Sources: SpaceX shifts its data center strategy to redesign existing facilities and prioritize power and cooling redundancy, potentially slowing new build-outs
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 …
At his first Cursor all-hands, Elon Musk says Grok needs to catch up, AI will become impossible for humans to control, Anthropic leads the AI race, and more
Earlier this month, on the day SpaceX announced it had completed its $60 billion acquisition of Cursor, Elon Musk called …
At his first Cursor all-hands, Musk said Grok needs to catch up, AI will become impossible for humans to control, Anthropic is leading the AI race, and more
Earlier this month, on the day SpaceX announced it had completed its $60 billion acquisition of Cursor, Elon Musk called …
Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run rate
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
SpaceXAI says it will remove 69 gas turbines used to power the Colossus data centers near Memphis by July 2027, as it moves to a 1.2 GW natural gas power plant
SpaceX said on Thursday that it will remove the unpermitted turbines powering its xAI data centers near Memphis as it transitions to a permanent …
Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions
The A.I. company's advisers are pushing its chief executive, Sam Altman, to move slowly after SpaceX's stock has been volatile …
Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions
The A.I. company's advisers are pushing its chief executive, Sam Altman, to move slowly after SpaceX's stock has been volatile …