The real winner of SpaceX’s IPO: Mark Zuckerberg
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Mark Zuckerberg's Meta Platforms is under scrutiny for its aggressive AI capital spending, raising its 2026 capex guidance to $125-$145 billion. Meanwhile, SpaceX's recent S-1 filing reveals a lucrative Cloud Services Agreement with Anthropic, potentially offering a model for Meta to monetize excess compute capacity. If Meta adopts a similar strategy, it could generate significant revenue and enhance its market valuation, positioning itself competitively in the AI landscape.
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