# SpaceX > Markdown twin of https://roboterminal.app/companies/spacex · https://roboterminal.app/companies/spacex.md - **Ticker:** SPCX ## On shared sources - [Tesla](https://roboterminal.app/companies/tesla) (39) - [NVIDIA](https://roboterminal.app/companies/nvidia) (18) - [Anthropic](https://roboterminal.app/companies/anthropic) (16) - [xAI](https://roboterminal.app/companies/xai) (14) - [Starlink](https://roboterminal.app/companies/starlink) (13) - [Google](https://roboterminal.app/companies/google) (12) - [OpenAI](https://roboterminal.app/companies/openai) (12) - [Meta](https://roboterminal.app/companies/meta) (8) - [Amazon](https://roboterminal.app/companies/amazon) (7) - [Nebius](https://roboterminal.app/companies/nebius) (6) - [TSMC](https://roboterminal.app/companies/tsmc) (6) - [Microsoft](https://roboterminal.app/companies/microsoft) (5) - [Waymo](https://roboterminal.app/companies/waymo) (5) - [CoreWeave](https://roboterminal.app/companies/coreweave) (4) - [Oracle](https://roboterminal.app/companies/oracle) (4) - [Terafab](https://roboterminal.app/companies/terafab) (4) - [AMD](https://roboterminal.app/companies/amd) (3) - [Cursor](https://roboterminal.app/companies/cursor) (3) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (3) - [LG](https://roboterminal.app/companies/lg) (3) - [Neuralink](https://roboterminal.app/companies/neuralink) (3) - [Apollo](https://roboterminal.app/companies/apollo) (2) - [Apptronik](https://roboterminal.app/companies/apptronik) (2) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (2) - [Hanmi Semiconductor](https://roboterminal.app/companies/hanmi-semiconductor) (2) - [HPSP](https://roboterminal.app/companies/hpsp) (2) - [Intel](https://roboterminal.app/companies/intel) (2) - [Lam Research](https://roboterminal.app/companies/lam-research) (2) - [MiCo](https://roboterminal.app/companies/mico) (2) - [Micron](https://roboterminal.app/companies/micron) (2) - [1X](https://roboterminal.app/companies/1x) (1) - [4iG](https://roboterminal.app/companies/4ig) (1) - [a16z](https://roboterminal.app/companies/a16z) (1) - [Agility](https://roboterminal.app/companies/agility) (1) - [AlphaSense](https://roboterminal.app/companies/alphasense) (1) - [AMI Labs](https://roboterminal.app/companies/ami-labs) (1) - [Applied Materials](https://roboterminal.app/companies/applied-materials) (1) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1) - [ARK Invest](https://roboterminal.app/companies/ark-invest) (1) - [ASML](https://roboterminal.app/companies/asml) (1) - [Astra Space](https://roboterminal.app/companies/astra-space) (1) - [Barclays](https://roboterminal.app/companies/barclays) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Blue Origin](https://roboterminal.app/companies/blue-origin) (1) - [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (1) - [Broadcom](https://roboterminal.app/companies/broadcom) (1) - [Churchill Capital Corp XI](https://roboterminal.app/companies/churchill-capital-corp-xi) (1) - [Coherent](https://roboterminal.app/companies/coherent) (1) - [Credo](https://roboterminal.app/companies/credo) (1) - [Cybercab's AI](https://roboterminal.app/companies/cybercab's-ai) (1) - [Decart](https://roboterminal.app/companies/decart) (1) - [DeepSeek](https://roboterminal.app/companies/deepseek) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [ENF Technology](https://roboterminal.app/companies/enf-technology) (1) - [Figure AI](https://roboterminal.app/companies/figure) (1) - [Firefly](https://roboterminal.app/companies/firefly) (1) - [Github](https://roboterminal.app/companies/github) (1) - [HPE](https://roboterminal.app/companies/hpe) (1) - [Hyundai](https://roboterminal.app/companies/hyundai) (1) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1) - [K2 Space](https://roboterminal.app/companies/k2-space) (1) - [Kalshi](https://roboterminal.app/companies/kalshi) (1) - [Lumentum](https://roboterminal.app/companies/lumentum) (1) - [Marvell](https://roboterminal.app/companies/marvell) (1) - [MaxLinear](https://roboterminal.app/companies/maxlinear) (1) - [Mistral](https://roboterminal.app/companies/mistral) (1) - [Moonshot AI](https://roboterminal.app/companies/moonshot-ai) (1) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1) - [MRVL](https://roboterminal.app/companies/mrvl) (1) - [NASA](https://roboterminal.app/companies/nasa) (1) - [NEURA](https://roboterminal.app/companies/neura-robotics) (1) - [Nomura](https://roboterminal.app/companies/nomura) (1) - [Nscale](https://roboterminal.app/companies/nscale) (1) - [Penguin