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Science & Research · 4 min read

SpaceX AI1 Orbital Data Center: Space-Based AI Compute Is Real — The Economics Aren't Yet

SpaceX is pricing its $1.75 trillion IPO tomorrow, and the AI1 orbital data center satellite in the filing is a real hardware program — but analysts say the power and thermal economics of running AI workloads from low Earth orbit remain unproven.

Jun 11

AI News · 3 min read

Google Signs Cloud Agreement with SpaceX for Access to 110,000-GPU NVIDIA Compute Capacity

Google has contracted with SpaceX for access to roughly 110,000 NVIDIA GPUs — one of the largest inter-company compute deals of 2026, signaling hyperscalers are willing to source external capacity amid supply constraints.

Jun 9

Business & Enterprise · 2 min read

Anthropic Is in Talks to Use Microsoft's Custom Maia 200 AI Chips

Anthropic is in preliminary talks to adopt Microsoft's custom Maia 200 AI chips, a move that would add a third major chip supplier to the AI lab's diversified compute stack — which already includes AWS, Google, and SpaceX.

May 23

Business & Enterprise · 3 min read

Anthropic Is Paying xAI $1.25 Billion Per Month for Supercomputer Access

Anthropic is paying Elon Musk's xAI $1.25 billion per month for access to the Colossus supercomputer in Memphis — a $45 billion, three-year compute commitment revealed in SpaceX's S-1 SEC filing.

May 22

Business & Enterprise · 3 min read

SpaceX S-1 Reframes Company as AI Infrastructure Giant Targeting $1.8 Trillion Valuation

SpaceX's IPO filing positions the company as a vertically integrated AI infrastructure platform — not a rocket company — with a $1.25 billion-per-month Anthropic compute deal and a $1.8 trillion valuation target that would set a new IPO record.

May 22

Energy & Climate · 3 min read

Google and SpaceX in Talks to Launch AI Data Centers Into Orbit

Google is in active negotiations with SpaceX to put AI compute infrastructure into orbit — a move that could reshape who controls the physical layer of AI.

May 14