📰 Space

The Washington Post

AI companies' capital needs are outrunning available funding as Meta, Alphabet, SpaceX and Anthropic all raise at once.

Space · AI

NBC News

Musk admitted SpaceX throttled Starlink service in Ukraine after first denying it.

Space

Semafor

The riskiest slice of SpaceX's $40 billion debt raise is expected to pay well above 8%, versus about 6% for similarly rated bonds.

Space · AI

Stratechery

Further reading from the day's section on What I'm reading next.

Space

Business Insider

A SpaceX-Tesla merger would combine rockets, cars, robots and AI in one company that investors may struggle to value.

Robotics · M&A · Space · AI

Business Insider

Tesla and SpaceX formed special committees to explore a merger of Musk's companies, a combination worth about $3.5 trillion.

M&A · Space

Business Insider

Starlink is SpaceX's only operating-profit segment, and Musk's mobile-carrier ambitions could turn it into another capital drain.

Space

Business Insider

Musk pledged one SpaceX share to every American child next year, part of AI companies' push for public goodwill.

Space · AI

Business Insider

Elon Musk pledged one SpaceX share to every American child next year, a gift The Information values at nearly $11 billion.

Space

Semafor Business

Semafor's business desk argues the AI boom's next bottleneck is capital, citing CoreWeave's distressed bonds and pricier SpaceX default insurance.

Space · AI

Forbes

Musk's net worth fell on reports SpaceX is seeking $40 billion from banks and investors for Nvidia chips.

Space

Financial Times

SpaceX is reportedly seeking $40 billion in debt to buy Nvidia chips, carrying far more debt relative to profit than Alphabet or Meta.

Space

The Washington Post

Satellite imagery shows the physical scale of the US data center build-out.

Data centres · Space

Vox

Space data center proposals would require so many satellites that stars would become less visible.

Data centres · Space