SpaceX news
The latest SpaceX news, : Anthropic accounts for over a third of SpaceX revenue in Q3.
SpaceX is a company expanding its AI capabilities, including a $40 billion equipment-finance lease with Apollo Global Management to purchase Nvidia GPUs and plans to build 440,000 Nvidia Vera Rubin computers for training. Its AI division, called SI or Super Intelligence, has driven a rise in sales. The firm reported a quarterly profit, with net income of $4.4 billion, and secured shipments from ASML for its Terafab chip plant.
101 stories mentioning SpaceX since 11 September 2026, newest first, each with its sources and discussion. This page shows the newest 60. Follow to see new ones on your front page.
Funding and deals $40B reported
- $40Bdebt financingOct 2026 · Apollo Global Management, Goldman Sachs, BlackRock
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Anthropic accounts for over a third of SpaceX revenue in Q3
Bloomberg News, citing a person familiar with the matter, said Anthropic was listed as “Customer B” in a SpaceX filing and supplied 34.5% of the rocket maker’s revenue in the third quarter, overtaking the U.S. federal…
1 sourcefinance.yahoo.com -
Cognition weighs new funding round at $70B-$80B valuation
AI coding startup Cognition is reportedly considering a new funding round before the end of the year, with offers valuing the company between $70 billion and $80 billion. This represents a significant jump from its $48…
1 sourcebusinessinsider.com -
Microsoft’s capex shortfall drags down CoreWeave, Nebius shares
CoreWeave and other neocloud providers saw their stocks fall in extended trading after Microsoft reported quarterly capital expenditures of $45.2 billion, below the $50.7 billion average analyst estimate. The shortfall…
2 sourcescnbc.comCNBC Technology -
Cowboy Space unveils Big Iron rocket to launch 20,000 AI data center satellites
Cowboy Space, a California-based company founded in 2024 by Robinhood co-founder Baiju Bhatt, announced its plan to deploy 20,000 AI data center satellites in low Earth orbit (LEO). The project, called Stampede, relies…
1 sourcespace.com -
xAI offers Mississippi residents buyouts to avoid noise lawsuit
Residents in Mississippi’s Southaven neighborhood report receiving offers to sell their homes from xAI, Elon Musk’s AI company, if they agree not to join a lawsuit over noise from nearby datacenters. A realtor claims…
3 sourcesTom's HardwareThe Verge AIThe Guardian AI -
Google DeepMind CEO predicts AGI may arrive in 2–3 years
Demis Hassabis, CEO of Google DeepMind and a Nobel laureate for AlphaFold, told the Wall Street Journal he now expects artificial general intelligence (AGI) to emerge within two to three years. That is an acceleration…
1 sourcedailymail.com -
SpaceX says it closed $40B debt for GPUs arriving in 2027
Elon Musk confirmed on X that SpaceX has closed $40 billion in debt financing to purchase graphics processing units, with the hardware expected to arrive in the first half of 2027. The disclosure came in response to…
3 sourcesfool.comTom's Hardwarewccftech.com -
Anthropic eyes biggest ever IPO as AI funding starts drying up
Analysts such as Dan Ives of Yorkville see strong investor appetite, but fund manager Roger Montgomery warns the AI funding well is drying up and the market could be fragile. The firm, employing about 5,300 people, has…
1 sourceabc.net.au -
Tesla aims to shift profits from cars to AI and software
Elon Musk’s Tesla is pivoting toward AI and software as its next profit driver, according to Ars Technica. While car sales still account for 75% of Tesla’s revenue, the company is betting on recurring revenue from…
1 sourceArs Technica AI -
DeepSeek’s inference revenue may exceed Nvidia’s hardware costs by 2.5x
Atreides Management’s Gavin Baker claims DeepSeek generates $38 in inference revenue per GPU hour off-peak, totaling $100 billion annually per gigawatt. This exceeds Nvidia’s $40 billion hardware cost per gigawatt,…
2 sourcesfinance.yahoo.comnote.com -
SpaceX agrees to a ~$40B equipment finance lease with Apollo to fund Nvidia GPU purchases for AI initiatives
SpaceX has entered into a roughly $40 billion equipment-finance lease with Apollo Global Management to fund the purchase of Nvidia GPUs for its AI initiatives, with the deal expected to close before the end of 2026.…
