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US Stock Market Movement: SpaceX Soars on October 2 Driven by Anthropic Partnership, AI Computing Power, and Satellite Launch

US Stock Market Movement: SpaceX Soars on October 2 Driven by Anthropic Partnership, AI Computing Power, and Satellite Launch

Bitget异动解读Bitget异动解读2026/10/02 13:45
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SpaceX October 2 Rally Interpretation

Keywords: Anthropic Agreement, AI Computing Power, Satellite Launch

1. On September 30, documents revealed that Anthropic plans to purchase up to $84.5 billion in computing power resources from SpaceX by 2029. The related infrastructure uses NVIDIA-supported configurations and includes a 90-day cancellation clause, reinforcing the commercialization prospects of SpaceX's computing power business.

2. On October 1, SpaceX’s “Transporter-18” rideshare mission completed the deployment of multiple satellites, including an AI chip prototype satellite developed through a collaboration between Google and Planet Labs; Google has already established communication with the satellite and begun in-orbit operation testing.

3. On October 2, SpaceX carried out the “Transporter-18” mission, launching 20 satellites for Planet Labs and 3 satellites manufactured at Spire Global’s US facilities, further demonstrating its high-frequency, large-scale commercial launch capability.

(Disclaimer: This content is generated by AI technology from publicly available information for reference only and does not constitute investment advice.)

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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