Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs
Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs
Elon Musk is famous for his “move fast” management philosophy, which he demonstrated most starkly when he built new data centers …
Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade
Anthropic in the last year has scrambled to line up cloud computing deals with SpaceX, Google and others to meet the skyrocketing demand …
Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade
Anthropic in the last year has scrambled to line up cloud computing deals with SpaceX, Google and others to meet the skyrocketing demand …
Big Tech reported Q2 “other income” rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom
Analysts say large paper windfalls on investments in OpenAI, Anthropic and SpaceX have muddied the tech sector's earnings metricsForums:r/EconomicsForums:r/Economics:Big Tech profits get $160bn boost ...
Elon Musk says SpaceX is “doing in-house casting” for blades and vanes, which can accelerate natural gas turbines “coming online by up to 18 months”
Elon Musk says SpaceX is “doing in-house casting” for blades and vanes, which can accelerate natural gas turbines “coming online by up to 18 months”
Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed was impossible, by making highly complex components himself.
OpenAI says it plans to stop providing its models to Cursor from November 12, as “we cannot be confident that SpaceX will use our technology within our ToS”
Today, we notified SpaceX that we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026.
Job listings and other indicators: SpaceX is working on a Bastrop, TX foundry to build blades for large gas turbines, which could ease its AI power crunch
Clues are emerging that Elon Musk intends to bypass the power supply chain for AI data centers in a way others assumed was impossible …
OpenAI says it plans to stop providing its models to Cursor from November 12, as “we cannot be confident that SpaceX will use our technology within our ToS”
Today, we notified SpaceX that we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026.