Google to pay SpaceX $920M a month for compute capacity at xAI data centers • Hacker News Board

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#961

Post by omgwtfbyobbq » Mon, Jun 08, 2026, 3:53 PM UTC

mrhottakes wrote: post #958

maxlin wrote: post #818

Earlier quoted context omitted.

They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab. Tesla grows in large steps. Next big step is Robotaxis, which is well on its way. After that, robots, for which they have the best real-world AI platform for. You could say Tesla is a speculation stock as well when they had released the Roadster. Tesla shorters always lose.

> They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab. Which Tesla models sell more than the S and X?

Most/all of them. Even cybertruck sold more in 2025 (20k) versus S+X (30k combined), and that's after cybertruck sales were more or less cut in half.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#962

Post by BowBun » Mon, Jun 08, 2026, 4:44 PM UTC

layoric wrote: post #860

BowBun wrote: post #800

Earlier quoted context omitted.

Look at cloud spend - how many of your employers have measured the ROI of using cloud vs. self-hosting? At a certain point these things just become the cost of doing business I suppose.

Every single one minus Federal Gov. if you are in a leader position you absolutely should be assessing hosting options, trade offs, costs etc, and looking forward as things grow to make sure you aren’t just burning cash. Only my experience from Australia, the low interest environment could be different in the US, but I would expect this attitude to change if interest rates stay above 5%.

Of the 4 series A-B startups I've helped grow, none have measured and made decisions on cloud spend based on measurement. The only time this came up is when bills got too large and spend needed to be controlled. You're right that it may be a difference of environment (USA here)

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#963

Post by blonder » Mon, Jun 08, 2026, 5:24 PM UTC

throwaway2037 wrote: post #954

thelastgallon wrote: post #771

Earlier quoted context omitted.

2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!

I feel that the value of their supercharger network is overlooked. No one outside of China is even close to their global footprint. It would probably be a great business to spin out of Tesla if they pivot away from building cars. When I watch YouTubers talk about the trouble of getting their EVs charged, many complain that competitors are much worse on a variety of metrics. Time and time again, they favour Tesla. And…

That value is only growing as new supercharger builds are now compatible with almost all EVs in the US. Supercharge.info is a good 3rd party website for tracking superchargers, and is interesting to play around with filters to look at how the supercharger buildout has progressed.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#964

Post by thelastgallon » Mon, Jun 08, 2026, 6:05 PM UTC

throwaway2037 wrote: post #954

thelastgallon wrote: post #771

Earlier quoted context omitted.

2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!

I feel that the value of their supercharger network is overlooked. No one outside of China is even close to their global footprint. It would probably be a great business to spin out of Tesla if they pivot away from building cars. When I watch YouTubers talk about the trouble of getting their EVs charged, many complain that competitors are much worse on a variety of metrics. Time and time again, they favour Tesla. And…

The charging networks will be largely irrelevant in the long run. People go to gas stations because there is no supply of petrol to homes/offices. Electricity is available at every building, where people live and work. Cars are parked for 22+ hours a day, and eventually you can charge anywhere you park. No need to going to a special place just to charge cars.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#965

Post by gowld » Mon, Jun 08, 2026, 6:34 PM UTC

simondotau wrote: post #858

sroussey wrote: post #777

Earlier quoted context omitted.

The truly terrifying thing is that someone could short the Musk companies, and with one bullet can cause them to drop 50-90% right away (thanks to meme-ness). And they are valued so high that such a person could make billions overnight, maybe 10s of billions. Terrifying to be Must or anyone that shares a car or plane with him.

Add that to the litany of reasons why shorting should be illegal. There is some value to shorting, but it doesn't justify the consequences.

And also, longs? The war in Iran has actually killed thousands of people, for market-manipulation purposes.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#966

Post by gowld » Mon, Jun 08, 2026, 6:37 PM UTC

mystraline wrote: post #899

rootusrootus wrote: post #336

Earlier quoted context omitted.