9 sources HN 5finance.yahoo.comUnite.AITechCrunch AIbloomberg.com +4 more -
Anthropic S-1 filing warns of catastrophic AI risks and insurance gaps ahead of IPO
Anthropic has filed its S-1 registration statement with the SEC ahead of an initial public offering, dedicating 94 pages to risk factors that warn of catastrophic or existential threats from its AI systems. The filing…
18 sourcesArs Technica AIfox56.comCNBC Technologynote.com +13 more -
Anthropic files IPO with $1.5T–$2T valuation amid market jitters
Anthropic filed its S-1 for an IPO on Monday, targeting a valuation between $1.5 trillion and $2 trillion. The filing, expected to debut on the Nasdaq in November, would make it the largest IPO ever, raising concerns…
50 sources HN 8bnnbloomberg.cacryptobriefing.combusinesstoday.inCNBC Technology +26 more -
CyberCartel uses Grok and Claude to automate attacks on Latin American banks
Cybersecurity startup Straiker reported that the hacking group CyberCartel has begun using AI agents—SpaceX's Grok and Anthropic's Claude—to automate attacks on banks and mobile‑payment apps across Latin America. The…
1 sourceTom's Hardware -
Goldman Sachs launches Small Business AI Institute with $500 million expansion
Goldman Sachs announced Thursday that it is creating a Small Business AI Institute as part of a $500 million expansion of its 10,000 Small Businesses program. The institute will partner with Google, Anthropic, OpenAI…
1 sourcenbcnews.com -
SpaceX plans 440,000 Nvidia Vera Rubin computers for AI training
SpaceX reported its first quarterly profit, with net income reaching $4.4 billion and revenue up 161%. The company's AI division, now named SI or Super Intelligence, saw sales jump 835% year over year, driven by…
2 sourcesfool.comstocktwits.com -
Elon Musk says ASML and other suppliers expedited shipments for Terafab chip plant
Elon Musk announced during SpaceX's Q3 2026 earnings call on X that ASML and other critical semiconductor equipment suppliers have expedited shipments for the Terafab semiconductor manufacturing facility in Gibbons…
1 sourceTom's Hardware -
HPE plans first Moon supercomputer benchmarks with Spaceborne Computer-4 in late 2026
Hewlett Packard Enterprise (HPE) announced it will run the first high-performance computing benchmarks on the Moon using its Spaceborne Computer-4 module. The fanless, graphics-card-sized blade will ride an Astrolab…
2 sources247wallst.comTom's Hardware -
Google DeepMind staff resign over AI military contracts with US and Israel
Several Google DeepMind employees, including Sofia Liguori and Andreas Kirsch, have resigned or are preparing to leave due to concerns over the company's AI contracts with the US and Israeli militaries. They cite…
8 sources HN 124yahoo.comhindustantimes.comibtimes.co.ukynetnews.com +3 more -
Meta reports third-quarter 2026 revenue of $64.6 billion, up 26% year-over-year
Meta earnings put Big Tech’s AI spending bet under the microscope Meta's Q3 2026 earnings test Big Tech's AI bet, with capex projected at $41 billion to $42 billion and a potential $10 billion legal charge. Meta…
13 sourcesfinance.yahoo.comstocktwits.comfool.combloomberg.com +6 more -
Meta tests robots to swap cables and reseat hardware in its data centers
Meta is piloting two‑armed robots at its data‑center campuses in Altoona, Iowa, and New Albany, Ohio. The machines practice common maintenance chores such as swapping network cables, reseating server hardware and…
1 sourcefinance.yahoo.com -
SpaceX and rivals file orbital AI data centre plans involving up to a million satellites
SpaceX filed a proposal for one million four‑tonne satellites that it describes as the first step toward a Kardashev II‑level civilization. The United States Federal Communications Commission echoed that language in…
1 sourcetheconversation.com -
Tesla and SpaceX form committees to explore $3.5T merger around AI
Tesla and SpaceX have each formed special committees of independent directors to explore a potential merger, Elon Musk disclosed on SpaceX's third-quarter earnings call on October 20. The combination would unite…
6 sourcesThe Verge AICNBC Technologyvectorwire.aiBBC Technology -
SpaceX reports Q3 revenue up 161% to $14.58B, AI revenue up 830%
