Louisiana watcher @thelacoast reported early on September 29 that a large permit application was filed for SpaceX's planned Starbase site at Pecan Island: a 15.5-mile heavy-haul road, a 133-acre Gulf wharf and laydown yard, and 5.2 million cubic yards of canal dredging. It is unconfirmed by SpaceX or a permitting agency.

Spaceflight Now reported on September 29 that the FAA released a draft environmental assessment for Blue Origin's request to raise New Glenn's licensed cadence at Launch Complex 36A from 12 to 50 launches per year. Comments are due October 30; a virtual public meeting is set for October 22.

Reuters reported on September 29, citing Anthropic's confidential IPO prospectus, that the company disclosed agreements with xAI, now part of SpaceX, worth up to $84.5 billion for Nvidia-based compute through 2029, largely cancelable on 90 days' notice. The prospectus is not public; Anthropic did not immediately comment.

NASA added Blue Origin's New Glenn 9x4 to its Launch Services II contract through the annual on-ramp on September 29, making both New Glenn configurations eligible to compete for NASA science and exploration missions. Blue Origin cited an 8.7-meter fairing and more than 70 metric tons to LEO.

Starship lifted off from Starbase at 7:48 a.m. CT on September 28 and reached orbit for the first time, deploying all 26 Starlink V3 satellites. After a Raptor vacuum engine shut down early on ascent, SpaceX limited time on orbit and splashed the ship down on target in the northern Pacific; Super Heavy splashed down in the Gulf of America.

Reuters reported on September 28, citing an IPO prospectus it had seen, that Anthropic posted a $42 billion net loss in 2025, about $34 billion of it an accounting charge, on revenue that grew 12-fold to nearly $4.6 billion. The filing reportedly lists $518 billion in cloud and compute obligations, and an IPO could value Anthropic above $2 trillion.

Google announced on September 24 that Project Suncatcher's first orbital test, a prototype satellite built with Planet, will fly on SpaceX's Transporter-18 rideshare, reportedly set for October 1. Press reports say it carries four TPUs; a two-satellite laser-link test follows in 2027.

The Wall Street Journal reported on September 24 that Jeff Bezos has put about $30 billion into Blue Origin; outlets citing it say the company raised $10 billion at a roughly $140 billion valuation in its first outside round, including $2 billion from Bezos. Blue Origin has not confirmed; a July report said $130 billion pre-money.

Elon Musk said in a reply to @minchoi on September 24 that Colossus 1 has 150k H100, 50k H200 and 30k GB200 GPUs, and Colossus 2 has 110k GB200 and 440k GB300. Another 220k GB300 will be operational "next week" and another 220k in November, he said; SpaceXAI has not confirmed.