SpaceX became a primary focus for influencers on X during mid-May 2026 after the company filed for an initial public offering (IPO). The filing reveals a targeted valuation of approximately $2 trillion and highlights a strategy to combine orbital transportation with massive AI computing infrastructure. This strategic shift caught the attention of influencers as it redefines the firm as a sovereign-scale digital infrastructure giant, with many viewing the projected total addressable market of $28.5 trillion and the $15 billion annual Anthropic contract as a transformative move into high-scale AI compute services, says GlobalData, a leading intelligence and productivity platform.
Shreyasee Majumder, Social Media Analyst at GlobalData, comments: “Influencers are closely examining the SpaceX’s financial results, which indicate that profitable satellite services are being used to support the high costs of expanding a massive computing network. While many of them are optimistic about the company’s unique competitive advantages and the potential for large future gains, others raise concerns about substantial net losses and the concentrated voting power held by its leadership.”
Below are a few popular influencer opinions captured by GlobalData’s Social Media Analytics Platform:
“SpaceX just filed for a Nasdaq IPO under SPCX that could turn Elon Musk’s SpaceX stake into the first $1T personal fortune. Major underwriters include Goldman Sachs (lead), Morgan Stanley, Bank of America, Citigroup, and J.P. Morgan, among others. The IPO is widely expected to be one of the largest in history. The bet is not only rockets, because SpaceX now looks like a combined launch company, Starlink internet network, and AI infrastructure firm…”
“Well, the SpaceX S-1 is out…Anthropic’s previously announced deal to rent compute from SpaceX is worth $1.25B a month, per disclosures. That means Anthropic will pay SpaceX $15B a year until 2029. SpaceX says it has plans to strike similar deals in the future.”
“THE IPO OF THE CENTURY SpaceX official S-1 prospectus a historic milestone. Targeting a potential listing under ticker SPCX, the company now encompassing Starlink, Starship, and integrated AI capabilities via the xAI merger stands at the forefront of the space economy, global connectivity, and artificial intelligence infrastructure. With robust financials, market leadership, and an audacious vision, SpaceX positions itself as one of the most compelling growth stories in public markets….”
“A crazy tax idea for Elon Musk. He could become the biggest OZ investor in history. The IPO is the trigger. SpaceX goes public June 12 under the ticker SPCX and the valuation might go to $2 trillion. The largest IPO ever. Insider lockup runs 180 days. It expires around December 15. The day it ends, insiders can sell. Every share sold throws off a capital gain. For Elon, holding billions in SpaceX paper, the gain is staggering….”
“A review of SpaceX’s IPO filings confirms my assessment that, from a financial standpoint, the best decision is not to invest in $SPCX at the time of the IPO, but rather to wait for the opportunities that will undoubtedly arise over the years. This does not mean that SpaceX stock cannot appreciate in value; however, it does mean that, in my opinion, it does not currently represent a good deal, as the company will require many years to grow into its current valuation…”