Solutions](https://roboterminal.app/companies/penguin-solutions) (1) - [Periodic Labs](https://roboterminal.app/companies/periodic-labs) (1) - [RBC Capital](https://roboterminal.app/companies/rbc-capital) (1) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1) - [Shengyi Technology](https://roboterminal.app/companies/shengyi-technology) (1) - [SpaceXAI](https://roboterminal.app/companies/spacexai) (1) - [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (1) - [Stoke Space](https://roboterminal.app/companies/stoke-space) (1) - [Super Micro Computer](https://roboterminal.app/companies/super-micro-computer) (1) - [Supermicro](https://roboterminal.app/companies/supermicro) (1) - [T-Mobile](https://roboterminal.app/companies/t-mobile) (1) - [Taiwan Union Technology](https://roboterminal.app/companies/taiwan-union-technology) (1) - [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [UMI](https://roboterminal.app/companies/umi) (1) - [Unitree](https://roboterminal.app/companies/unitree) (1) - [Western Digital](https://roboterminal.app/companies/western-digital) (1) - [World Labs](https://roboterminal.app/companies/world-labs) (1) - [XPeng robotics](https://roboterminal.app/companies/xpeng) (1) - [Zoox](https://roboterminal.app/companies/zoox) (1) ## Pulse - [@Newsforce on X](https://x.com/Newsforce/status/2113305244692042128) 🇺🇸@ElonMusk revealed on @Tesla’s Q3 earnings call that the company is building an “Optimus Academy” where 10,000-20,000 humanoid robots will practice real-world tasks through self-play and learn fro… - [@frontrunvc on X](https://x.com/frontrunvc/status/2113291039117062214) people who left @OpenAI, @spacexai, @stripe and @Tesla to build something new in stealth on X: 1/ @hyhieu226: ex-openai and xai technical staff, google brain researcher, imo silver medalist. 2/ @rochi… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2113255341815193926) Quite surprised that AI stocks are red considering how strong SpaceX and Meta's earnings were. Fundamentally, both proved that there's zero issues on the demand-side which is a positive step in helpin… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113255299142537283) J.P. Morgan: SpaceX compute capacity expected to reach 99GW by 2031, with 78GW in orbit, up from just 0.8GW in 2025. These numbers are hard to imagine... $SPCX - [@tslaming on X](https://x.com/tslaming/status/2113225914574324107) MERGER NEWS 🚨 Reuters' latest exclusive provides some particularly important details regarding the merger between $TSLA and $SPCX 🔥 According to the report, SpaceX has approached Tesla in recent wee… - [@elonmusk on X](https://x.com/elonmusk/status/2113188655225618459) True https://t.co/GiPHueWem4 - [@rimtoln on X](https://x.com/rimtoln/status/2113179899322061125) IT IS BECOMING F*CKING DANGEROUS: GROK BOT EATS GPT, CLAUDE, GEMINI, LLAMA, DEEPSEEK AND MISTRAL One prompt and Grok 4.7 reads X in real time, holds 500k tokens and bills $2 in / $6 out per 1M. I poin… - [@Newsforce on X](https://x.com/Newsforce/status/2113156933272150208) 🇺🇸 @Tesla is generating strong free cash flow while advancing its AI, robotics, and autonomy roadmap, and @ElonMusk sees major upside in combining it with @SpaceX. Tesla refined its 2026 capital pla… - [@tslaming on X](https://x.com/tslaming/status/2113085003668332647) MERGER UPDATE 🚨 The race against the clock is officially on 🔥 People familiar with the matter say that the special committees from Tesla and SpaceX are pushing to announce a deal in the first half o… - [@tslaming on X](https://x.com/tslaming/status/2113074526154351014) BOOM 🆘 2027 is shaping up to be the brilliant year that Tesla's AI ambitions become real 🔥 On the Q3 earnings call, Elon and the team put dates on almost everything enthusiasts have been waiting for… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2113072852991652130) A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113061269955846459) UBS: We estimate SpaceX will need to spend ~$350B to hit its target for 13GW. $SPCX - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021) $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after… - [@MParekh on X](https://x.com/MParekh/status/2112991448505463283) ‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and… - [@elonmusk on X](https://x.com/elonmusk/status/2112964643593269747) Cool https://t.co/ZQnGN5zY53 - [@pequityresearch on