TSLA has a forward PE of ~200x. That is probably the most logical comparison with SpaceX. Proof that the market can stay irrational for quite a long time. It fills me with a bit of dread about the future of the market. I am 10 years out from retirement, have a bit over 1M sitting in that market, and I wonder if it will implode in the meantime. I am fairly committed to the "invest like a dead man" (i.e. index funds, n…

We've been diversifying with physical metals. Stocks, bonds, etc are effectively NFTs of "you own a monkey image". That monkey image can go poof on a 'market correction' aka 95% of investors lose everything. With precious metals, you own the material. And silver, gold, platinum, palladium, rhodium and others have innate usage for a variety of industrial and jewelery uses. Their prices may change, but catalytics arent…

"Stocks, bonds, etc" are nearly the entirely of the real economy. 95% of the value of gold is "you own a monkey image". The value of gold for catalytics is tiny. If gold wasn't used as a reserve currency for the world economy, it would be extremely cheap for industrial and jewelery uses.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#967

Post by Timon3 » Mon, Jun 08, 2026, 9:00 PM UTC

gitaarik wrote: post #941

cherry_tree wrote: post #938

Earlier quoted context omitted.

Your replies are non-sequitors to the discussion in this thread. Statement “I use grok to consume current events” Response “grok is not a reliable source for information, especially current events or politics” Your response “but Gemini generated images that right wingers didn’t like” Ok? Are those images the news? Is that a way to consume current events? Do you think I’m a proponent of people using LLMs to digest cur…

You gave the argument that Grok isn't trustable because of their nazi fails. My argument was that you're maybe a bit biased, because similar issues have happened with other prominent companies. Both companies corrected themselves on the issues. I don't think your argument has much ground right now. Grok might be leaning into a certain direction, but you can say that about any AI or news station.

As someone stumbling across this thread: the idea that, in regards to bias, a real person might actually consider these two events in any way comparable is honestly leaving me stunned. I can't find the right words to describe how sickening it is to see Nazism being treated as just as banally acceptable as any other political direction.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#968

Post by tristanj » Mon, Jun 08, 2026, 11:52 PM UTC

mannanj wrote: post #930

tristanj wrote: post #746

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Your time is better spent reading up and understanding the definition of fraud, rather than typing up hypothetical stories of what you imagine fraud is. Fraud is: * an intentional misrepresentation of fact, whether by words or conduct, by false or misleading allegations, or by concealment of what should have been disclosed; * made by one person to another; * with knowledge of its falsity; * for the purpose of inducin…

hi I said this: >fraud is any intentional misrepresentation Did you not read my post? It looks to very inline with what you stated fraud is in your many definitions. Clearly I read the definition, I was aiming to simplify to make dialog possible. My definition still aligns with yours. And I still see it as fraud, and so would others. Seems you don't. and thats ok. To say I should read fraud as though I couldn't look…

No, your definition does not align with mine at all. All elements I listed must be present for it to constitute as fraud. You cherrypicked the first part of the definition and then ignored the rest. The legal requirement for fraud is far stricter than the one you came up with.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#969

Post by mmcwilliams » Tue, Jun 09, 2026, 12:38 AM UTC

elcritch wrote: post #931

mmcwilliams wrote: post #913

Earlier quoted context omitted.

You believe that GPS is hosted on servers in space?

Technically, yes. Obviously stretches the normal definition of a server, but it is a computer controlled system "serving" a mostly digital signal. https://www.baesystems.com/en-us/article/gps-iii-satellite-l...

What people are describing here is the colloquial definition of "server", being compute hosted in space. Not a broadcast signal that is interpreted on Earth.

Re: Google to pay SpaceX $920M a month for compute capacity at xAI data centers

#970

Post by zie » Tue, Jun 09, 2026, 12:52 AM UTC

throwaway2037 wrote: post #953

zie wrote: post #888

Earlier quoted context omitted.

While partially true, that "If you have better behavioral tolerance for volatility" is HUGE. Most people can not do this. Once they see their net worth go from $x to $x/2 or worse, they panic sell. People are emotional beings and it's very very hard to not let your emotions dictate what's going on. If you haven't lived through a market panic and crash(last one in the US was 2008/2009), then chances are you shouldn't…

> Bonds provide stable cash flow. Equities provide growth/return. Use both in the appropriate amounts for your situation. This is sound advice. I want to add some nuance about "bonds": Consider some broad categories: (1) regular gov't bonds, (2) inflation protected gov't bonds, (3) investment grade corporate bonds, and (4) high yield corporate bonds. In category (4), it is possible to get both cash flow and capital a…

Indeed. Category #4 "high yield corporate bonds" are also known as "Junk bonds" because they kind of suck at the stable cashflow part, since they tend to go to $0 sometimes, much like stocks.

Technically when bonds "go to $0", you actually get priority over any corporate assets vs stock ownership, but if the bond went to $0, there is likely not a lot of assets left either. So you can't expect to get saved completely from whatever asset sale happens.