SpaceX announced third‑quarter revenue of $14.58 billion, a 161% year‑over‑year increase and above the $12.72 billion LSEG consensus estimate. The company posted operating income of $2.8 billion and net income of $4.4…
3 sources HN 6CNBC TechnologyTechCrunch AIcnbc.com -
Musk's SpaceX throttled Ukraine's Starlink, US officials deny
SpaceX, the world's largest satellite operator, recently throttled internet service in Ukraine, causing Ukrainian drones to lose connectivity during combat missions. Ukrainian President Volodymyr Zelensky warned that…
1 source HN 10The Guardian AI -
Analysts say investors rotating to cash‑rich mag 7, pressuring neocloud stocks
Roundhill Investments' chief investment strategist Drew Pettit and JonesTrading's chief market strategist Mike O’Rourke said investors are shifting toward cash‑rich Magnificent Seven (MAG 7) technology giants and away…
1 sourcestocktwits.com -
Jim Cramer says investors should wait before buying AI data center stocks
Jim Cramer warned on Monday that the recent bounce in AI‑related equities may be premature. The Nasdaq Composite rose about 1.1% and the S&P 500 gained nearly 0.5%, while the Dow traded flat after a sharp Friday…
3 sourcesCNBC Technology247wallst.comsemafor.com -
SpaceX and Nvidia plan to launch Starmind AI satellite in Q4 2027
On October 16 Elon Musk posted on X praising Jensen Huang and announced progress on “Starmind,” a space‑based AI data center being built by SpaceX and Nvidia. He said the first‑generation satellite, called AI1, will…
1 sourcenote.com -
Elon Musk and Anthropic pledge to share company shares with the public
Elon Musk pledged to give one SpaceX share to every kid in America, which would be worth about $10.8 billion based on 72 million children under 18 in the U.S. and a share value of about $150. Anthropic officials said…
12 sourcesanalyticsinsight.nettechnologymagazine.comlatimes.comthedailystar.net +7 more -
Musk says SpaceX may end AI crash as chip stocks rally
Elon Musk’s comments on SpaceX’s rapid expansion of AI computing capacity triggered a premarket surge in chip stocks, offering a potential counterpoint to the sector's recent decline. During SpaceX’s Q3 earnings call,…
8 sourcesinvezz.com247wallst.comfinance.yahoo.comfool.com -
300+ US data center moratoriums have delayed only three projects, analysis finds
SemiAnalysis reported that more than 300 local data‑center construction moratoriums, covering roughly 20 GW of capacity, have so far delayed only three projects – about 2.3 GW of the 21 GW located in moratorium zones.…
1 sourceTom's Hardware -
Meta to report Q3 earnings amid AI spending scrutiny
Meta Platforms is scheduled to report its third-quarter earnings on October 21 after the market close, with investors focused on whether its AI spending can be justified by future revenue growth. The company expects…
5 sourcesinvezz.comblockonomi.comfinance.yahoo.com -
OpenAI releases 722 math papers and GPT-6 to all users
OpenAI released 722 mathematics papers on GitHub, 22 % of which contain Lean proof code, sparking concerns about peer‑review capacity. The same day the company made GPT‑6 generally available to 1.2 billion ChatGPT…
1 sourcenote.com -
Musk floats Amazon rival; Nvidia, SpaceX explore space data centers
Elon Musk suggested Tesla or SpaceX might launch an e-commerce competitor after Amazon blocked Grok Bot from making purchases. He also promised to reimburse users for any errors made by the bot. Meanwhile, Nvidia CEO…
2 sourcesfinance.yahoo.comstocktwits.com -
OpenAI hires former xAI sales lead Graham Seamans for cybersecurity unit
OpenAI announced that it has brought on Graham Seamans, who ran xAI’s sales team since August 2025, to head the firm’s cybersecurity sales effort. Seamans, a former SpaceX employee, previously spent about eight years…
2 sourcesanalyticsinsight.netthehindubusinessline.com -
Google launches project suncatcher satellite with four AI chips
Google’s Project Suncatcher satellite, launched on October 1, 2026, carries four AI chips and consumes about one kilowatt of power, roughly the same as a hair dryer. The satellite reached orbit aboard a SpaceX Falcon…
1 sourcefinance.yahoo.com -
Anthropic commits 5% of shares to public benefit fund, with potential increase tied to valuation growth