X](https://x.com/pequityresearch/status/2112943745696195021) BofA: SpaceX management is "highly confident" of adding 10GW in CY27, mostly Vera Rubin, would be surprised below 13GW, and sees "non-zero" chance of more than 20GW. That implies $400 billion to $800 … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112915324769358283) This.... https://t.co/9viBtstl6u - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2112891701668814940) WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN: Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines. Solar is a part of it and thin… - [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2112845332359090244) 🚨Elon Musk says SpaceX will attempt to catch both Starship and its Super Heavy booster during the next test flight. https://t.co/FehrxMvDB4 - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112826478564171790) Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Aus… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112811630602129571) SpaceX alone could be buying more Nvidia GPUs than most countries. On the earnings call, Elon Musk said SpaceX is on track to bring roughly 200,000 $NVDA GB300 GPUs online every month for the rest of … - [@tslaming on X](https://x.com/tslaming/status/2112789836788797674) BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordi… - [@elonmusk on X](https://x.com/elonmusk/status/2112781132387529005) Congrats SpaceX team! https://t.co/L5dY4UFxT0 - [@MParekh on X](https://x.com/MParekh/status/2112780951201702169) AI: Anthropic’s $750 Billion Compute Bill, SpaceX’s AI Profit. AI-RTZ #1246 …inside Anthropic’s draft S-1, as SpaceX posts its first profit as a public company https://t.co/I30uT2hyNL https://t.co/ppe… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112762704913977493) Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ - [@tslaming on X](https://x.com/tslaming/status/2112728450230599770) STRONG SIGNAL 🚨 Tesla and SpaceX are building an independent semiconductor supply chain for their Terafab project, tapping roughly ten South Korean suppliers 🔥 According to reporting by The Elec, re… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2112690528445686058) Once again, the GPU depreciation bear thesis is dead. Elon on the $SPCX call: "The value of compute per watt will increase over time, not decrease... that's why you see things like even old computers … - [@tslaming on X](https://x.com/tslaming/status/2112663758216806570) BOOM 🚨 SpaceX and Tesla have formed “special committees” to study a merger of Elon Musk’s two public companies 🔥 “I think it would be a good idea, but at the end of the day the shareholders have to … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112658338278256712) $SPCX: "It is not impossible that we will have a six-month payback period for compute next year." - [@pequityresearch on X](https://x.com/pequityresearch/status/2112657592229015605) $SPCX: "Our belief is that the value of compute per watt will increase over time, not decrease. And the reason that for that, I think it should be obvious to people really is that as you improve the A… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112655101106253856) $SPCX: "I feel highly confident of 10 gigawatts incremental next year, so 13 total. And some number over 20, the probability of achieving that is rising rapidly." - [@pequityresearch on X](https://x.com/pequityresearch/status/2112653380770230724) $SPCX: "what we're aiming for internally, is to make our first sort of test chip functional in approximately May or June of next year. That is just a kind of an SRAM chip or something that basically t… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112651690709328235) $SPCX: "At current pricing, new compute deployments are generating a payback of less than a year. Pricing is currently tracking slightly above the high end of the 30 to $50 per watt range we were disc… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112647139826483617) $SPCX: "maybe it is a small possibility at this point, but it is not zero, of having SpaceX having over 20 gigawatts of superintelligence compute online next year." https://t.co/VjPdIB59R0 - [@pequityresearch on X](https://x.com/pequityresearch/status/2112646742839595017) $SPCX: "I would be surprised if we're brought on less than 13 gigawatts of compute by the end of next year." - [@pequityresearch on X](https://x.com/pequityresearch/status/2112646199564226812) $SPCX: "I think people are starting to