SpaceX
22 articles on this topic, newest first.
Nov 2026 8 stories
Musk Says He'd Cancel Government Contracts. Washington Still Holds Leverage
After Democrats won both chambers in the midterms, Musk floated cancelling SpaceX's federal contracts. The share of revenue matters less than bargaining power and the regulatory risk that remains.
Democrats Won Congress. That Doesn't Settle Tesla's Future
Tesla and SpaceX fell more than 4% in premarket trading after Democrats took both chambers. A six-year Tesla holder asks what politics can and cannot decide.
Is Space Cooler for AI? Why Musk Wants Data Centers in Orbit
The next limit on AI may be power and cooling, not GPUs. Elon Musk is looking to Earth orbit for an answer, but the test is cost per hour of compute.
Tesla-SpaceX Merger: The Exchange Ratio Matters More Than the $3.5 Trillion Headline
Merger talks between Musk's two companies are now formal. For Tesla shareholders, the key question is the price: how many SpaceX shares each Tesla share becomes, which shapes returns, ownership and voting power.
Why SpaceX Wants to Move Data Centers Into Orbit
Power is hard to find on Earth, and computers are hard to lift into space. Elon Musk is betting that cheaper Starship launches can flip that equation.
SpaceX Revenue Up 14x in Two Years? What Investors Should Watch Instead
Sequoia Capital's Shaun Maguire sees SpaceX becoming a major AI compute company. The $731 billion figure matters less than how the business earns money, and what it costs to get there.
Google Sent an AI Chip to Orbit. Is the Next Data Center Address Off Earth?
A Google TPU in orbit wrote a poem and beamed it home. The small test points to a bigger shift: the AI race is moving from chip performance to power and location.
SpaceX Forecast at About $730 Billion in 2028 Revenue: The Bigger Opportunity Musk Sees
Sequoia Capital made a bold forecast, and Elon Musk replied, "I think we can do better." The future SpaceX is looking at is far bigger than the rocket launch business. The plan is to link satellite communications, AI data centers and orbital computing into one giant business.
Oct 2026 11 stories
Why Musk wants to give 72 million US children a share of SpaceX
Elon Musk says he will gift one SpaceX share to every American child. The plan is not yet detailed, and the bigger driver of a child's wealth may be 18 years of steady saving.
Musk Sees the Next Phase of AI Infrastructure: Who Can Switch GPUs On, Fast
If neoclouds struggle under financial pressure, AI demand may not shrink. It may simply favor the few operators with the capital and execution to serve it, a shift that could matter for SpaceX and Tesla.
Why Is SpaceX Seeking Access to 80,000 US Cell Sites?
SpaceX is pairing its satellite network with low-band spectrum and ground towers to become a fourth national carrier. TD Cowen says a nationwide network could cost more than $80 billion.
The People Who Name the Waves: Why Investors Should Watch the Current Instead
Market commentary often explains what already happened, and watching prices too closely can wear investors down. What matters more may be the current under the surface.
Musk's Terafab: What a $119 Billion Chip Plant Is Really For
From Tesla's robots to SpaceX's orbital data centers, Musk wants to control chip production itself. The open question is whether he can make advanced chips at high yield.
SOXX Bounces Off 489 Low as SpaceX Results Lift AI Stocks After Hours
The Dow and small caps gained while the Nasdaq stood still. Chip dip-buying and SpaceX's surge in AI revenue offered hope, but high rates and heavy capital spending remain.
Tesla and SpaceX: What Shareholders Should Watch in Musk's Next Chapter
A Roadster demo, a proposed stock gift to children and a new proxy-voting program have fueled merger talk. No deal has been announced, and the exchange terms would matter more than any one price.
SpaceX Is Worth $2 Trillion. Three Bets Will Decide Whether It Gets Bigger
The company that dominates space now eyes ground-level wireless and AI data centers. The question is not whether the businesses can work. It is how much more value can be added to a company already above $2 trillion.
Musk Takes Aim at the Big Three Wireless Carriers: Starlink's Next Market Is the Smartphone
SpaceX has agreed to buy a nationwide 800MHz spectrum portfolio in a deal reportedly worth about $8 billion. Winning spectrum is one task. Building a profitable national network is another.
Why Nvidia Is Happy to Help Make AI Models Nearly Free
Falling model prices can squeeze model makers. For Nvidia, the number that matters is the total volume of tokens generated worldwide and the compute that produces them.
SpaceX Jumps 7.35%: Investors Are Pricing Three Cash Engines, Not Rockets
SpaceX shares rose 7.35% to $158.96 on Oct. 2 after three launches in 13 hours. The bigger driver is Falcon, Starlink and AI compute growing inside one company.
Sep 2026 3 stories
AI Data Centers in Space? The Real Test Launches This Week
On October 1, a SpaceX rocket carries a sub-50kg satellite with a Nvidia Orin NX chip and Google TPU test hardware into orbit. It is too early to call this a "space data center," but the signal is clear: the AI industry is rethinking where computing should physically sit.
Grok 4.7's Real Weapon Isn't Performance, It's Cost Per Finished Task
At $2 per million input tokens and $6 per million output tokens, SpaceXAI is pitching Grok 4.7 as an agent model for long coding and knowledge work. The number investors should watch is not the benchmark leaderboard but the total cost of finishing a job and how widely it gets adopted.
Musk's Real AI Strategy Isn't the Model, It's a Chips-to-Space Physical Stack
On the All-In Summit stage, Elon Musk and Gwynne Shotwell laid out AI peer review, Terafab, Starship, and orbital data centers as if they were separate topics. Strung together, they reveal Musk betting the AI race is decided less by who builds the smartest model and more by who can deploy intelligence at the lowest cost and largest scale.
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