Browsing Tag
Elon Musk
96 posts
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
SpaceX (SPCX) targets $1.75tn in record IPO, but Morningstar pegs fair value at $780bn
SpaceX set a fixed $135/share for a record $75B IPO at a $1.75T valuation, but Morningstar pegs fair value at $780B. ARK says $2.5T by 2030. The valuation gap is huge.
SpaceX reportedly trims IPO valuation target to $1.8tn as Musk disputes the figure
Bloomberg says SpaceX cut its IPO target to $1.8T while raising up to $75B, but Musk calls it false. Inside the financials behind the largest listing in history.
Did Blue Origin’s fireball just widen SpaceX’s lead in the commercial launch race?
Blue Origin’s New Glenn fireball raises launch reliability questions just as satellite demand grows. Read why the setback matters.
Why OpenAI’s growing legal bench signals the next phase of AI power politics
OpenAI’s Big Law buildout shows AI’s next battle is legal, financial and regulatory. See why lawsuits may shape the sector’s future.
Can SpaceX’s IPO turn Elon Musk’s rocket company into Wall Street’s next AI infrastructure giant?
SpaceX’s IPO filing reveals huge AI spending, losses and Musk control. Find out why Wall Street may value it beyond rockets.
Elon Musk just lost his OpenAI fight, but the courtroom fallout may only be beginning
Elon Musk lost his OpenAI lawsuit, clearing a major hurdle for the AI company. Find out what the verdict means for AI governance.
SpaceX Starship Flight 12 hits key goals as IPO scrutiny intensifies
SpaceX’s Starship V3 test hit key targets before its record IPO plan. Read how the flight changes investor sentiment and launch economics.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
SpaceX IPO filing turns Elon Musk’s Mars vision into Wall Street’s biggest capital test
Find out how SpaceX’s IPO filing turns Starlink, AI infrastructure and Musk’s Mars ambitions into a Wall Street test today!