realize the constraints on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips." - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112637058003153328) SpaceX: Expanded nameplate compute to 1.7 GW as of September 30, 2026, up from 1.4 GW as of June 30, 2026 and 0.6 GW as of September 30, 2025, as we continued the buildout of COLOSSUS II $SPCX - [@a16z on X](https://x.com/a16z/status/2112625042639167835) AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every le… - [@elonmusk on X](https://x.com/elonmusk/status/2112603906723487744) “Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but th… - [@elonmusk on X](https://x.com/elonmusk/status/2112590295334277253) The value of Terafab’s output will place it in the top 20 of country GDP in a single building https://t.co/9XZXdMZ9iC - [@pequityresearch on X](https://x.com/pequityresearch/status/2112550655000813697) Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL - [@Newsforce on X](https://x.com/Newsforce/status/2112453745002840323) 🇺🇸 @ElonMusk’s two biggest companies, SpaceX and Tesla, report earnings this week. @SpaceX reports today, @Tesla tomorrow. Both are aggressively building for SI: last quarter alone, SpaceX put $15.8… - [@tslaming on X](https://x.com/tslaming/status/2112350161834045479) BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,30… - [@tslaming on X](https://x.com/tslaming/status/2112319325680120008) ENGINEERING NEWS 📡 SpaceX has found prime real estate for its bulkiest chip parts right on top of the chip itself 🛖 Space on a chip is precious, yet the chips that steer a satellite dish's beam hand… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112209030924169723) SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk grows https://t.co/pO2CqlMWnw - [@Newsforce on X](https://x.com/Newsforce/status/2111917296289513879) 🇺🇸 IS A TESLA-SPACEX MERGER CLOSER THAN WE THINK? Kalshi traders now see a 60% chance that Elon Musk’s Tesla and SpaceX will merge before May 1, 2027. One company builds electric cars and robots. Th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111874662041018791) Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111823872723214387) Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, wh… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111525073421299829) I think investors are MASSIVELY underestimating just how constrained we are when it comes to AI infrastructure right now. Ben recently revealed that he was speaking with Amazon CEO Andy Jassy, and whe… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111079965374730596) BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI - [@Scobleizer on X](https://x.com/Scobleizer/status/2110963869845959101) Just remember. You aren’t actually driving the Roadster at all. You are driving a computer and it is telling another computer how to drive the car. It is steer by wire. Brake by wire. Accelerate by wi… - [@tslaming on X](https://x.com/tslaming/status/2110948889876705420) "Roads? Where we're going, we don't need roads." 🛞 The Tesla Roadster launch event has wrapped up, and here is everything you should know from the presentation 🔥 Right out of the gate, flying cars a… - [@Tesla on X](https://x.com/Tesla/status/2110904290743402880) SpaceX has used thrusters to position spacecraft for decades. Making them work in a vehicle instead of a vacuum took all-new hardware & controls. Every usable void in the car is packed with Carbon Fib… - [@elonmusk on X](https://x.com/elonmusk/status/2110877572011844019) Maybe more than 10GW https://t.co/Hm7CNpAwGA - [@elonmusk on X](https://x.com/elonmusk/status/2110789964430786745) Old friends are the best friends. Jensen rocks. The Star Mind computer being co-engineered by SpaceX and Nvidia is far better than almost anyone expects and will reach volume production next year. Wor… - [@Newsforce on X](https://x.com/Newsforce/status/2110784817340039235) 🚨BREAKING: @Barclays says @ElonMusk could announce a merger between @Tesla and @SpaceX before December. The firm expects SpaceX to acquire Tesla in an all-stock deal, leaving Musk with roughly 37% ow… - [@Newsforce on X](https://x.com/Newsforce/status/2110517256996503572) “ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, … - [@Newsforce on X](https://x.com/Newsforce/status/2110471958534221987) “THE CYBERCAB IS THE MOST EFFICIENT VEHICLE EVER MADE!” | THE STACK John Stringer (@teslaownersSV) compares @Tesla's Cybercab with Waymo's Jaguar I-PACE fleet, highlighting