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Exclusive

SpaceX Shakes Up Data Center Leadership After Aggressive Build-Out

By Grace Kay · Sep 1, 2026 7:45am PDT
Elon Musk has shaken up the SpaceX team building the company’s data centers in recent weeks, replacing several leaders with executives from SpaceX’s rocket and satellite internet businesses, people familiar with the matter said. The data center reshuffle follows some civil engineering concerns and consistent reliability issues at SpaceXAI’s... Elon Musk has shaken up the SpaceX team building the company’s data centers in recent weeks,...
Art by Mike Sullivan/Getty Images
Applied AI

Cursor Customers Fight Price Hikes in Contract Talks

By Laura Bratton · Jul 28, 2026 12:38pm PDT · 2 comments
Cursor, the pioneering AI coding app, is growing pretty well ahead of SpaceX’s planned $60 billion purchase. But the company, which provides access to different AI models for coding work, last year shifted to charging more customers based on usage rather than flat rate subscriptions, and the move is now causing some heated contract renewal... Cursor, the pioneering AI coding app, is growing pretty well ahead of SpaceX’s planned $60...
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Sunday Insights

The Hot Equity Trade Spreading Through the AI Boom

By Yueqi Yang and Valida Pau · Jul 12, 2026 10:01am PDT · 1 comment
It’s shaping up to be a big year for equity capital markets bankers, between SpaceX’s record-breaking debut and already public companies issuing stock at a rapid clip. One often overlooked part of the market is also active, fueled in part by the capital demands of the AI boom. At-the-market offerings, a type of share sale by public companies... It’s shaping up to be a big year for equity capital markets bankers, between SpaceX’s...
Meta CEO Mark Zuckerberg. Tom Williams/CQ-Roll Call/Getty Images.
Meta Finds a New Way to Spend a Fortune on AI
By Martin Peers · Jul 9, 2026 5:01pm PDT
Meta CEO Mark Zuckerberg. Tom Williams/CQ-Roll Call/Getty Images.
The Briefing

Meta Finds a New Way to Spend a Fortune on AI

By Martin Peers · Jul 9, 2026 5:01pm PDT
The AI laggards are going on the offensive! Meta Platforms on Thursday unveiled its latest AI model, Muse Spark 1.1, a day after SpaceX’s AI unit introduced a new model of its own. Like SpaceX, Meta claimed its new model delivers performance comparable to that of established models from AI labs such as OpenAI, Anthropic and Google. We’ll have to... The AI laggards are going on the offensive! Meta Platforms on Thursday unveiled its latest AI...
Roku founder and CEO, Anthony Wood. Brenton Ho/Variety via Getty Images.
The Briefing

Roku’s Timely Exit; Salesforce’s Dealmaking Is Revving Up

By Martin Peers · Jun 15, 2026 5:01pm PDT
There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest Anthropic-Trump administration standoff. SpaceX’s market performance so far has been like a rocket ship: The stock rose 20% on Monday, finishing with a market capitalization of $2.5 trillion. And back on Earth, we got some notable acquisitions on... There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest...
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SpaceX

How Musk Kept Bankers Guessing in Sprint to SpaceX IPO

By Valida Pau · Jun 12, 2026 12:43pm PDT · 1 comment
High up in Goldman Sachs’ downtown Manhattan headquarters Thursday afternoon, bankers from Goldman and Morgan Stanley, together with SpaceX executives, toasted the pricing of SpaceX’s IPO over glasses of Champagne. In many ways, it was a replay of hundreds of other such celebrations. But the SpaceX IPO was anything but normal. For seven months,... High up in Goldman Sachs’ downtown Manhattan headquarters Thursday afternoon, bankers from...
Photo via Zum Mobility.
Dealmaker

School Bus Startup Zum Takes Early Steps Toward IPO

By Valida Pau · Jun 9, 2026 4:00pm PDT
It may not seem like it now, as we barrel toward SpaceX’s public debut this week, but not every initial public offering will involve a $1.75 trillion rocket-ship company. Soon enough, public investors may get to judge a much more down-to-earth business: school bus fleets. Sequoia Capital-backed Zum, known for using its electric school buses to... It may not seem like it now, as we barrel toward SpaceX’s public debut this week, but not every...
Art by Clark Miller.
SpaceX IPO Details Put Musk’s AI Ambitions in Focus
By The Information Staff · Apr 30, 2026 1:30pm PDT
Pro subscription required icon Art by Clark Miller.
Deep Research

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...
Sunday Insights

SpaceX Hype Boosts Stocks in Its Crosshairs

By Theo Wayt · Mar 29, 2026 8:00am PDT · 5 comments
Stocks in rocket launch and satellite companies have surged over the past year, as SpaceX’s soaring private valuation and steps toward what could be a record-smashing initial public offering drums up enthusiasm for all things outer space. But most of the companies whose stocks have been rocketing are at risk if SpaceX solidifies its lead in... Stocks in rocket launch and satellite companies have surged over the past year, as SpaceX’s...
Stoke Space tests its advanced full-flow staged combustion rocket engine. (Image courtesy of Stoke.)
Exclusive

Space Startup Stoke Nears $2 Billion Valuation in New Financing

By Cory Weinberg and Katie Roof · Oct 7, 2025 11:59am PDT
Stoke Space, a startup building reusable rockets that are smaller than SpaceX’s, is raising hundreds of millions of dollars in a funding round that would value it at nearly $2 billion, roughly double its last private round, two people familiar with the matter said. The new lead investor is Thomas Tull’s U.S. Innovative Technology Fund, one of... Stoke Space, a startup building reusable rockets that are smaller than SpaceX’s, is raising...
A SpaceX rocket lifts off from Cape Canaveral Air Force Station carrying 60 Starlink satellites in 2019. Photo by Getty
Exclusive

SpaceX Working with Cloudflare to Speed Up Starlink Service

By Becky Peterson · Aug 23, 2023 12:38pm PDT
Space Exploration Technologies, Elon Musk’s rocket company, is working with Cloudflare to boost the performance of SpaceX’s satellite internet service Starlink, according to a person with direct knowledge of the project. The two companies are working on a way to increase Starlink’s terrestrial network of mini data centers... Space Exploration Technologies, Elon Musk’s rocket company, is working with Cloudflare to...