Spacexsi

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Recent Articles about Spacexsi
Art by Clark Miller.

Apollo Is Vastly Outspending the Neoclouds on AI Chips

By Dakin Campbell · Nov 4, 2026 6:00am PST
Last week, SpaceX’s announcement that it would lease $40 billion worth of Nvidia Vera Rubin chips was a further signal of Elon Musk’s grand ambitions in the AI race. The deal also underscores the arrival of a new big player in that competition: Apollo Global Management, a 36-year-old private-equity pioneer turned private-lending giant. In the... Last week, SpaceX’s announcement that it would lease $40 billion worth of Nvidia Vera Rubin chips...
Elon Musk. Krisztian Bocsi/Bloomberg via Getty Images.
The Briefing

SpaceX Makes AI Advances, With a Little Help From Cursor

By Martin Peers · Jul 8, 2026 5:01pm PDT
How about that? SpaceX’s AI unit is rolling out some AI products of value to businesses. On Wednesday, SpaceXAI—as the unit is called—and its soon-to-be subsidiary Cursor jointly introduced Grok 4.5, a model “built for coding, agentic tasks and knowledge work.” A week ago, SpaceX introduced a “Voice Agent Builder” enabling small businesses to... How about that? SpaceX’s AI unit is rolling out some AI products of value to businesses. On...
Art by Clark Miller.
The Information Finance

Elon Musk’s Very Loud IPO Quiet Period

By Dakin Campbell · Jun 10, 2026 10:16am PDT
Good morning! When Elon Musk tweeted details about SpaceX’s agreement with Anthropic late last month, saying the business deal was less durable than advertised, many investors and commentators seized on the fact that the details weren’t in the company’s initial public offering prospectus filed with regulators.They were right to point that out,... Good morning! When Elon Musk tweeted details about SpaceX’s agreement with Anthropic late last...
Photo by Getty.
BlackRock Weighs Multibillion-Dollar Investment in SpaceX IPO
By Cory Weinberg · May 16, 2026 9:00am PDT · 1 comment
Photo by Getty.
Exclusive

BlackRock Weighs Multibillion-Dollar Investment in SpaceX IPO

By Cory Weinberg · May 16, 2026 9:00am PDT · 1 comment
BlackRock has discussed investing $5 billion to $10 billion in SpaceX’s initial public offering next month, people familiar with the matter said. The massive order, for an offering that could raise as much as $75 billion, would represent a vote of confidence in Elon Musk’s company from the world’s largest asset manager. The investment would... BlackRock has discussed investing $5 billion to $10 billion in SpaceX’s initial public offering...
Photo of Elon Musk by Getty Images; art by Mike Sullivan.
Exclusive

Cursor Staff Meet With xAI Employees as Layoffs, Exits Mount

By Theo Wayt, Laura Bratton and Erin Woo · May 8, 2026 2:04pm PDT · 5 comments
Cursor is already starting to make its presence known at SpaceX’s AI unit, just weeks after Elon Musk’s firm got an option to buy the coding startup for $60 billion. Cursor staffers have been visiting xAI offices to meet with employees and discuss their work, according to two people with direct knowledge of the companies. Fresh xAI exits have... Cursor is already starting to make its presence known at SpaceX’s AI unit, just weeks after Elon...
AP Images.
The Briefing

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...
Org Charts

SpaceX is Mostly Gwynne Shotwell’s Empire, Org Chart Shows

By Becky Peterson · May 28, 2024 6:00am PDT · 3 comments
While Elon Musk may get credit for SpaceX’s ambitious mission to “make life multi-planetary,” SpaceX’s org chart confirms something long understood by insiders at the $180 billion rocket startup—President and Chief Operating Officer Gwynne Shotwell is running the show. Shotwell oversees nearly every single team at... While Elon Musk may get credit for SpaceX’s ambitious mission to “make life...
Art by Mike Sullivan
NASA Tensions with SpaceX Rise Over Moon Mission Delays
By Becky Peterson · Oct 20, 2023 6:00am PDT · 1 comment
Art by Mike Sullivan
Exclusive

NASA Tensions with SpaceX Rise Over Moon Mission Delays

By Becky Peterson · Oct 20, 2023 6:00am PDT · 1 comment
SpaceX’s most important customer—NASA—is getting impatient with the rocket company’s delays in building critical equipment meant for the space agency’s next mission to the moon. In recent months, NASA officials have raised concerns with their counterparts at SpaceX that the company has missed milestones related to a... SpaceX’s most important customer—NASA—is getting impatient with the rocket...
Data Point

Satellite Internet Plans from SpaceX and Others Deserve a Pinch of Salt

By Becky Peterson · Mar 29, 2023 6:00am PDT
If satellite internet providers like SpaceX’s Starlink have their way, the skies are going to get a lot more crowded with their orbiting antennas in the coming years—so crowded that it’s worth exercising a bit more skepticism about how many will actually get off the ground. Just last Sunday, British internet company OneWeb... If satellite internet providers like SpaceX’s Starlink have their way, the skies are going...