The animosity between Elon Musk and Sam Altman is as convoluted as sordid, replete with a veritable smorgasbord of moves and countermoves that frequently spill out from the personal sphere and into the commercial one. Now, just a few hours after Altman's OpenAI announced the termination of its partnership with SpaceX's Cursor, while citing fears around the security of its proprietary technology, SpaceX has hit back with a diminutive take on the importance of OpenAI's models within the platform's ecosystem. SpaceX's Cursor remains unfazed by the termination of its partnership with OpenAI, with Elon Musk's behemoth enterprise taking pains to […]

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Contrary to Elon Musk's maximalist ambitions, the Bank of America believes that SpaceX's ongoing attempts to establish a viable pathway for offering direct-to-device (D2D) wireless services present a daunting challenge, marked by massive investments and years of infrastructure development, which paradoxically opens up a partnership avenue with T-Mobile and major cell tower operators. The Bank of America (BofA): SpaceX’s wireless ambitions could benefit T-Mobile, cell tower operators, and spectrum values BofA has just published a new note on SpaceX's D2D ambitions, noting the massive CapEx, vast spectrum requirements, and years of infrastructure development needed to realize those plans. As such, […]

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In what is a seminal step for China's fast-evolving space industry, LandSpace has just managed to successfully recover the booster of its Zhuque-3 (ZQ-3) rocket, becoming a viable counterpart to the state-backed CALT and its CZ-10B rocket. LandSpace's ZQ-3 rocket just became a viable counterpart to the state-backed CALT and its CZ-10B rocket China's space-related ambitions are growing by leaps and bounds. We reported recently that the Asian giant has now reserved over 200,000 orbital slots with the International Telecommunication Union (ITU), with some estimates pegging the total number at 244,000. Well, now China is apparently becoming serious about filling […]

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With nearly every facet of legacy coding tools under a concerted siege from AI agents, it was only a matter of time until AI labs turned their roving eyes towards Microsoft's GitHub and its fertile pickings. Well, SpaceX's Cursor has just launched the Origin, an AI-native repository for coding agents, taking a stab at Microsoft's GitHub-related moat. SpaceX's Cursor has designed Origin for agentic throughput, and equipped it with automated conflict resolution, stacked pull requests, and comprehensive metadata for agent-written code, overcoming many of GitHub's shortcomings Last week, SpaceX completed its $60 billion all-stock deal to acquire the AI startup […]

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Elon Musk's SpaceXAI was largely written off as a has-been AI enterprise a while back. And yet, it has proven its detractors egregiously wrong with the all-new Grok 4.6, an AI model that goes toe-to-toe with Anthropic's Fable 5 and OpenAI's GPT-5.6 Sol at a fraction of price. Grok 4.6 achieves a score of 61 on Artificial Analysis Intelligence Index, which is the same as GPT-5.6 Sol and just a point shy of Claude Fable 5 SpaceXAI's Grok 4.6 offers comparable performance to Anthropic's Claude Fable 5 and OpenAI's GPT-5.6 Sol when it comes to Artificial Analysis Intelligence Index. It […]

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T-Mobile's CEO has chosen to be dismissive of SpaceX's recent braggadocio, terming the threat posed by Elon Musk's cellular ambitions as "exaggerated" and lacking any particularly strong utility in solving consumer-centric problems. And yet, this seemingly cavalier attitude on the part of T-Mobile might belie its hidden fears. After all, SpaceX possesses a wide array of strategic assets, including well-endowed coffers, a vast constellation of satellites, and Elon Musk's relentless ambition serving as a potent driving force. T-Mobile is seemingly unfazed by SpaceX's plans to turn Starlink dishes into cellular base stations for urban cellular coverage As we detailed recently, […]

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Elon Musk was already aiming for an unprecedented degree of semiconductor-related vertical integration within the confines of the uber-ambitious Terafab joint project between Tesla and SpaceX. Even so, the mega-billionaire has just dialed up his ambitions by a significant notch by also throwing in memory-related ambitions into this proverbial silicon cauldron. Tesla has just posted a job opening for a Memory Process Integration Engineer for Terafab to handle the "integration of unit processes for DRAM and emerging memory technologies" For the benefit of those who might not be aware, Terafab is an ambitious semiconductor-focused joint venture between Tesla and SpaceX […]

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Elon Musk was in his prime ahead of SpaceX's first earnings call as a public company, warning detractors of complete annihilation before the call, while throwing out trillion-dollar buzzwords with alacrity during the call itself. Elon Musk takes pains to note that SpaceX's revenue - not ARR - will hit $1 trillion by 2030, while identifying the 200 percent annual increase in memory demand as the primary growth barrier SpaceX has now disclosed its earnings for the second quarter of 2026, reporting revenue of $7.8 billion against a consensus estimate of $6.93 billion, with Starlink contributing $4.3 billion and SpaceXAI […]

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SpaceX's Founder & CEO, Elon Musk, has said that the company has committed to using NVIDIA GPUs exclusively. SpaceX Will Leverage NVIDIA GPUs "Exclusively," With Elon Saying That They're "The Best" On The Market Well, it looks like SpaceX has decided to use NVIDIA's GPUs exclusively to power its AI needs. In its latest earnings call, Elon Musk confirmed that NVIDIA's latest Vera Rubin platform will be used at SpaceX data centers for AI workloads, with deployments spanning across the globe and also in space. The NVIDIA Vera Rubin NVL72 rack, codenamed Kyber, will be the one powering SpaceX's AI […]

