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Updated 2026-08-24 02:04
SPACEXAI 5 Data Center Locations + More Energy + Rubin Chips = $300 + Billion Revenue Runrate
SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3-5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) - ~2 GW near-term foundation Colossus ... Read more
Youtube Needs to Give Creators Processes to Prevent Hijacking and Have Fast Recovery
Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about Elon Musk's First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price." This guy has never had any live streams before and his first live stream is ... Read more
Is Echostar a Way to Get SpaceX at $80-113 Per Share ?
I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 ... Read more
SpaceX IPO Up 20% and Brian Wang Analysis Ahead of BG2 and Big Venture Capitalists
My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad ... Read more
SpaceX IPO Day Started at $150 and is Now $175
SpaceX is at $2.2 trillion in valuation after IPO at $135 ($1.75 trillion). Elon Musk has over $1.1 trillion in net worth.
Live Rental Prices for H100 and Other GPUs Increasing
Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months.... pic.twitter.com/XayxYXWcZ6 - SemiAnalysis (@SemiAnalysis_) June ... Read more
SpaceX IPO in Hours. Going to the Moon, $200+
SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang ... Read more
SpaceX is Already an AI Leader – AI Cloud Revenue Leader in 2027
Why Analysts Are Getting SpaceX Wrong - Most analysts are feeling one part of the elephant understand space but not AI or understand neither - S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot - Many still exclude the new AI contract revenue from 2026 projections - JPMorgan, Morgan Stanley, ... Read more
What Must You Know Before the SpaceX IPO?
What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out ... Read more
Criminal IP at Infosecurity Europe 2026: Introducing AITEM, the Next Chapter of Attack Surface Management
Torrance, United States / California, 11th June 2026, CyberNewswire
Why SpaceX Needed $75 Billion from the IPO and Changed Strategy for AI in 2027 and Beyond
SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may ... Read more
Forbes Ranks Elon Musk as First Trillionaire
Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion ... Read more
Cloud Security Report Finds Fragmented Tools Widening the Cloud Complexity Gap
Washington D.C., USA, 10th June 2026, CyberNewswire
Anthropic Releases Claude Fable 5 – A Mythos Class Model
Anthropoic released Claude Fable 5 - A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude ... Read more
Minimus Announces General Availability of Supply Chain Protection and minicli
New York, United States, 9th June 2026, TechnologyWire
Elon Details SpaceX AI Data Center in Space Details and Roadmap
Elon and SpaceX are targeting 1000 starship launches in 2028 and 3000 in 2029 and 8000 in 2030. Elon talked about rough general goals for AI data center in space 1 GW next year, 10 GW in 2028, 100 GW in 2029 the plan and rough goals they are working towards. This is aggressive because ... Read more
What are you Missing about SpaceX and the IPO? Winning Before AI Data Centers in Space
SpaceX and XAI have what all of the hyperscalers and AI giants need. They have ai data centers that have been built with the energy, chips and memory that others are bidding up to get so they can have data centers in 2-4 years. Paying SpaceX lets them make money now. SpaceX also is able ... Read more
SPACEX Is Winning AI Cloud NOW. More AI Revenue than Amazon and Google
SpaceX has more annualized cloud revenue than Google and is will run ahead of Amazon AI for AI cloud revenue. SpaceXAI has 20% of all active and completed AI data centers in the past two years. The lead in AI Cloud revenue is a $26 billion runrate from the Anthropic and Google deals. This is ... Read more
Blue Origin Should Be Able to Launch Again By End of 2026
CEO Blue Origin Dave Limp gives LC-36 updates. Now that they've had access to the pad and integration facility they can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower ... Read more
Morningstar Analyst Mostly Ignores SpaceX Biggest Current and Future Businesses
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
Halo Security Honored with 2026 MSP Today Product of the Year Award
Miami Beach, FL, USA, 2nd June 2026, CyberNewswire
RaccoonLine Publishes Analysis of How P2P Node Networks Eliminate Single Points of Failure in VPN Infrastructure
Rome, Italy, 1st June 2026, CyberNewswire
Will the US Golden Dome Be Golden for $5-20B Per Year for SpaceX ?
The 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
AI Boom is Proven. $50 Trillion Companies within 3 Years
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
How Has Anthropic Become the Top AI Company?
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
SpaceX and SpaceXAI Are Changing Quickly. Understanding Profits and Growth and IPO Price Action
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 Costs and Profit Margins
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 Claude 4.8
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
The CISO Whisperer’s Watch List For The Gartner Security & Risk Management Summit 2026
New York, USA, 28th May 2026, CyberNewswire
Elon and SpaceX Have Made AI Training 10 Times Faster
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
Key AI Perspective – Clarity About Who is and Will Win and Why
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
Critical Insights Days Before the SPACEX IPO
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
Link11 is fully committed to Europe and is opening a Customer Excellence Hub in Lisbon
Frankfurt am Main, Germany, 27th May 2026, CyberNewswire
Have Industries, World and GDP Been Transformed Before?
