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  • [New] More deals and more construction will make AI data centers and Cursor enterprise AI business the main business for SpaceX until AI data centers in space take over in 2028-2029. NextBigFuture.com
  • [New] NASA is requiring both Starship and Blue Moon to demonstrate uncrewed lunar landings before they fly astronauts down to the lunar surface, putting SpaceX and Blue Origin on a short timeline to ready vehicles for the planned Artemis 4 landing in 2028. Space
  • [New] Elon Musk's company could go public in the next month, and a successful test flight of what Musk says will be its most powerful rocket ever will almost certainly buoy investors' interest in SpaceX - and NASA's ambitions of using Starship to get astronauts back on the moon by 2028. Scientific American
  • [New] SpaceX eventually hopes to use Starship to launch its anticipated artificial intelligence data center satellites. Scientific American
  • [New] As of December, SpaceX had set aside $530 million for potential litigation losses, some of which could stem from ongoing complaints filed against its AI unit over sexualized imagery generated by its Grok chatbot. Wired
  • [New] xAI's poor safety record could become a liability for SpaceX investors. Wired
  • [New] SpaceX plans to exercise provisions of Texas law to fend off hostile takeovers and the removal of executives or board members. Wired
  • [New] SpaceX is pursuing the largest IPO in history, with hopes of raising $75 billion at a valuation of $1.75 trillion. Wired
  • [New] SpaceX is expected to adopt a dual-class share structure that gives Musk disproportionate voting control, similar to the structures used by Alphabet, Meta, and Snap. Tech Insider
  • [New] SpaceX will face antitrust action by 2028. Tech Insider
  • [New] SpaceX could target a valuation in the range of $1.75 trillion to $2 trillion, with a potential raise of $75 billion, positioning it as the largest IPO in history. CEO Worldwide
  • [New] A potential SpaceX IPO may do something even more profound: it could force markets to move beyond valuing companies as businesses and begin valuing them as infrastructure layers of the future economy. CEO Worldwide
  • [New] SpaceX holds 18,712 BTC in its reserve, much more than many expected. investing.com
  • [New] SpaceX is expected to eventually make more money from Internet subscriptions than rocket launches or Grok AI. investing.com
  • [New] The good news for investors is that all three divisions of SpaceX are growing, but it will be interesting to see if the Starlink Internet business becomes more dominant as the WSJ article implied. investing.com
  • [New] Renting 220,000 NVIDIA GPUs from SpaceX is not a stopgap - it is a strategic move to bridge the gap before Anthropic's own AWS and Google Cloud compute commitments come fully online in 2027. Build Fast with AI
  • [New] SpaceX plans 5 launches this week, which would bring 2026 launches to 61, the Falcon 9 rocket flying 59 times, Falcon Heavy once, and Starship once upcoming. Space Calendar - The First Space Calendar on the Moon
  • [New] Another way that SpaceX might assuage investor fears about spending is by performing training and inference on orbital data centers, which Musk has promised to be a much cheaper alternative to terrestrial data centers. TechCrunch
  • [New] Should SpaceX succeed in acquiring ownership rights, for example over asteroids or land on the Moon and Mars, SpaceX could become the greatest real estate story in history, with the possibility of listing space REITs on stock exchanges. City AM
  • [New] SpaceXAI is pivotal to the upcoming SpaceX IPO, projected for summer 2026 with rumored valuations $1.75 trillion. FifthRow - Autonomous AI Apps for Research, Strategy, C
  • [New] Just as SpaceX launches hundreds of satellites for competitors with fair terms and pricing, we will provide compute to AI companies that are taking the right steps to ensure it is good for humanity. Simon Willison's Weblog
  • [New] Anthropic's recently announced deal with SpaceX to obtain the compute capacity of its Colossus 1 datacenter, along with its removal of peak-hours usage restrictions, raised hopes among developers that more tolerant usage policies might return. theregister
  • [New] Starship V3's maiden voyage to space will be a big test for SpaceX, which wants to land humans on the moon for NASA in 2028 and hopes to avoid the kind of spectacular explosions that have plagued some previous Starship tests. Live Science

Last updated: 25 May 2026



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