI development, potentially more profitable than traditional business lines. This pivot positions SpaceX to capture recurring revenue from the infrastructure layer as it prepares for a historic IPO.