The AI Mirage at SpaceX: Where Narrative Meets Reality SpaceX's recent S 1 filing has sent shockwaves through the tech and investment communities, with many hailing the company as a prime example of an AI first strategy poised to disrupt traditional industries.
However, a closer examination reveals a more nuanced picture. The cost of SpaceX's Colossus II clusters is a critical data point that didn't make it into the final filing: $2.
7 million per megawatt, roughly four times the industry benchmark. This means that even with the massive compute contract with Anthropic – worth $1.