Spacexai Company News & Analysis — The Information

Recent Articles about Spacexai

Koray Kavukcuoglu, head of Google DeepMind, at The Information’s AI Agenda Live. Photo by Erin Beach.

In Robotics, Google Goes Android to Tesla’s Apple

By Jessica E. Lessin · Oct 1, 2026 2:50pm PDT

While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his first sit-down since taking over as CEO of Google DeepMind, Kavukcuoglu offered some of his most detailed comments yet on where the company's robotics ambitions are headed and how they differ from the rest of the industry. While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his...

Vercel CEO Guillermo Rauch. Getty Images.

Why Coding Agents Are Choosing Vercel as Often as Humans Do

By Alix Coutures · Oct 1, 2026 7:00am PDT

The rise of AI agents that write software continues to pay off for the companies that host such software. Among them is Vercel, whose software helps developers make and host websites and AI apps, including so-called agents that automate white-collar tasks.The 11-year-old company is generating $600 million in annualized revenue, or $50 million a... The rise of AI agents that write software continues to pay off for the companies that host such...

Art by Mike Sullivan

SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion

By Grace Kay · Sep 10, 2026 6:21am PDT · 4 comments

Elon Musk is famous for his “move fast” management philosophy, which he demonstrated most starkly when he built new data centers for his AI startup in record time two years ago. But a new team of rocket engineers Musk recently installed to run his data centers is taking a very different approach. SpaceX is changing how it builds the giant... Elon Musk is famous for his “move fast” management philosophy, which he demonstrated most starkly...

Adam Gray/Bloomberg via Getty Images.

Cursor Maps Out Branding, Other Changes as SpaceX Acquisition Nears

By Grace Kay · Aug 7, 2026 12:17pm PDT · 1 comment

Adam Gray/Bloomberg via Getty Images.

Cursor Maps Out Branding, Other Changes as SpaceX Acquisition Nears

By Grace Kay · Aug 7, 2026 12:17pm PDT · 1 comment

Cursor told staff at an all-hands meeting on Thursday that SpaceX could complete its $60 billion acquisition of the coding startup as soon as the end of next week, and flagged that the Cursor brand name will likely be phased out for new products in the coming months, people familiar with the matter said. For instance, Cursor’s upcoming... Cursor told staff at an all-hands meeting on Thursday that SpaceX could complete its $60 billion...

Art: Clark Miller

Artificial Intelligence

Crackdown on AI Lovers Ignites Heartbreak in China—and Hopes to Get Them Back

By Henry Siu, Juro Osawa and Jing Yang · Jul 25, 2026 7:00am PDT

To combat her loneliness, An Xu, a 15-year-old middle schooler in Shanghai, had recently been relying for emotional support on her text and voice conversations with an AI companion on Doubao, China’s most popular AI chatbot app. AI companions are meant to mimic humanlike conversation, emotions and interactions as realistically as... To combat her loneliness, An Xu, a 15-year-old middle schooler in Shanghai, had recently been...

Art: Clark Miller

Why Andreessen Horowitz’s New Investor Left Apple

By Abram Brown · Jul 18, 2026 8:02am PDT

Welcome, Weekenders! In this newsletter:• The Big Read: Trump’s AI agenda collides with reality• Tech Culture: Welcome to the great private jet drought• Plus, Recommendations—our weekly pop culture picks: “Gastronomics,” “Catch the Devil” and “The Invite”At the dawn of the AI boom, the technology sparked a real melee between newcomer startups... Welcome, Weekenders! In this newsletter:• The Big Read: Trump’s AI agenda collides with reality•...

Photo courtesy of Stephanie Palazzolo.

The Hottest Research Papers From the International Conference on Machine Learning

By Stephanie Palazzolo · Jul 13, 2026 7:06am PDT

I’m only slightly jet-lagged after coming back from last week’s International Conference on Machine Learning in Seoul, where AI researchers from around the world shared new ways to run and train models more efficiently. Oh, and they also discussed the looming possibility of AI automating away their jobs. (Check out my newsletter on that subject... I’m only slightly jet-lagged after coming back from last week’s International Conference on...

Getty Images.

Netflix’s Q2 Earnings This Week Spotlights Growth Concerns

By Martin Peers · Jul 12, 2026 3:00pm PDT · 1 comment

Getty Images.

Netflix’s Q2 Earnings This Week Spotlights Growth Concerns

By Martin Peers · Jul 12, 2026 3:00pm PDT · 1 comment

Guess what—tech earnings season is back. Yes, you know you missed it. Netflix, as usual, will kick off the quarterly parade of earnings updates, releasing its second-quarter numbers on Thursday. The video-streaming giant’s quarterly updates have become humdrum affairs lately, but this one might be different, given that the company’s stock has... Guess what—tech earnings season is back. Yes, you know you missed it. Netflix, as usual, will...

Getty Images.

Nvidia and the Neocloud Gold Rush

By Martin Peers · Jul 2, 2026 3:31pm PDT

Hands up if you’ve got a neocloud going up in your backyard! I’m joking, of course, but it almost feels like some people must be putting AI chip servers in their gardens, given the rush of people wanting to start a neocloud business. (That’s the tech world’s term for firms that rent AI servers to others.)SoftBank on Thursday announced the... Hands up if you’ve got a neocloud going up in your backyard! I’m joking, of course, but it almost...

Elon Musk. Getty Images.

Where Musk and Altman See Eye to Eye

By Martin Peers · Jun 4, 2026 5:01pm PDT

Elon Musk and Sam Altman don’t often see eye to eye, as they made clear in their recent legal dispute. But when it comes to making outlandish projections about future growth, the two men seem to share a common philosophy.As we reported earlier on Thursday, SpaceX’s lead bank on its upcoming IPO, Goldman Sachs, has told investors it expects... Elon Musk and Sam Altman don’t often see eye to eye, as they made clear in their recent legal...

SpaceX's new Starship V3 rocket docked on May 21 in South Padre Island, Texas. Ronaldo Schemidt/AFP/Getty.

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”...

Art by Mike Sullivan

Why Musk is Giving xAI’s Servers to Anthropic; AI Video-App Developer Reka Acquires Video-Generating Startup

By Stephanie Palazzolo and Anissa Gardizy · May 7, 2026 7:00am PDT

Art by Mike Sullivan

Why Musk is Giving xAI’s Servers to Anthropic; AI Video-App Developer Reka Acquires Video-Generating Startup

By Stephanie Palazzolo and Anissa Gardizy · May 7, 2026 7:00am PDT

OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of servers aren’t as busy, as we and others recently reported. That’s burning a multibillion-dollar hole in the pocket of new xAI owner SpaceX, which is trying to go public soon and is sure to receive tremendous scrutiny over its AI-related losses.So after... OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of...

AP Images.

Elon Musk’s xAI Is Becoming a Cloud Firm

By Martin Peers · May 6, 2026 5:00pm PDT · 2 comments

Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal to supply computing capacity to Anthropic comes a couple of weeks after xAI struck a similar deal with AI coding startup Cursor. Last we checked, AI firms with leading models need all the computing capacity they can get, which means they’re... Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal...

Ethan Swope/Bloomberg/Getty.

New SpaceX Numbers Show Reliance on Starlink

By Cory Weinberg · Apr 13, 2026 4:12pm PDT · 1 comment

A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential initial public offering will depend on investors embracing the growth of the company’s Starlink satellite internet business. The other two businesses inside SpaceX—rocket launches and AI—are burning cash and not generating the kind of growth... A new set of numbers for Elon Musk’s SpaceX makes it clear that the success of its potential...