NextBigFuture.com

Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The ... Read more

Miami Beach, FL, USA, 2nd June 2026, CyberNewswire

Rome, Italy, 1st June 2026, CyberNewswire

%he Trump administration has most pegged the near term price tag for Golden Dome's objective architecture at approximately $185 billion. 60% of this will be in space for about 1200 satellites and then scaling to 7500 interceptors and then replacements every five years. Last year, President Trump put forward a $175 billion figure, which he ... Read more

The AI-Driven Valuation Explosion will go beyond Nvidia $5 Trillion. In May 2026, we have multiple companies valued at $3-6 trillion. We will have $10 trillion companies by the end of 2026 and $50 trillion companies by 2028. NVIDIA (~$5.2T), Alphabet (~$4.6T), Apple (~$4.5T), and Microsoft (~$3.3T), with Amazon close behind at ~$2.9T. This is ... Read more

Theo is an AI practitioner. He and his team use the AI to code for their own startup. He personally uses over $500/month of API compute and members of his team use $2000/month. He indicates the shift for Anthropic was Claude 4.5 becoming really useful. The pricing then shifted and they bumped everyone up by ... Read more

How much of a gamechanger is the Anthropic deal with SpaceX? What is the income statement impact ? What is likely to happen for the SpaceX IPO pricing and trading on the day and for the rest of the year. As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and ... Read more

Anthropic is likely at 75-90% profit margin most of the time on user subscriptions. Most users are likely in the 10-50% usage levels and some don't use it all just like stored balance credit cards. This means that AI data center operators at 60-80% profit margin or chip and memory makers in the same range ... Read more

Anthropic has introduced Claude Opus 4.8. It builds on Opus 4.7 with improvements across benchmarks, and is a more effective collaborator. It's available today for the same price. Opus 4.8 launches alongside several new features. Users on claude.ai now have control over the amount of effort Claude puts into a task. Claude Code has a ... Read more

New York, USA, 28th May 2026, CyberNewswire

Elon is saying SpaceX built its own super-optimized AI training software from scratch in the C programming language. It is 10 times faster than Google JAX framework. It's designed to run on a massive cluster of 220,000 cutting-edge NVIDIA GB300 GPUs connected by ultra-fast 800G networks. They use pipeline parallelism and get as close to ... Read more

Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5-10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ ... Read more

Elon Musk and SpaceX Have the High Ground. How much will that matter? SpaceX already has almost all of the satellites and launches. He will is making the satellites and the rockets ten to 100 times better in the year or two. Are the bears right when they say that SpaceX will only be a ... Read more

Frankfurt am Main, Germany, 27th May 2026, CyberNewswire

In order to understand the addressable market case for many of the AI and space markets you must understand replatforming. Replatforming is when a fundamentally better technology platform displaces or layers on top of the old infrastructure and business models. It wins because it offers lower costs, vastly better scalability, broader accessibility, and new capabilities ... Read more

SpaceX will be able to more than double its revenue every year from 2026-2028 and beyond. Most of the revenue and profits will come from AI. AI infrastructure at the data centers they build 4 times faster than competitors and at thousands of Tesla energy locations and then in space. This will enable more revenue ... Read more

XAI AI data center economics are even better when you can start a project and finish it in 12 months and get it rented and paid off while competitors are still building. An active AI Gigawatt of data center in the hand is worth $20 billion per year while an under construction Gigawatt data center ... Read more

XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by ... Read more

Torrance, United States / California, 19th May 2026, CyberNewswire

New York, United States, 19th May 2026, CyberNewswire

CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province - CATL's headquarters city - the expansion project will add 40 GWh of annual production capacity for sodium-ion ... Read more

The Helios platform is now available to customers through Quantinuum's cloud service and on-premises offering. It has 98 Physical Qubits and 50 logical qubits with very low error rates. Launched Nov 2025, Quantinuum trapped-ion, Helios system is in a fully entangled GHZ state. They are fully error-corrected logical qubits at a ~2:1 physical-to-logical encoding rate ... Read more

