---
title: "The real winner of SpaceX’s IPO: Mark Zuckerberg"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287131396.md"
description: "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."
datetime: "2026-05-20T23:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287131396.md)
  - [en](https://longbridge.com/en/news/287131396.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287131396.md)
---

# The real winner of SpaceX’s IPO: Mark Zuckerberg

Wall Street has spent the last six months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out a playb...

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