the fundamentally different… - [@Newsforce on X](https://x.com/Newsforce/status/2110464408728052207) “TESLA'S ROBOTAXI ROLLOUT IS JUST GETTING STARTED!” | THE STACK John Stringer (@teslaownersSV) and Joseph Jefferson (@SjvTesla) discuss @Tesla's Robotaxi expansion in Austin, with the number of author… - [@elonmusk on X](https://x.com/elonmusk/status/2110123131692048515) True, this is a very big deal https://t.co/nmJohlSybo - [@Newsforce on X](https://x.com/Newsforce/status/2110120899269771434) THE STACK: ROBOTAXIS, BRAIN CHIPS & THE FUTURE OF AI Is @Tesla pulling away from the competition? Can @SpaceX keep breaking launch records? And is @Neuralink bringing science fiction to life? John Str… - [@Newsforce on X](https://x.com/Newsforce/status/2109873012241731632) 🇦🇺 Telecom stocks across Australia and New Zealand fell after @SpaceX unveiled plans to build a satellite-powered mobile network that could compete directly with traditional carriers. The key move i… - [@IEEESpectrum on X](https://x.com/IEEESpectrum/status/2109667479026843904) SpaceX, Blue Origin, Firefly and others face a hard question: can lunar landers be built like an assembly line instead of a one-off? https://t.co/Y3UMgE4NA0 - [@Newsforce on X](https://x.com/Newsforce/status/2109565989285175389) 🇺🇸 @ElonMusk is recruiting chip engineers. He urged world-class chip designers and production engineers to consider joining SpaceX or Tesla. It comes as his companies push ahead with Terafab, a plan… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109499054002680102) AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fu… - [@Newsforce on X](https://x.com/Newsforce/status/2109475391823925266) 🇺🇸 @ElonMusk is recruiting for the massive Terafab semiconductor project in Texas, saying the value of its annual output could rank among the world’s 20 largest national economies. The planned Tesla… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109418778412896455) Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. … - [@Newsforce on X](https://x.com/Newsforce/status/2109356293970403651) 🇺🇸BREAKING: @elonmusk is recruiting world-class chip design and production engineers to join @SpaceX or @Tesla as he pushes to slash the typical 2-year chip cycle and hit 10 designs per year with Te… - [@tslaming on X](https://x.com/tslaming/status/2109286785851465739) How is a lightning-fast pace of 10 chip designs a year even possible? 🤯 💡 Here’s my take: Terafab’s path to faster chip development starts with the research fab at Giga Texas. By bringing mask-makin… - [@elonmusk on X](https://x.com/elonmusk/status/2109271552378220789) If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla. How cool would it be to iterate on designs and customize production machines at lightning speed? https://t… - [@tslaming on X](https://x.com/tslaming/status/2109126792317751750) [ ENGINEERING DESIGN ] 📡 SpaceX was officially granted a design patent (US D1,151,554 S) for an antenna apparatus with an underside folded into a shallow keel 🛰️ The top surface is left blank. The e… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109116746753880192) Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years: "The advancement of any given technology is how many iterations, and how much progress per iteration. How many ch… - [@Newsforce on X](https://x.com/Newsforce/status/2109055848282526009) 🇺🇸EXCLUSIVE: @elonmusk says catching Starship is only the start; the real challenge is to make the rocket quickly reusable. He told @teslaownersSV at @theXtakeover that a long tail of engineering an… - [@Newsforce on X](https://x.com/Newsforce/status/2109054127443444125) 🇺🇸EXCLUSIVE: @elonmusk says the next major Starship milestone after catching the ship is to re-fly both the booster and the ship. He told @teslaownersSV at @theXtakeover that recovering every part o… - [@Newsforce on X](https://x.com/Newsforce/status/2109051368120135796) 🇺🇸EXCLUSIVE: @elonmusk says Starship could have reached orbit on every single previous flight, they just refused to go until they were sure it wouldn’t get stuck in space. He told @teslaownersSV at … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108631643174908249) We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US. https://t.co/Fyc998Nyik - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2108630307662643392) Using now on cross country flight. Game changer... https://t.co/Fyc998O67S - [@Newsforce on X](https://x.com/Newsforce/status/2108398174092071168) 