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Google Discloses $94.1B in SpaceX Stock, Marking 6% Stake

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Article URL: https://www.wsj.com/tech/google-discloses-94-1-billion-in-spacex-stock-marking-6-stake-91655d7c

Comments URL: https://news.ycombinator.com/item?id=49057574

Points: 304

# Comments: 270

Hacker News 讨论

304 points · 271 comments · 查看原帖

  1. miohtama

    This investment has never been secret. Google (now under parent company Alphabet) invested roughly $900 million as the majority of a ~$1 billion funding round alongside Fidelity Investments. This gave Google an initial equity stake of about 7–7.5% in SpaceX at a valuation of roughly $10–12 billion.

  2. wenbin

    Alphabet is the modern day berkshire hathaway. Alphabet’s investment holdings (eg, spacex, anthropic..) are worth in the same order of magnitude of BRK’s (~$300B) The track record of google’s M&A is pretty good. Except for search and cloud, many of Google’s important products were from M&A - Maps, Docs, android, doubleclick, youtube , deep mind, etc.

  3. throwaw12

    100x return, I would sell immediately after this kind of gain, maybe that's why I am not a Google

  4. kristianp

    Google also has around a 14% stake in Anthropic (as at 2025 [1]) and they participated in the "G" funding round [2]. Amazon has a significant stake in them too. [1] https://www.nytimes.com/2025/03/11/technology/google-investm... , https://archive.md/f0BxC [2] https://www.anthropic.com/news/anthropic-raises-30-billion-s...

  5. grim_io

    6% is more than all of the issued IPO shares. They were 5%, right?

  6. SwellJoe

    It seems obvious that the deal Google signed to rent compute from xAI just before the IPO was specifically to goose the IPO, giving xAI nice looking growth. They could have paid a lot more for that deal and still made it all back on the IPO. I don't believe for a second Google needs the compute. They've got their own AI inference hardware, the biggest data centers in the world, and they don't make any of the most popular AI products. They're not desperate for compute.

  7. sportsracersss

    Makes you wonder about whether Google's deal to lease SpaceX's compute is about Google doing what's best for Google, or about shoring up SpaceX's very bad bottom line. https://www.cnbc.com/2026/06/05/google-to-pay-spacex-920-mil...

  8. fco356pal

    One of the best corporate investments in recent history. >100x returns in 10 years