Global Scans · SpaceX · Weekly Summary

• [New] Potential IPOs from SpaceX, OpenAI, and Anthropic could make 2026 a record year for U.S. IPO proceeds. Russell Investments
• [New] Cursor, which will be acquired by Elon Musk's SpaceX for $60 billion, built its Composer 2 model using Chinese AI model Kimi, which was developed by Moonshot AI. CNBC
• [New] SpaceX likely will not be the only mega-IPO for long as both OpenAI and Anthropic have confidentially filed paperwork for their own IPOs, with talks of valuations approaching $1 trillion. Aspire Wealth Advisory
• [New] IPOs from SpaceX, OpenAI, and Anthropic could generate $2.5 trillion in exit value - more than all VC-backed IPOs in this century combined. OriginBrief
• [New] If SpaceX can get a NASA-sponsored lunar lander variant of Starship ready on time, the space agency could use it to send humans to the surface of the moon - for the first time in more than 50 years - as soon as 2028. Scientific American
• [New] The pending exits for open AI, Anthropic and SpaceX are projected to generate roughly $4 trillion in value. LinkedIn
• [New] Musk confirmed that SpaceX plans to release 'completely new models trained from scratch' every month through the end of the year, a development cycle faster than any other frontier lab has publicly committed to. Build Fast with AI
• [New] If SpaceX achieves that goal, it could become the most powerful and cost effective launch vehicle ever built. ScienceDaily
• [New] Raymond James projects SpaceX will grow from approximately $38.5 billion in revenue and $17.7 billion in EBITDA today to more than $837 billion in revenue and $696 billion in EBITDA by 2031. NextBigFuture.com
• [New] SpaceX will implement advanced optical inter-satellite links on the Gen3 system to provide seamless network management and continuity of service while minimizing the spectrum footprint of the system overall and facilitating spectrum sharing with other space-based and terrestrial systems. NextBigFuture.com
• [New] The 80% population map + 144k already-deployed radios + matching spectrum ownership is the single highest-leverage asset SpaceX could acquire right now for its mobile ambitions. NextBigFuture.com
• [New] SpaceX plans a Starlink branded retail mobile service, which is the development pressuring carrier stocks. Welcome To The 5Gstore Blog
• [New] Starlink continues to add satellites at a cadence that Amazon will not match in 2026 - SpaceX is launching multiple Starlink missions per week, with the v3 generation now flying and direct-to-cell capacity expanding. KeepTrack
• [New] A potential SpaceX IPO could further increase Elon Musk's net worth and reinforce his position as the world's richest person. LiteFinance
• [New] SpaceX may be best known for launching reusable rockets, and less for the orbital economy it hopes to enable, but there's another seemingly futuristic activity even fewer investors are talking up - asteroid mining. Forbes
• [New] Imminent mega-IPOs - SpaceX, Anthropic, and OpenAI - will test capital markets' capacity to absorb deals of extraordinary scale and the seemingly inexhaustible appetite for risk by retail investors. LinkedIn
• SpaceX plans to send one million more satellites into orbit, for space-based data centers, which would significantly alter the appearance of the sky. www.eso.org
• The most optimistic scenario for the AI business sees SpaceX overcoming engineering constraints and rapidly scaling orbital data centers to capture 20% of forecast AI computing capacity by 2040. ST
• Musk's SpaceX company has announced plans to launch more than 1 million satellites by 2028 to serve as data centers powering the artificial intelligence boom. Euronews
• SpaceX told investors that it plans to launch a new Starlink mobile service for U.S. mobile consumers that would put it in direct competition with AT&T, T-Mobile and Verizon. Fierce Network
• Google will pay SpaceX $920 million per month to lease AI computing resources, including approximately 110,000 NVIDIA GPUs. note

Last updated: 20 July 2026