Big companies are not just 'Company' they are a lot of small teams doing their own things. They need to coordinate with other people for public announcements etc. and security team is probably also looking at it.
Your conspiracy theory needs some work.
I think you’re giving Musk too much credit.
SpaceX will be re-valued on Anthropic's, or OpenAI's success, he, and his people are smart enough to understand this.
When he was talking about neoclouds, he was talking about the smaller guys who are getting bullied by vendors (mainly Nvidia) to buy as much hardware as possible (more than they want to). They paid more, for more, and needed to take on more debt, to end up (currently anyways) being well below capacity.
Over the next few years, unless growth keeps up (and probably accelerates), they'll need to sell, or restructure.
The buildouts by Microsoft, Google, Meta, OpenAI, and Anthropic are currently safe. The neoclouds that they've signed contracts with, are safe, but based on reports, that's roughly 60% of current capacity (it varies by report, but they're all under 75%).
SpaceX obviously has multiple sources of income, not just data center rents
So really, there's no way to say what was compromised and where.
This could have been avoided by having extensions signed by company doing them with their own keys and have them reviewed