2025-12-11
Wall Street Journal
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Sources: Blue Origin has worked for over a year on tech for orbital AI data centers; SpaceX plans to use upgraded Starlink satellites for AI computing payloads
And Elon Siladitya Ray / Forbes : Musk Signals Reports Of SpaceX Planning An IPO Next Year Are ‘Accurate’ Andrew Nusca / Fortune : What OpenAI's ‘code red’ will accomplish Tyler Durden / ZeroHedge New...
2025-11-25
Wall Street Journal
How Meta's financing structure for its $27B Louisiana data center, which helps it keep debt off its books, hinges on some convenient accounting assumptions
“... a marvel of financial engineering: Meta Platforms is building a $27 billion data center in Louisiana, financed with debt, and neither the data center nor the debt will be on its own balance sheet...
2025-10-20
Wall Street Journal
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OpenAI's Broadcom deal shows how the AI startup is diversifying its chip suppliers, including Nvidia chips for training and Broadcom chips for inference
How about... everybody? — OpenAI alone has proposed a total of 26 gigawatts of new AI infrastructure *in just the next 4 years*. Total cost: Around a *trillion* dollars. — (gift link) — www.wsj...
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