Spacex

SpaceX is a privately owned aerospace company founded in 2002 by Elon Musk. SpaceX has successfully launched numerous missions for both private and government clients. The company's key executives include Elon Musk as CEO and Gwynne Shotwell as President and COO. Competitors in the industry include Boeing, United Launch Alliance, and Blue Origin.

Recent Articles about Spacex

Art by Clark Miller.

SpaceX IPO Details Put Musk’s AI Ambitions in Focus

By The Information Staff · Apr 30, 2026 1:30pm PDT

Elon Musk is pitching SpaceX investors on something much bigger—and riskier—than rockets and Starlink. SpaceX’s planned mid-June IPO is shaping up as a test of how eagerly public markets will fund Musk’s next grand bet: using Starlink’s fast-growing internet business to bankroll a costly push into AI infrastructure after SpaceX’s... Elon Musk is pitching SpaceX investors on something much bigger—and riskier—than...

Photo by Amy Osborne/Getty Images

Artificial Intelligence

Musk Battles OpenAI Lawyer Over Claims Co-Founders Stole a Charity

By Rocket Drew · Apr 29, 2026 8:01pm PDT

The AI era’s mega-trial delivered its first real drama, as an OpenAI lawyer sought to portray Elon Musk as resentful and double-dealing during a tense cross examination Wednesday. Bill Savitt, OpenAI’s outside counsel, and a veteran of legal combat with Musk, called into question Musk’s motivations for bringing the lawsuit and sought to... The AI era’s mega-trial delivered its first real drama, as an OpenAI lawyer sought to portray...

Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By Martin Peers · Apr 29, 2026 5:00pm PDT

It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...

Michael Nicolls, senior vice president for Starlink at SpaceX, during a keynote speech at MWC Barcelona 2026 in Barcelona, Spain, on Monday, March 2, 2026. Photo by Angel Garcia/Getty Images

SpaceX’s Starlink Revenue Per User Fell 18% As Customers Quadrupled

By Valida Pau and Theo Wayt · Apr 29, 2026 10:53am PDT

Michael Nicolls, senior vice president for Starlink at SpaceX, during a keynote speech at MWC Barcelona 2026 in Barcelona, Spain, on Monday, March 2, 2026. Photo by Angel Garcia/Getty Images

SpaceX’s Starlink Revenue Per User Fell 18% As Customers Quadrupled

By Valida Pau and Theo Wayt · Apr 29, 2026 10:53am PDT

SpaceX’s Starlink satellite internet service quadrupled its individual subscribers between 2023 and 2025—but the average revenue each subscriber brought in fell 18% to $81 a month in that period, a draft version of SpaceX’s initial public offering prospectus shows. The decline in Starlink’s ARPU reflects the service’s introduction of... SpaceX’s Starlink satellite internet service quadrupled its individual subscribers between 2023...

Craig Warga/The Information.

The Information Finance

The Hidden Risks in AI Funding

By Ken Brown · Apr 29, 2026 8:34am PDT · 1 comment

Bankers and investors, especially when they are sitting in front of an audience, are not shy about offering their opinions. Yet when I asked a panel of money types at our Financing the AI Revolution conference on Monday about risks in the current market, I got near silence.We had been discussing the billions of investment dollars pouring into... Bankers and investors, especially when they are sitting in front of an audience, are not shy...

Art by Mike Sullivan

XAI Shows How Hard It Is to Use a Lot of GPUs at Once

By Stephanie Palazzolo · Apr 29, 2026 7:05am PDT

AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we wrote last week. When developers do get the graphics processing units, they’re under a lot of pressure to wring as much performance as possible from that expensive hardware.That’s easier said than done. Training AI models can be “bursty,” meaning... AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we...

Art via Getty Images

The Asterisk on Benchmark’s Manus Exit

By Julia Hornstein · Apr 28, 2026 5:27pm PDT

Benchmark’s investment in the startup behind the AI agent Manus drew flack last year from some venture capitalists who viewed the investment in the company, which was founded in Beijing, as a national security risk. But when Meta said in December that it was buying the startup, called Butterfly Effect, for over $2 billion, the early-stage... Benchmark’s investment in the startup behind the AI agent Manus drew flack last year from some...

Microsoft CEO Satya Nadella. Sven Hoppe/Getty Images.

Microsoft Comes Out of OpenAI Deal a Winner; Risks in AI Financing

By Martin Peers · Apr 27, 2026 5:00pm PDT

Microsoft CEO Satya Nadella. Sven Hoppe/Getty Images.

Microsoft Comes Out of OpenAI Deal a Winner; Risks in AI Financing

By Martin Peers · Apr 27, 2026 5:00pm PDT

Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say there’s a lot of excitement among investors (and reporters!) about the upcoming SpaceX IPO. But some people have a refreshingly realistic assessment of the situation. “There’s a trillion ways this can go wrong,” said Ashley MacNeill, co-head of capital... Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say...

Vista Equity Partners' Ashley MacNeill speaking at The Information's AI financing event. On her right is Michael Harris from the NYSE Group and to her left is Jon Redmond from Discovery capital. Photo by Craig Warga.

Financing the AI Revolution

SpaceX and AI IPOs Hold Risks for AI Buildout, Say Investors at AI Event

By The Information Staff · Apr 27, 2026 4:40pm PDT

With AI and big tech firms seeking to raise hundreds of billions in equity and debt this year to build data centers, any high-profile misstep could throw the broader AI boom off track. That includes the potential public debuts of SpaceX and possibly AI firms Anthropic and OpenAI. Poor performance from those initial public offerings could dampen... With AI and big tech firms seeking to raise hundreds of billions in equity and debt this year to...

Art via Getty Images

AI Infrastructure

Startup GridCare Aims to Tap Hidden Power Capacity

By Ann Davis Vaughan · Apr 27, 2026 8:00am PDT

Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty.GridCare, which emerged last year from a Stanford University sustainability accelerator, has surprised AI developers and even utilities by finding power that they can tap even in congested urban markets where the grid appeared sold out.Power grids are... Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty....

Art via Getty Images

The Nuances of Cursor’s Gross Margin; Comparing GPT-5.5 and Claude Mythos

By Stephanie Palazzolo and Cory Weinberg · Apr 27, 2026 7:00am PDT

Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both... Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and...

Musk-OpenAI and Big Tech Earnings on Deck This Week

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT

Musk-OpenAI and Big Tech Earnings on Deck This Week

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT

This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here... This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court...

Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court

By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment

The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon Musk and OpenAI CEO Sam Altman are scheduled to face off in a federal courtroom in Oakland, Calif., over the future of the company that pioneered the AI boom. The trial in Musk’s lawsuit against Altman, OpenAI and its partner Microsoft starts with jury... The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon...

Art via Mike Sullivan

Microsoft Tightens Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo · Apr 24, 2026 6:00am PDT · 1 comment

AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting well-funded AI startups that have raised money from... AI startups are struggling to access Nvidia graphics processing units as Microsoft and other...