Startups
Anthropic is SpaceX’s biggest customer, bringing in a third of revenue
Anthropic has become SpaceX's largest customer, accounting for 34.5% of its third-quarter revenue.
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#Spacex
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Policy
Pentagon IG refuses to investigate Starlink/Starshield slowdown in Ukraine
The Pentagon's inspector general has declined to investigate reports of satellite connectivity slowdowns for the Ukrainian military.
Startups
The X ticker is free as Musk weighs a SpaceX-Tesla merger
Investors suggest Elon Musk could claim the 'X' stock ticker amid reports that SpaceX and Tesla are exploring a merger.
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SpaceX no longer needs NASA, and that's a problem for America's space agency
An analysis of how SpaceX's growth and efficiency have reduced its reliance on NASA, potentially creating challenges for the US space agency.
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Our world runs on satellites. What happens when we can’t launch more?
The piece discusses the critical role of satellites in the global economy and how SpaceX reduced the cost of reaching orbit.
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Falcon 9 ushered in the modern space economy – retiring it could leave the industry vulnerable
A space scientist warns that SpaceX's plan to retire the Falcon 9 rocket to focus on Starship development could harm the commercial space industry that Falcon 9 helped establish.
Enterprise
Elon Musk says Ukraine’s military violated Starlink’s terms of service
Elon Musk claims Ukraine's military violated Starlink's terms of service by using it for offensive drone strikes, though Ukrainian officials deny the allegations.
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Enterprise
Verizon CEO says SpaceX would need $500B to compete in US wireless
Verizon CEO estimates SpaceX would need $500B, 80,000 cell towers, and eight years to build a competitive US mobile network; Musk disputed the timeline.
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Musk accuses Ukraine of violating Starlink terms with deadly drone strikes
Elon Musk accused Ukraine of violating Starlink terms of service by using it for drone strikes, prompting SpaceX to restrict Ukraine's satellite access at certain speeds.
Startups
SpaceX locks in $40B GPU financing deal with Apollo
SpaceX has secured a $40 billion committed financing deal to acquire AI chips and data center equipment, marking what the company calls the largest GPU financing arrangement ever.
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NASA Safety Panel Says a Starship Moon Landing Needs 22 Launches. Musk Has a Very Different Number
NASA's safety panel estimates SpaceX's Artemis Moon landing mission requires 22 orbital refueling launches, contradicting Elon Musk's expectations.
AI
Elon Musk says SpaceX has raised $40bn in debt to buy AI chips
SpaceX has secured $40 billion in debt financing to purchase graphics processing units for AI systems, Elon Musk announced.
Enterprise
SpaceX seeks 80,000 US cell sites for a mobile network, Bloomberg reports
SpaceX is seeking access to approximately 80,000 US cell sites to build out its planned mobile network infrastructure.
AI
Musk Says SpaceX Closed $40 Bn GPU Debt Deal, Warns Most Neoclouds Won’t Survive
Elon Musk announced SpaceX closed a $40 billion debt deal for GPUs and warned that over 200 neocloud providers may fail as credit markets tighten for AI infrastructure-dependent companies.
AI
Elon Musk says SpaceX raised $40 billion in debt for GPUs
Elon Musk confirms SpaceX raised $40 billion in debt to purchase Nvidia AI chips, following reports of ongoing funding talks.
Enterprise
Elon Musk predicts neocloud shakeout as credit for AI infrastructure dries up
Elon Musk reveals SpaceX secured $40 billion in debt financing for AI chips, predicting industry consolidation as neocloud startups face tighter funding conditions.
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Starlink seems to be working normally again in Ukraine
Starlink service in Ukraine has resumed normal operations after reports that Elon Musk ordered SpaceX to restrict access to the satellite internet service.
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Elon Musk’s dangerous grip on outer space
SpaceX throttled Starshield service to Ukrainian military terminals, disabling drone-interceptor systems and potentially contributing to casualties during Russian attacks.