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A comment on Google will pay SpaceX $920M per month for compute. Parent comment

Re:Google will pay SpaceX $920M per month for compute by nl on Saturday June 06, 2026 @10:23PM (#48431138)
It might pay you to look at the numbers.

Last quarter:

Goog: $109B revenue, $62B in profit.

NVIDIA: $81B revenue, $58B in profit.

NVIDIA is growing faster.

I agree about Telsa though.

[ Parent | on HN ]
Re:Google will pay SpaceX $920M per month for compute by markhahn on Sunday June 07, 2026 @01:23AM (#48432071)
how about this: there has been a fairly short-lived, one-time event that boosted NV's revenue and allowed them extraordinary margins. nothing like that is goosing Goog or AAPL.

yes, I'm claiming that the NV-AI hype bubble will pop (which almost everyone expects to one degree or other).

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Re:Google will pay SpaceX $920M per month for compute by nl on Sunday June 07, 2026 @01:45AM (#48432192)
In the long term all is dust.

NVIDIA has at least 2 years of solid revenue growth ahead of it.

Beyond that people are dreaming about doing predictions anyway.

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