DUBAI, UAE, May 11th, 2026, TechnologyWire OTT Cybersecurity LLC, the company behind Lyrie.ai, today announced several milestones that together position the company as foundational security infrastructure for the agentic AI era: the deployment of a real-time zero-day tracking and disclosure system designed to notify affected organizations of active exploit activity; acceptance into Anthropic's Cyber Verification ... Read more

In May, 2025, Trump's Middle East tour (Saudi Arabia, Qatar, UAE) where he brought 40+ executives including tech/finance heavyweights like Nvidia's Jensen Huang, OpenAI's Sam Altman, Boeing, Amazon, Blackstone, resulted in major announcements for the big CEOs. May 2025 Middle East Deals were announced on-site or within days. Massive investment pledges into the U.S. - ... Read more

Quera show 580 and 1156 logical qubits with neutral atom quantum computer simulations. April 2026 breakthrough (with Harvard/MIT) they shiow high-rate codes achieving over 50% encoding rate. They are using about ~2 physical qubits per logical qubit or better in simulations, with logical error rates in the teraquop regime. (1,152 physical 580 logical; 2,304 ... Read more

The bear cases against Tesla are being defused and destroyed. Profit Margin Back Over 20% and Increasing. Car sales increasing in China and Europe. Car exports from China increasing. More margin from FSD. FSD TAM will double in Q3. 500,000+ quarterly car sales can finally happen. Robotaxi unsupervised making steady progress. Tesla Semi mass production ... Read more

SpaceX has its second attempt to conduct a Wet Dress Rehearsal (WDR) for the Flight 12 full stack vehicle (Booster 19 and Ship 39) today. The Wet dress rehearsal was good. Launch rehearsal complete. During a flight-like countdown, more than 5,000 metric tonnes (11+ million pounds) of propellant were loaded on the fully stacked Starship ... Read more

The US government has released some of the UFO files. Some really interesting ones are the three dots in a photo taken during Apollo 17. Apollo 12 lunar photos: Multiple images flagged as anomalous, including strangely shaped objects or lights captured on film during the mission. Users call these wild" and are posting close-ups. Yes. ... Read more

The economics of Tesla Semi versus Diesel Trucks. It is $40000 for two overnight chargers or $188000 for two chargers for 30 minute charging. Tesla has just introduced Semi Charging for Businesses. Pricing starts at $40,000 for 2 Basechargers or $188,000 for two Megachargers. Options: Megacharger Cabinet With Megacharger Post: Max DC output: Up ... Read more

Full duration and full thrust 33-engine static fire with Super Heavy V3. This means the updated deluge system is working properly. Most current launch trackers (Next Spaceflight, Spaceflight Now) now list NET May 15, 2026 (around 5:30 p.m. CDT window), with the May 12 date having slipped a bit as expected after recent prep. Full ... Read more

Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference ... Read more

Tesla now has at least 38 unsupervised robotaxi. Austin is up to 27 unsupervised, which is over half of the 53 robotaxi. The count from robotaxitracker is likely only 70% or less of the actual based upon how many Waymo vehicles have been confirmed out of 200 expected vehicles. Tesla FSD 14.3.2 is rolling out ... Read more

XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will ... Read more

There are three pipelines operating now to take oil around the Hormuz blockage. The East-West Crude Oil Pipeline (Petroline) in Saudi Arabia, and the UAE's ADCOP pipeline and the Iraq Kirkuk-Ceyhan (Turkey) Pipeline. The Iraq Turkey pipelin is at an initial ~250k bpd but could ramp over the next month or two to 400k-650k bpd. ... Read more

Cambridge, MA, 5th May 2026, CyberNewswire

Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 ... Read more

During a high-volume deluge test on the new Orbital Launch Pad 2 one of the methalox gas generators that supplies high-pressure nitrogen for the deluge system exploded. The explosion sent roof panels and debris flying. There was the target launch of May 12 for the 12th SpaceX Starship flight. This could be delayed by 1-2 ... Read more

Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments ... Read more