🇺🇸 @ElonMusk’s SpaceX just made a major move to bring satellite phone coverage inside buildings. AT&T's CEO has argued that satellite signals struggle to get through walls, limiting where the techno… - [@joinautopilot on X](https://x.com/joinautopilot/status/2108330231899496571) SpaceX sends their regards RIP $VZ $T https://t.co/hjxyCiAThs https://t.co/e9EY4zHUEM - [@elonmusk on X](https://x.com/elonmusk/status/2108296638263652416) Very big deal https://t.co/AOZ00P5s66 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108193338146894060) Expert Takeaways: Taiwan Union Technology > TUC's top 3 customers are Google, Amazon, and SpaceX. Server business drives 70% of total revenue, while consumer electronics takes 20% and auto/industrial … - [@elonmusk on X](https://x.com/elonmusk/status/2107854307077034294) Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are … This is a crime against the people of Indi… - [@elonmusk on X](https://x.com/elonmusk/status/2107853835528274320) Starlink Mobile (direct-to-cell) V2 satellites are incredible. This @SpaceX constellation will enable more than 100 times the bandwidth of our current V1 system! https://t.co/qX8D73c5Cs - [@tslaming on X](https://x.com/tslaming/status/2107780152528945261) ENGINEERING NEWS 🗞️ SpaceX has found a way to keep 256 cell beams from drifting out of sync in orbit: it holds every beam back until it matches the slowest one 🐢 Your phone was built to talk to a ce… - [@ST_World on X](https://x.com/ST_World/status/2107743523319447813) Connecting remote communities starts with making complex technology feel simple. That’s exactly what the #Starlink terminal does. Learn why SpaceX chose ST to help make this vision a reality and bring… - [@tslaming on X](https://x.com/tslaming/status/2107722203441831944) BREAKING 🚨 Elon Musk just drew a hard line in the sand: Tesla and SpaceX are taking full command of the Terafab. Full stop. From blueprint to active production, his teams run the entire show. If an i… - [@elonmusk on X](https://x.com/elonmusk/status/2107696351794622954) SpaceX talk https://t.co/Fg7CFYgDLj - [@pequityresearch on X](https://x.com/pequityresearch/status/2107691726773031135) SpaceX has deployed approximately 1.0 million Nvidia GPUs across its Colossus I and Colossus II datacenters, expanding total operational compute to 1.81 GW by late September 2026, according to Goldman… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107625472020418611) Elon: We need more chips Jensen! https://t.co/cJEcRCCzj6 - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2107505201225593334) JPM on the potential TSMC collaboration with TSLA/SPCX 👀 https://t.co/1QFV0Zoejk - [@pequityresearch on X](https://x.com/pequityresearch/status/2102912900046160128) In the latest interview with CCTV Finance, Elon Musk stated that the global humanoid robot market will reach hundreds of billions of units, emphasizing that Tesla is in the final stages of mass produc… - [@elonmusk on X](https://x.com/elonmusk/status/2102082011233931762) Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding. When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse. htt… - [@Newsforce on X](https://x.com/Newsforce/status/2101703545636413694) 🇺🇸 @SpaceX is pushing the boundaries of space technology with plans for up to 1 million satellites that could bring massive AI computing power into orbit. Reported FCC details show each Starmind AI … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2101509760424264043) Lawsuit accuses Anthropic, OpenAI, SpaceXAI, Google of AI pacing ‘collusion’ https://t.co/xuwiwpSFm1 - [@joinautopilot on X](https://x.com/joinautopilot/status/2100243113923002590) Breaking: CEO of $NVDA Jensen Huang says cybersecurity will be the next major use case for AI as cyberattacks grow 'exponentially' Nvidia is the most valuable company on Earth at $5.2T as they make al… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2099844126610948535) So many great nuggets of information in this interview with Elon and Gwynne. 