SpaceX to Launch NVL72 AI Rack Into Orbit by Late 2027
SpaceX plans to launch a 120-kilowatt Vera Rubin NVL72 rack into orbit by Q4 2027, with scale-up starting in 2028, though key cooling and radiation-shielding details remain undisclosed.
SpaceX News and Analysis
16 verified stories covering SpaceX, product updates and industry developments.
Reflection AI signs a $6.3B compute deal with SpaceX
The young open-source AI lab agreed to rent Nvidia GB300 capacity from SpaceX’s Colossus 2 data center, a deal that can run to 2029 and highlights compute as the scarcest asset.
SpaceX buys Cursor in $60B all-stock deal
The record acquisition turns a fast-growing AI coding tool into part of Musk's infrastructure-to-model AI strategy.
SpaceX moves to buy Cursor for $60B
Days after its IPO, SpaceX exercised an all-stock option to acquire Anysphere, the company behind Cursor.
AI IPO wave could push the S&P 500 yield below 1%
SpaceX, Anthropic and OpenAI would add trillions in zero-dividend market value, putting new pressure on an already record-low S&P 500 yield.
SpaceX jumps 19% on debut and clears a test for AI IPOs
The record listing valued the merged SpaceX-xAI story as a capital-intensive AI infrastructure bet, setting a reference point for Anthropic and OpenAI.
SpaceX gets fast-tracked by MSCI and FTSE, not the S&P 500
SpaceX gets fast-tracked by MSCI and FTSE, not the S&P 500.
SpaceX’s record IPO hides a Starlink-versus-xAI split
SpaceX’s record IPO hides a Starlink-versus-xAI split.
Musk Pitches SpaceX's AI1 Satellite as an Orbital Data Center
Days before SpaceX's planned listing, Elon Musk showed an AI1 satellite design that would move part of AI infrastructure into orbit.
SpaceX prices giant IPO at $135 a share
SpaceX fixed its IPO at $135 a share for a planned $75 billion raise, tying rockets, Starlink and xAI compute into one market story.
Anthropic to Pay SpaceX $45B Over Three Years for Compute
Anthropic will pay SpaceX $1.25 billion monthly for GPU compute from the Colossus cluster, totaling $45 billion over 36 months.
Google talks with SpaceX about putting TPUs in orbit
Google’s Project Suncatcher is reportedly moving from research toward launch talks with SpaceX as AI data centers run into power and siting constraints on Earth.
SpaceX Leases Colossus 1 to Anthropic
Anthropic is taking over SpaceX's Colossus 1 capacity in Memphis, giving Claude a 220,000-GPU boost while Musk's AI rivalries keep getting more complicated.
SpaceX IPO Filing Discloses xAI Regulatory Risks Over Grok Content
SpaceX's S-1 filing reveals that Grok, xAI's chatbot, faces regulatory probes in the EU and Americas over alleged non-consensual explicit content, including material involving minors, posing a material risk to the $1.75 trillion IPO.
Musk Merges SpaceX and xAI, Files for $1.75 Trillion IPO
Elon Musk combined SpaceX and xAI into a $1.25 trillion entity in February, then filed a confidential S-1 with the SEC on April 1 targeting a $1.75 trillion valuation, aiming to raise $40-80 billion in what would be the largest IPO in history.
SpaceX Reportedly Acquiring xAI for $250 Billion; Grok 4 Benchmarks Impress
Elon Musk’s xAI is at the center of two major stories: the release of Grok 4 with strong benchmark results, and reports that SpaceX is in talks to acquire the AI company for roughly $250 billion.