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It appears Tesla - and possibly SpaceXAI - have been able to procure memory chips from Micron at a bargain, which is quite a feat in and of itself, especially given the current memory-related pricing dynamics, where even titans such as Apple have been forced to cry out in pain, figuratively speaking. Elon Musk says during Tesla's earnings call: "I'd like to thank Micron $MU for their memory allocation for reasonable prices, considering memory prices right now" For the benefit of those who might not be aware, Tesla delivered a somewhat morose earnings report today, missing consensus expectations on its […]

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SpaceX is preparing to build a large-scale data center to diversify its computing capacity, says a report from The Information. As part of its IPO, the launch services provider marketed itself as a data center company with the capability to build computational facilities in space. The firm has also shared plans for its 'AI satellite' called the AI1. The spacecraft is capable of delivering 150 kilowatts in peak compute payload, and it will be manufactured at the recently announced Gigasat facility in Texas. SpaceX Reportedly Looking To Expand Terrestrial Compute As It Prepares For Space-Based AI Computing Infrastructure While SpaceX […]

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SpaceX's planned constellation of AI satellites can gain unassailable economies of scale by 2031, becoming cheaper than some current terrestrial data centers, as per fresh numbers crunched by Morgan Stanley. According to Morgan Stanley, SpaceX's compute cost in orbit can fall down to $6.5 per watt per year by 2031 vs. $6.8 per watt per year all-in costs for NVIDIA Blackwell GPU-based terrestrial data centers As we detailed recently, SpaceX has now unveiled its first dedicated satellite design for AI compute. Dubbed the AI1 satellite, it can support up to 150kW of peak compute payload, replete with liquid radiators, meteoride shielding, […]

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SpaceX has just given Foxconn a major order for NVIDIA GB300 AI server racks, significantly upping its training- and inference-related compute footprint. Foxconn has now added SpaceX to its growing roster of hyperscaler deals According to a report by a Taiwan-based publication, SpaceX has just awarded Foxconn a part in a new $52 billion order for around 13,000 racks of NVIDIA GB300 AI servers, with shipments expected to begin in Q4 2026 and continuing until Q1 2027, with each rack costing around $4 million. Also, the order spans 936,000 NVIDIA GPUs. Do note that it is not yet clear if […]

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Elon Musk was never the gracious sort to let an opportunity to take a jab against his fiercest opponent pass him by. And now that Apple has lobbed a figurative thermonuclear warhead on OpenAI in the form of a damning lawsuit, Musk is using the ensuing social media buzz to land a few choice punches on his nemesis number one, OpenAI's Sam Altman. Elon Musk now believes SpaceX will start deploying AI1 satellites by next year, but wonders if Sam Altman would be able to see the launch, strongly implying that OpenAI's CEO would be in jail by then While […]

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SpaceX is now putting its cash-rich coffers to good use by significantly ramping up the planned launch cadence for its Gen3 (alternatively called the V3) constellation of satellites, as evidenced by a recent FCC filing that seeks authorization for launching as many as 100,000 satellites. SpaceX now wants to place 100,000 Gen3 satellites in very-low Earth orbit shells, with each satellite weighing as much as 2,000 kg For the benefit of those who might not be aware, SpaceX's Gen2 Starlink satellites currently offer a higher capacity and lower latency vs. their Gen1 counterparts, while allowing for: Also, SpaceX recently unveiled […]

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That SpaceX retains vast cellular ambitions is no longer a secret. After all, the satellite giant has tried and failed to enter into a Mobile Virtual Network Operator (MVNO) agreement with the so-called Big Three - AT&T, Verizon, and T-Mobile - that could have allowed it to deploy direct-to-device (D2D) satellite-based connectivity services with ease. Yet, the FCC is now dangling 160 MHz of the prized upper C-band spectrum, which gives SpaceX the opportunity to further its D2D ambitions, while bidding up auction prices to limit the license uptake by AT&T, Verizon, and T-Mobile. What is the upper C-band spectrum? […]

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Even though Elon Musk has promptly denied such reports, his prompt negation seems to have only fanned the flames of speculation around a supposed consumer-facing AI device that SpaceX-owned xAI is reportedly preparing to take on OpenAI's rival gambit. While we already know that OpenAI is working on a number of consumer AI devices, SpaceX reportedly exhibited its own secretive device to a select group of investors ahead of its IPO last month, Elon Musk's speedy denial notwithstanding. SpaceX's secretive consumer AI device is reportedly powered by a Snapdragon SoC, uses a proprietary OS, and sports a sleek design Let's […]

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The idea that SpaceX might acquire one of the so-called 'Big Three' carriers in the US is getting fairly hackneyed, with a speculative report popping up seemingly on a weekly basis now. Even so, the latest research note from TD Cowen differs from the recent speculative commentary and lays out SpaceX's choices and the associated costs of acquiring T-Mobile in fairly stark terms. Why SpaceX desperately needs additional terrestrial spectrum SpaceX recently acquired around 65 MHz of nationwide, exclusive-use, contiguous spectrum for $19.6 billion, divided into three distinct bands: Here's the rub, however. Apart from the relatively limited AWS-3, the […]

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In a dramatic development that bodes well for its coffers, but not so for the competitiveness of its Grok AI model, SpaceX has just inked a $6.3 billion compute deal to start renting out Colossus 2 GPUs, raising question marks over its strategy to compete with the likes of OpenAI and Anthropic. SpaceX will collect $150 million per month from July onwards by renting out NVIDIA GB300 GPUs at its Colossus 2 data center to Reflection As of May 2026, SpaceX's Colossus 1 data center supported over 220,000 NVIDIA GPUs, divided between H100, H200, and around 30,000 units of the […]

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