Cloud Computing

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Sunday Insights

As SpaceX and OpenAI Prepare for Public Debuts, What Recent IPO History Signals

By Julia Hornstein · May 24, 2026 8:00am PDT · 1 comment
Smart-ring maker Oura and crypto company Blockchain.com said last week they had filed paperwork to go public, adding to a growing number of companies, including OpenAI, that are making moves to list in the wake of SpaceX’s upcoming mega initial public offering. If recent history is any guide, the startups closely tied to AI will do well. For the... Smart-ring maker Oura and crypto company Blockchain.com said last week they had filed paperwork...
Art by Mike Sullivan
Artificial Intelligence

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in... Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...
SpaceX's new Starship V3 rocket docked on May 21 in South Padre Island, Texas. Ronaldo Schemidt/AFP/Getty.
The Briefing

Why SpaceX is Worth $700 Billion, Not $1.75 Trillion

By Martin Peers · May 21, 2026 5:01pm PDT · 9 comments
If SpaceX pulls off what is widely described in the news media as the “largest IPO in history” next month, it will be a testament to Elon Musk’s skills as a salesman. The company’s newly public IPO prospectus makes it plain that SpaceX is largely a telecom firm with a rocket launch business on the side, with future growth coming from a cloud... If SpaceX pulls off what is widely described in the news media as the “largest IPO in history”...
Photo via CoreWeave/Facebook
Exclusive

Cloud Computing Startup CoreWeave Prepares for 2025 IPO

By Cory Weinberg · May 29, 2024 10:38am PDT
Cloud computing startup CoreWeave, one of the biggest beneficiaries of the artificial intelligence boom, has been on a fundraising spree over the past year from some of the deepest pockets on Wall Street. Now it’s planning an initial public offering. The startup has started early preparations to go public by the first half of next... Cloud computing startup CoreWeave, one of the biggest beneficiaries of the artificial...