1. Elon rules out a slowdown on frontier AI development, instead proposing a cross-lab testing mechanism. I think it makes … - [@martin_casado on X](https://x.com/martin_casado/status/2099624887967224041) OK, let me irritate everyone for a moment ... The non cynical view here is that the labs are trying to navigate impending, unsophisticated federal regulation and a "high strung", well financed doomer … - [@stretchcloud on X](https://x.com/stretchcloud/status/2099353950365643011) xAI skipped Grok 4.7 entirely and went straight to 4.8 at 2.5 trillion parameters. That version jump is not marketing. It signals a training stack reset. The real story: xAI built their model training… - [@MParekh on X](https://x.com/MParekh/status/2098443151056761337) ‘Business as Usual’ in AI. Microsoft, Oracle & SpaceX. ARD #161 ...Microsoft to 38 gigawatts. Oracle on other people’s money. SpaceX by the month. Meta’s Muse, early reviews. $SPCX $MSFT $ORCL $META F… - [@MParekh on X](https://x.com/MParekh/status/2098432836881490200) 'Business as Usual' in AI: Microsoft 38 GW, Oracle Prepayments, SpaceX Rentals & Muse | ARD #161 AI Ramblings Daily podcast #161 on AI-RTZ $MSFT $SPCX $META $ORCL YouTube link with show notes: https:/… - [@stretchcloud on X](https://x.com/stretchcloud/status/2098388085113524594) The shift I keep watching unfold in coding tools finally got a name: persistent coordinator agents. Cursor just shipped Projects. One thread that stays open as long as the work lasts. A coordinator ag… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098198366651883524) Day 3 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies in this article include: Nvidia $NVDA Credo Technology $CRDO Super Micro Compu… - [@Newsforce on X](https://x.com/Newsforce/status/2096621529291223388) 🇺🇸 @SpaceX has surpassed 600 autonomous rocket landings, marking another major milestone in the company’s reusable rocket program. The company completed its 600th successful orbital-class rocket lan… - [@tchsignal on X](https://x.com/tchsignal/status/2096258212169465944) AI Outages Expose a Business Resilience Problem ChatGPT, Claude and Grok all experienced service disruptions during overlapping periods on September 3, but there is no verified evidence that a single … - [@tchsignal on X](https://x.com/tchsignal/status/2095929148908904459) SpaceXAI's Starlink Discount Puts AI Data Center Community Impact in Focus Starlink is offering eligible residents in the Memphis area a 50% discount on monthly Residential service, while new eligible… - [@Newsforce on X](https://x.com/Newsforce/status/2095455511512539279) 🇺🇸 @SpaceX has filed with the FCC seeking permission to fly @Starlink terminals during Starship's 14th flight test, confirming plans for the program's first real attempt at reaching orbit. The FCC f… - [@Newsforce on X](https://x.com/Newsforce/status/2095300748053495829) 🇺🇸 The White House is discouraging major U.S. space companies from attending Emmanuel Macron’s upcoming space summit in Paris. @SpaceX, Stoke Space, K2 Space and Astra were reportedly told attendanc… - [DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in… / X](https://x.com/elonmusk/status/2095223438252413175) Post Log in Sign up Post DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bast… - [@OdinsDeposition on X](https://x.com/OdinsDeposition/status/2094978240360104022) @dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain… - [The Rundown AI on X: "Top stories in AI today: - OpenAI cuts out Cursor after SpaceX acquisition - The Rundown Roundtable: Our AI use cases - Submit your iOS app to the App Store with Codex - Court rejects Pentagon's Anthropic blacklist" / X](https://x.com/TheRundownAI/status/2094372231488872737) Post Log in Sign up Post The Rundown AI on X: "Top stories in AI today: \- OpenAI cuts out Cursor after SpaceX acquisition \- The Rundown Roundtable: Our AI use cases \- Submit your iOS app to the App… - [@serraotweets on X](https://x.com/serraotweets/status/2094229194729238807) @conorsen The startup scene here is going supernova after the latest Saronic and Apptronik rounds. It’s very different than last time - lot of deep tech, defense, hardware etc. It will be interesting … - [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3… - [kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once… / X](https://x.com/HumanoidsHQ/status/2094325624177397929) Post Log in Sign up Post kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Opti… - [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068) SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting f… - [Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): **Tesla is easier to disrupt.** An ASI-first… / X](https://x.com/smsehy/status/2095049471642231262) Post Log in Sign up Post Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, … --- Source: Roboterminal · https://roboterminal.app/companies/spacex.md