Jul 09, 2026Twila Rosenbaum
SpaceXAI is the newly unified company from Elon Musk, merging xAI and SpaceX to focus on AI infrastructure. The company plans to deploy AI compute satellites and build data centers in space, powered by solar energy. With a massive investment in supercomputing and vertical integration, SpaceXAI aims to challenge established AI providers. However, experts caution that the orbital AI concept remains unproven and timelines may be ambitious.
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Jun 23, 2026Twila Rosenbaum
SpaceX stock SPCX fell 16% on Monday, extending a three-day selloff. Cathie Wood's ARK Invest bought over 210,000 shares, seeing a buying opportunity. Peter Schiff mocked Elon Musk's paper loss of $150 billion, calling it larger than Warren Buffett's entire net worth. Analysts question the stock's valuation after its volatile post-IPO trading.
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May 28, 2026Twila Rosenbaum
SpaceX, the commercial rocket company founded by Elon Musk, is preparing for its initial public offering, expected to be the largest in history. The IPO could raise $75 billion at a valuation of $1.75 trillion, with shares listing on the Nasdaq as early as June 12. Key highlights include the successful Starship test flight, the company's interplanetary ambitions, and discussions of a potential merger with Tesla.
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May 27, 2026Twila Rosenbaum
New SpaceX IPO filings show xAI agreeing to supply Anthropic with massive AI compute capacity, marking a shift where infrastructure becomes a monetizable asset independent of model development. Analysts see this as the start of a fluid compute-sharing market, offering enterprises more sourcing options beyond hyperscalers. The deal places public value on frontier-scale GPU clusters, providing rare transparency into AI infrastructure economics.
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May 18, 2026Twila Rosenbaum
Google is reportedly in discussions with SpaceX to launch rockets that would carry AI data centers into orbit. This follows Elon Musk’s earlier vision of space-based computing to solve terrestrial energy and cooling constraints. The partnership could also support SpaceX’s upcoming IPO.
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