Company intelligence / Live profile

SpaceX

Track SpaceX's role in the AI economy through Superpower Daily reporting on infrastructure, business, and startups. This live company page updates automatically as new launches, partnerships, product moves, and market signals are published.

Official site

Latest signalSpaceX Builds a Texas Foundry to Cut AI Data-Center Turbine Delays by Up to 18 MonthsSep 5, 2026 / 3 min read

Published coverage17 stories

Last 90 days15 signals

Coverage dates12 days

Profile statusActive desk

Latest coverage

What is moving at SpaceX.

View all stories

01 / Sep 2, 2026

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

02 / Sep 2, 2026

U.S. Data-Center Construction Hits $75B Annual Pace as AI Buildout Meets Bottlenecks

03 / Aug 28, 2026

OpenAI Proposes November 12 End to Cursor Model Access After SpaceX Deal

Aug 27, 2026Business

Acquisition Business

Musk’s SpaceXAI Pairs Grok 4.6 With a $60B Cursor Plan, as Safety Concerns Persist

The merged business is building its model and coding footprint at scale, but recent misuse reports and a low external assessment put its safeguards under sharper scrutiny.

3 min

Aug 26, 2026Startups

Startups

Anthropic’s Reported $30 Trillion IPO TAM Would Turn Labor Tasks Into Its Market

A colossal market figure shifts the IPO conversation from near-term sales to the boundaries of what counts as an AI market.

2 min

Aug 22, 2026Startups

Acquisition Startups

Cognition CEO Denies SpaceX Buyout Talks, Leaving a Possible Compute Tie Unresolved

The public dispute leaves no announced transaction. The only potential continuing connection described is a collaboration in which Cognition could use SpaceX computing capacity.

3 min

Aug 22, 2026Infrastructure

Research Infrastructure

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

The forecast suggests the AI race is becoming a long-duration infrastructure commitment, not a short server cycle. The financial test is whether demand, utilization and cash flow can catch up with the capacity now being planned.

3 min

Aug 22, 2026Infrastructure

Partnership Infrastructure

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

The planned MI450 deployment gives AMD a major prospective customer for its new Helios rack. Converting that commitment into shipped, working systems and revenue is the test of whether AMD can narrow Nvidia’s infrastructure advantage.

3 min

Aug 22, 2026Infrastructure

Security risk Infrastructure

AI Agents Are Turning the Web Into an Infrastructure and Security Test

Autonomous systems are driving more model calls, more web activity and new shared-service risks—while the tools for proving who created online content remain incomplete.

4 min

Aug 21, 2026Business

Funding Business

Anthropic’s IPO Pitch Faces Two Tests: Compute Growth and Enterprise Data Control

A reported offering that could rival SpaceX’s record would fund a business dependent on data-center expansion. But the company’s enterprise challenge is more specific: give customers more control over sensitive data without ending its reported retention policy.

4 min

Aug 21, 2026Startups

Funding Startups

Starcloud Has $250 Million for Orbital AI. It Still Needs a Ride.

The startup is financing factories, satellites and launch reservations at once. Its near-term 2027 missions are smaller tests; the data-center-scale ambition still rests on Starship becoming a frequent commercial launch option.

3 min

Key developments

The company timeline.

AcquisitionsAug 13, 2026

SpaceX acquires xAI in all-stock deal; Nvidia's xAI stake converts to SpaceX Class A shares

SpaceX completed an all-stock acquisition of xAI; an August 14 SEC filing shows Nvidia's xAI shares converted into approximately 122.8 million SpaceX Class A shares.

AcquisitionsMar 31, 2026

SpaceX agrees to acquire Cursor developer Anysphere for $60 billion

SpaceX agreed to acquire Anysphere, the developer of Cursor, for an implied equity value of $60 billion. Anysphere is expected to become a wholly owned SpaceX subsidiary, with shareholders receiving SpaceX Class A stock.

Connected coverage

Companies in the same signal stream.

OpenAI8 shared stories

Anthropic7 shared stories

xAI5 shared stories

Meta3 shared stories

CoreWeave2 shared stories

Google2 shared stories

Your company watchlist

Superpower Daily

Your reading space

SpaceX

What is moving at SpaceX.

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

U.S. Data-Center Construction Hits $75B Annual Pace as AI Buildout Meets Bottlenecks

OpenAI Proposes November 12 End to Cursor Model Access After SpaceX Deal

Musk’s SpaceXAI Pairs Grok 4.6 With a $60B Cursor Plan, as Safety Concerns Persist

Anthropic’s Reported $30 Trillion IPO TAM Would Turn Labor Tasks Into Its Market

Cognition CEO Denies SpaceX Buyout Talks, Leaving a Possible Compute Tie Unresolved

UBS Sees $4.1 Trillion AI Infrastructure Buildout Through 2028

Anthropic Plans Up to 2 GW of AMD AI Capacity. Nvidia Still Has the Lead.

AI Agents Are Turning the Web Into an Infrastructure and Security Test

Anthropic’s IPO Pitch Faces Two Tests: Compute Growth and Enterprise Data Control

Starcloud Has $250 Million for Orbital AI. It Still Needs a Ride.

The company timeline.

SpaceX acquires xAI in all-stock deal; Nvidia's xAI stake converts to SpaceX Class A shares

SpaceX agrees to acquire Cursor developer Anysphere for $60 billion

Companies in the same signal stream.

Keep SpaceX in your personal briefing.