Popular Tags Clear all
Aug 24, 2026
NVIDIA announced on August 24, 2026 that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate agentic AI workloads and expand Grok infrastructure on the Vera Rubin platform as it scales toward gigaw...
Aug 14, 2026
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 assum...
Brief: The Orbital Inference Containment Tax
Jul 28, 2026
The sharpest technical objection to SpaceX's orbital AI plan is not power or heat. It is that modern AI models are designed to run across hundreds of interconnected chips... so we model how a typical 72 GPU NVDA rack would perform as a node in comparison. Forcing a frontier model into one satellite forgoes up to 44% of achievable output. The penalty is real but not permanent, better software, slimmer models, and models designed to fit the satellite could reduce it to near parity over time.
Jul 17, 2026
The U.S. Space Force raised the ceiling of the National Security Space Launch Phase 3 Lane 1 contract from $5.6 billion to $17 billion in a notice. Seven approved providers compete for task orders ...
.png)
Jul 21, 2026
Tesla confirmed on July 20, 2026 that the Cybercab will carry built-in Starlink connectivity, with new infographics at its reopened Santana Row showroom labeling Starlink integration on the product...
Jul 19, 2026
SpaceXAI said on July 19, 2026 that it is now targeting Thursday, July 23 at the earliest for Starship's thirteenth flight test. The flight is set to carry Starlink V3 satellites for the first time...
Analysis
Premium
The Orbital Inference Containment Tax
Jul 15, 2026
The sharpest technical objection to SpaceX's orbital AI plan is not power or heat. It is that modern AI models are designed to run across hundreds of interconnected chips... so we model how a typical 72 GPU NVDA rack would perform as a node in comparison. Forcing a frontier model into one satellite forgoes up to 44% of achievable output. The penalty is real but not permanent, better software, slimmer models, and models designed to fit the satellite could reduce it to near parity over time.
Jul 08, 2026
Elon Musk posted on X on July 8, 2026 that SpaceXAI will make Grok 4.5 publicly available on July 9, citing "strong positive feedback from customers in our beta test program." Musk described the mo...
Jul 08, 2026
SpaceXAI has raised the price of Starlink Aviation hardware for business jets to $200,000, up from $145,000 last year, a roughly 38 percent increase. The monthly plans moved further: the Aviation R...
Jul 08, 2026
SpaceXAI has asked the FCC for authority to launch and operate up to 100,000 Gen3 Starlink satellites under application SAT-LOA-20260630-00264. The filing proposes two very low Earth orbit shells a...
Loading more items...