Anthropic announced it will commit 5% of its shares to a newly established Anthropic Public Benefit Fund, subject to stockholder approval, with an additional 2% of shares to be added at the board’s discretion for every…
32 sources primary source HN 140The Decoderwsj.comThe Guardian AIThe Rundown AI +21 more -
Rivian plans to add third-party AI agents like Claude and OpenAI’s Dots
Rivian’s CEO, RJ Scaringe, announced at TechCrunch Disrupt that the company will integrate AI agents from external labs—such as Anthropic’s Claude, OpenAI’s Dots, or Meta’s Muse—into its electric vehicles. The move…
1 sourceTechCrunch AI -
Opinion: Nvidia’s AI hardware edge over SpaceX’s Grok models
This opinion piece compares Nvidia and SpaceX as AI investments. Nvidia, valued at about $5.5 trillion, dominates AI hardware with GPUs like the Vera Rubin architecture, which SpaceX’s Elon Musk called the best AI…
1 sourcefool.com -
xAI releases Grok Voice 3.0 for voice agents at $0.08 per minute
xAI launched Grok Voice 3.0, a speech-to-speech model for voice agents, on October 14, 2026. The model is available via the Voice Agent API at $0.08 per minute—the same price as its predecessor—claiming top scores on…
2 sourcesMarkTechPostUnite.AI -
CoreWeave stock falls 16% as AI debt concerns rise
CoreWeave’s shares dropped 16% on Wednesday amid growing investor fears about excessive borrowing by tech firms to fund AI infrastructure. Bond yields on its 2031 and 2032 debt surged to 14.8% and 14.9%, respectively,…
5 sourceslivemint.comcryptobriefing.cominvezz.comCNBC Technology +1 more -
Orca consolidates Claude Code and Codex for developers
Orca is a free, open-source desktop app that lets users manage Claude Code and Codex in one interface, reducing screen switching and task coordination. The author, who pays $200/month for Claude Max 5x and GPT Pro 100,…
1 sourcenote.com -
Satlyt raises $8M to run AI on satellites with Google DeepMind’s Gemma
Satlyt, founded by former Google and SpaceX engineer Rama Afullo, has secured an $8 million seed round to develop software enabling AI workloads on satellites. The startup aims to create an open ecosystem for running…
1 source HN 5TechCrunch AI -
SpaceX agrees to testify before NYC Council about AI safety after subpoena
SpaceX has agreed to testify before the New York City Council's tech committee this Friday at 10 a.m. ET, following a subpoena issued on Sept. 28. The hearing is part of a legislative investigation into AI safety…
2 sourcesCNBC Technology -
Anthropic shares Q3 financials with investors ahead of potential $2 trillion IPO
Anthropic is sharing its third-quarter financial performance with prospective institutional investors as it prepares for a potential initial public offering that could value the company at around $2 trillion, according…
48 sources HN 15Simon WillisonThe Decodercryptobriefing.comfinance.yahoo.com +17 more -
Silicon Valley leaders adopt Trump’s ‘super intelligence’ term for AI
Silicon Valley executives are increasingly using President Donald Trump’s preferred term, super intelligence, instead of artificial intelligence. The shift follows Trump’s executive order requiring government agencies…
1 sourceThe Verge AI -
Nadella urges AI ‘emergency brake’ for human control
Microsoft CEO Satya Nadella called for AI systems to include an ‘emergency brake’ that humans can activate to pause or shut down models mid-operation. His post on X framed AI safety as requiring containment,…
1 sourceCNBC Technology -
SpaceX plans $40B debt raise for AI compute expansion
SpaceX is reportedly seeking a $40 billion debt raise to buy more Nvidia chips and expand its AI compute business, according to the Financial Times. The move would solidify SpaceX as a major customer for Nvidia,…
1 sourceCNBC Technology -
AI data centers strain local grids and water, sparking regional opposition
AI data centers are reshaping energy and water demands, sparking local backlash. In Virginia, John Steinbach’s electricity bill jumped from about $100 to $281 after AI data centers connected nearby. A March 2026 Gallup…
1 sourceKDnuggets -
Trump ties power with AI: CEOs sign agreement
Donald Trump has made a series of moves to entwine his power with artificial intelligence. Last Tuesday, he and six AI CEOs signed an agreement that Trump called 'morally binding'. Zuckerberg played a key role in…
