The company ticked off a few more boxes on the second Starship V3 flight, but appears to have had another issue relighting the booster's rocket engines.

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 […]

Read full article at https://wccftech.com/spacexai-hunts-multiple-texas-sites-for-ground-up-data-centers-doubling-down-on-ai-after-xai-absorption/

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, […]

Read full article at https://wccftech.com/spacexs-orbital-ai-compute-can-reach-6-5-per-watt-per-year-by-2031-which-is-cheaper-than-nvidia-blackwell-based-terrestrial-data-centers/

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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The company didn't immediately say what went wrong. SpaceX's stock plunged more than 4% in after-hours trading before paring losses.

The stock has steadily fallen from the euphoric post-IPO high, showing that markets may be sobering up to the promises CEO Elon Musk made before and after SpaceX went public.

Responding to Musk accusing him of being a scammer, Altman said, "homeboy you're the one sellling [sic] public market investors on short-term space datacenters."

This will be the first Starship test flight for SpaceX as a public company, testing the market's appetite for the company's "fly, fail, fix" approach to rocket development, which often ends in fireballs.

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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China's state-owned space company recovered its first orbital rocket booster after launch.

Should Anthropic trust Elon Musk to host its models? With about $40 billion in revenue at stake, Musk insists that the company can.

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? […]

Read full article at https://wccftech.com/spacex-can-unleash-a-brutal-bidding-war-upon-att-verizon-and-t-mobile-as-the-fcc-dangles-160-mhz-of-prized-c-band-spectrum/

SpaceX reportedly showed investors a "handset-like" AI device before going public. It could be another signal SpaceX wants to expand into wireless.

Meta is developing plans for a cloud infrastructure business, selling access to AI compute power and models. The move would pit it against the big cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure. 

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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Mesh came out of stealth in February with a $50 million Series A.

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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