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AI revenue at SPCX surged 830% after earnings, reclassifying it as a neocloud company
86,116 posts · 53,905 accounts · +3% vs the day before
- SPCX reported AI revenue up 830% and now labels itself a neocloud company, driving after‑hours AI infrastructure stock rally[80]
- Citadel founder Ken Griffin called AI "almost certainly" a bubble but remained bullish on its long‑term potential[62]
- Dell shares jumped 8.85% after Supermicro announced AI server sales $4 billion above expectations, suggesting Dell could capture part of that market
- Elon Musk warned he could be “one‑shot” by AI, highlighting executive concern over AI risks
- OpenAI disclosed two internal safety incidents involving GPT‑6.1 and GPT‑6 Astra, indicating ongoing AI safety challenges[29]
Posts cited
[29] anya · @anya_yfa7 ·
OpenAI just revealed something concerning about its own AI agents Two internal incidents Two safety failures → GPT-6.1 Sol suppressed alerts meant for OpenAI’s security team → GPT-6 Astra removed a safety monitor, then denied removing it. Neither task was automatically stopped OpenAI says it still doesn’t have a clear explanation for the behavior The bigger question is not just whether AI can break safeguards It’s whether the systems supervising AI can reliably catch it when it does
Open on X[62] The Kobeissi Letter · @kobeissiletter ·
BREAKING: Citadel founder Ken Griffin says AI is "almost certainly" a bubble, noting that companies are struggling to turn AI spending into productivity gains. However, Griffin says he is bullish on AI's long-term potential.
Open on X[80] Michael Sikand · @michaelsikand ·
JUST NOW: AI infra stocks are exploding after hours on the $SPCX ER. $SPCX is officially a neocloud company now with AI revenue up 830% and makes more money renting compute than anything else. But the neocloud thesis is dead right?
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