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SpaceX out-builds its own AI demand roughly two to one, turning the surplus into a leasing book that carries its AI and compute segment to $205B by 2030 in our base case ($74B to $317B). The result reads less as a landlord or a lab than as the hardware engine under enterprise AI.

The revenue trajectory

Jun 29, 2026

Nebex, a space fintech founded in late 2025 by former Axiom Space CEO Tejpaul Bhatia, disclosed a $30 million seed round on June 29, 2026, co-led by GV (Google Ventures) and Eniac Ventures, with pa...

Jun 29, 2026

SpaceX's $25 billion inaugural bond offering, which settled June 26, 2026, suffered unusually steep secondary-market losses in the days following pricing, with paper losses reported by traders as e...

Jun 29, 2026

Rocket Lab (Nasdaq: RKLB) announced on June 29, 2026 a definitive agreement to acquire Iridium Communications (Nasdaq: IRDM) at $54 per share in a cash-and-stock deal representing approximately $8....

Jun 27, 2026

Yahoo Finance published an analysis of SpaceX's (SPCX) post-IPO volatility and its mechanical entry as a stock into retirement accounts via index funds. Since listing, SPCX has traded between its J...

Jun 25, 2026

On June 25, 2026, Starlink announced that it would provide free satellite internet through July 25 to new and existing customers in Venezuela affected by the recent earthquakes, and that it was dep...
Analysis
Premium
SpaceX and xAI are building one of the largest compute fleets on the planet. We estimate about 1.3 million chips by mid-2029. This supply-side breakdown sizes the build, splits what gets kept from what can be leased, and shows the hyperscaler call is xAI's choice to make.

Jun 23, 2026

On June 23, 2026, SpaceX flew the first demo of Starfall, an uncrewed, disk-shaped capsule that can return about 1,000 kg of payload from orbit. The combination of Starship and Starfall will dramat...

Jun 23, 2026

SpaceX held approximately $100.8 billion in cash and cash equivalents as of June 19, 2026, up from $15.9 billion at the end of Q1 2026, per its IPO prospectus and subsequent filing. The jump came a...

Jun 23, 2026

A Federal Trade Commission premerger filing names Elon Musk as the acquiring party for the assets of APR Energy, a Jacksonville mobile power generation company, per the Jacksonville Daily Record, w...
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