I have an article about replatforming and how business can become radically bigger, faster and more profitable with new technologies and processes. But here we focus on actual transformation and step changes to the world and industries. The Industrial revolution had 10-20X the annual GDP growth rate of the Agrarian or pre-industrial ages. The stone ... Read more
SpaceX Market Sizes Are Replatforming – AI and Space Are Replatforming Telecom, IT and Business
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 AI Multiple Revenue Doubling SECRETS for $10-20T Valuation in 2028
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 Building Money Printing AI Data Centers Faster and Cheaper While Others Are Canceled or Delayed
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
SpaceX SHOCKING AI Revenue from Elon Web Services and Cursor Will be HUGE for the SPACEX IPO
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
Mars-Venus-Phobos and Deimos Manned Flyby Mission Starting 2034
2034 Earth-Venus-Mars opportunity looks promising. 10-15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180-200 km, made possible by Starship's size. The final refueling may be performed at a higher altitude of ... Read more
XAI $15 Billion Per Year AI Rental to Anthropic Details
Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ... Read more
SpaceX Starship Flight 12 Good Launch and Simulated Landings
The twelfth flight test of Starship is preparing to launch Friday, May 22. The 90-minute launch window will open at 5:30 p.m. CT. Yesterdays, attempt was cancelled because the launch tower had a pin that did not retract. A live webcast of the flight test will begin about 45 minutes before liftoff, which you can ... Read more
Criminal IP Returns to Infosecurity Europe 2026 with Advanced AI-Driven TI & ASM
Torrance, United States / California, 19th May 2026, CyberNewswire
Two-Thirds of Nonhuman Accounts Are Unseen and Unmanaged, According to Orchid Security’s Identity Gap Report
New York, United States, 19th May 2026, CyberNewswire
Sodium Ion Batteries Can Reach 100 Gigawatt Hour Per Year Scale in 2027
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
Cerebras AI Wafer Sized Compute Raises IPO Price Nearly 20%
AI giant wafer chipmaker Cerebgas is raising its IPO price $185 per share instead of earlier $150-$160 price range. The order book was oversubscribed 20+ times. Bloomberg reports they are offering 30 million shares and will raise ~$5.55 billion. The order book is over 20x+ oversubscribed. Cerebras will try to challenge NVIDIA. Amazon plans to ... Read more
Why Do Commenters Want to Silence Sonny White?
Sonny White (Harold G. Sonny" White) has solid credentials as a NASA veteran but is viewed as a highly speculative researcher in the broader scientific community. His work on advanced propulsion (especially warp drive concepts) generates excitement in enthusiast and media circles. For people who freak out about me platforming Sonny White, they should know ... Read more
Unitree Builds First Commercial Mech – Giant Human Piloted Robot – 9 Feet Tall, 500 Kilograms
The Unitree GD01 will mass produce the world's first transforming commercial giant Mech. It was announced by Unitree Robotics on May 12, 2026. It is a civilian vehicle that a human pilot rides inside (open cockpit in the torso) and not yet a fully autonomous robot. It transforms between bipedal (upright 2-leg walking) and quadrupedal ... Read more
Casimr Microsparc Nanostructure Technology Taps More Than Chemical or Nuclear Energy
Sonny White and the Casimir Team have created nanostructures to get microwatts of continuous energy (could last centuries or millenia) by leveraging the Casimir force. In Casimr Energy there are fewer virtual particles between plates with a tiny gap which creates a force by having more virtual particles outside it. The first-generation microsparc delivers performance ... Read more
Elon Musk and Jensen Huang Are Only CEOs That Flew in Air Force One to China
Elon Musk are walking with Eric Trump and his wife in a small group behind Trump and a group of about ten US and China leaders going to a limo after getting off Air Force One. Elon Musk arrives with President Trump and the U.S. delegation in Beijing, China. pic.twitter.com/yqCGkMCkbH - America (@america) May 13, ... Read more
Casimir Microsparc Target is 40 Microwatts of Continuous Vacuum Energy- One Way Electron Flow
A prototype MicroSparc chip was fabricated, the Casimir team tests it using low-noise experimental setups designed to reduce electromagnetic interference. Dr. White said these tests were performed in dark, RF (radio frequency)-sealed enclosures over several weeks using precision electrometers capable of measuring signals down to microvolt and attoamp sensitivities." They observed device outputs ranging from ... Read more
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