1 sourceThe Guardian AI -
Cramer says AI giants mask stock market pressure from rising yields
CNBC's Jim Cramer argues that a small group of AI-focused tech giants is masking significant market pressure caused by surging Treasury yields. On Monday, the Nasdaq Composite hit a record high, and the S&P 500 gained…
1 sourceCNBC Technology -
SpaceX stock surges 8% to $171.09, restoring Musk’s trillionaire status
SpaceX shares climbed nearly 8% on Monday, reaching their highest since June 16, when the company’s IPO closed at a record $201.80. The rally pushed Elon Musk’s net worth past $1.03 trillion, according to Forbes,…
1 sourceCNBC Technology -
Reflection AI debuts Beam, a 501B open-weight model rivaling GLM 5.2 with 3-4x less compute
Reflection AI has released Beam, its first open-weight AI model, a 501-billion-parameter Mixture-of-Experts model with 23 billion active parameters. The model was pretrained on 23.8 trillion tokens and trained using…
10 sourcesThe DecoderThe Rundown AILatent Spacecryptobriefing.com +6 more -
Anthropic reportedly aims to raise up to $100 billion in IPO, Broadcom to loan up to $42 billion
Anthropic confidentially filed for an IPO in June and is reportedly targeting a raise of up to $100 billion, which would surpass SpaceX's $86 billion record. Reuters reported on October 1 that Anthropic's filing shows…
1 sourcefool.com -
Microsoft may lease AI compute from SpaceX, report says
SpaceX is in talks to lease AI computing capacity to Microsoft, according to a report by The Information. The status of these discussions is unclear, and Microsoft has declined to comment. This potential deal would add…
1 sourcefinance.yahoo.com -
Bloomberg reports AI wealth surge peak likely reached
Bloomberg reports that the peak of this wealth surge has likely been reached. The billionaire headcount rose 8.2% year over year in 2025, while their combined fortunes grew 12.8%. Equity was the main engine, with…
2 sourcesbloomberg.comcryptobriefing.com -
Google launches prototype satellite for Project Suncatcher to test AI chips in space
Google announced on October 1, 2026, that it launched a prototype satellite developed with Planet into orbit as part of Project Suncatcher, a long-term research project announced in 2025. The satellite, launched via…
2 sourcessfist.comnote.com -
SpaceXAI to rebrand as SpaceXSI after Trump’s executive order
Elon Musk confirmed SpaceXAI will rename to SpaceXSI following President Trump’s September 29 executive order replacing Artificial Intelligence with Super Intelligence. The change reflects Trump’s argument that super…
2 sources HN 10Tom's Hardwarereuters.com -
Reflection AI prepares to release its first open-weight model to rival DeepSeek and Qwen
Reflection AI, a Nvidia-backed startup founded by former Google DeepMind researchers, is preparing to release its first open-weight model, according to an Axios scoop. The model is positioned as a U.S. alternative to…
3 sourcesexplainx.aiaxios.comfinance.yahoo.com -
Author feels sad about ai's impact
Author writes from a late‑night perspective, expressing a sense of hopelessness whenever new AI developments appear on social media. They note that while AI can open doors for startups, it also threatens craft,…
1 source HN 45mondobe.com
Questions about SpaceX
What is the latest SpaceX news?
As of 29 October 2026: Anthropic accounts for over a third of SpaceX revenue in Q3. Bloomberg News, citing a person familiar with the matter, said Anthropic was listed as “Customer B” in a SpaceX filing and supplied 34.5% of the rocket maker’s revenue in the third quarter, overtaking the U.S.
What is SpaceX?
SpaceX is a company expanding its AI capabilities, including a $40 billion equipment-finance lease with Apollo Global Management to purchase Nvidia GPUs and plans to build 440,000 Nvidia Vera Rubin computers for training. Its AI division, called SI or Super Intelligence, has driven a rise in sales. The firm reported a quarterly profit, with net income of $4.4 billion, and secured shipments from ASML for its Terafab chip plant.
How much funding has SpaceX raised?
SpaceX has $40B in reported deals covered by Digest AI: $40B debt financing in October 2026.