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SpaceX closed the $60.0B Cursor acquisition on August 14, issuing 389.3 million Class A shares, and three days later the first post-IPO 13F filings showed who owns the stock: Alphabet, Fidelity, Gigafund, Saudi PIF, and Nvidia, whose position was worth $17.2 billion at the August 14 close, with Harvard disclosing 12.9 million shares and 23 managers holding more than 80% of reported stock. On the hardware side, Ship 40 reached Christmas Island intact after roughly 24 days under tow, a 52-meter upper stage recovered whole from the Indian Ocean and headed back to Starbase for inspection.
Dive deeper into launch economics in our latest analysis: "Cheap Launch Unlocks Markets But Arrives For SpaceX First". We priced twenty-one uses of a launch vehicle with one identity, then dated when the ride gets cheap enough for each. The full analysis is exclusive to Mach33 Premium Research members, and the model exclusive to Mach33 Pro Research members, but the introduction and executive summary with the key takeaways are free to read.
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| Latest Analysis |
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| Aug 19, 2026 |
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Lower Launch Costs Expand Markets; SpaceX Captures the Initial Economics
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SpaceXLaunch
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An analysis of how declining launch and return costs could reshape the economics and development timelines of emerging space markets
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Model
Premium
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Launch Unlock Model
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Attached model detailing the prerequisites for technologies to be deployed into orbit
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Read More →
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| Aug 15, 2026 |
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Dashboard AI Compute Keystone
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AI Chipsai1 satelliteOrbital Data Centers
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A live model of the Western AI compute market, 2026–2040. Silicon, power, and datacenters (including orbit). Not the software on top. Three dials, 2,197 pre-solved worlds, 5,000 futures. You see the fleet, tightness, the dollar market, and the year orbit undercuts the ground.
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| Aug 13, 2026 |
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Brief: AI Compute Grows 180× While Prices Fall 96%
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Compute Demand
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An interactive brief on the AI compute market from 2026–2040: use grows 180× while the price of a fixed unit of compute falls 96%, so annual infrastructure revenue rises to about $3.2T. It explores market pressure, orbital vs terrestrial cost routes, demand response, and why demand assumptions drive most of the outcome range.
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| Industry News |
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After approximately 24 days at sea, SpaceX guided Ship 40 to waters off Christmas Island. Engineers will inspect the intact 52-meter upper stage in calmer conditions before attempting to return it to Starbase.
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The first post-IPO 13F filings identify Alphabet, Fidelity, Gigafund, Saudi PIF and Nvidia as leading reported managers, while Harvard disclosed 12.9 million shares. At SpaceX’s $140 August 14 close, Nvidia’s position was worth $17.2 billion and Harvard’s was worth $1.8 billion; 23 managers accounted for more than 80% of reported shares. The filings reflect holdings as of June 30 and aggregate shares across managed funds and accounts.
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SpaceX completed the Cursor acquisition on August 14, issuing 389.3 million Class A shares against a $60.0 billion implied equity value. The company also converted 1.8 million vested RSUs and assumed 29.1 million unvested RSUs and 44.4 million stock options.
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| Mach33 |
| The Space Finance Group |
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