SpaceX’s Terafab will rely on natural gas power plants, not Tesla solar panels
SpaceX and Tesla are building a massive semiconductor fab in Texas that will depend on natural gas power plants, not Tesla solar panels.
SpaceX
Tesla and SpaceX will invest $16.8B to start building ‘Terafab’ chip factory in Texas
After months of speculation, the companies formally announced the massive project will happen just north of Houston.
SpaceX is barely Space and mostly X
Once, I had some questions about why SpaceX, Elon Musk’s healthiest company, acquired xAI, his sickliest one. Now I have some questions about why we’re calling the whole thing SpaceX. Look, what we have here, by revenue, is primarily a telecom company and a company that rents compute, according to SpaceX’s first quarterly earnings statement […]
SpaceX is coming for T-Mobile, AT&T and Verizon
SpaceX is preparing to build a terrestrial mobile network to “acquire quite a few” of the customers now subscribed to T-Mobile, AT&T, and Verizon. The message to compete head-to-head with the US carriers was delivered by SpaceX president Gwynne Shotwell and CEO Elon Musk during the Q&A section of the company’s first earnings call. “The […]
Elon Musk repeatedly one-upped his execs on SpaceX’s first earnings call
Musk kept inflating the already-big promises being made by SpaceX CFO Bret Johnsen and Gwynne Shotwell on the company’s first call.
SpaceX made more revenue as an AI company than a space company
SpaceX’s AI revenue grew more than three times to $2.6 billion from the year before, mostly because of deals that the company made to provide compute to other AI companies, according to SpaceX’s quarterly earnings. The AI division, which the company said in its documents to go public was the source of most of its […]
SpaceX doubles revenue on Anthropic and Google compute deals, Starlink growth
SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.
Judge denies xAI’s request to block Minnesota ban on ‘nudify’ apps
Despite a lawsuit from xAI, a Minnesota ban on apps that allow users to “nudify” images can move forward.
Sam Altman isn’t the only one who wants to pump the brakes on AI
After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments came just days after one of OpenAI’s own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity’s hosts point out, sloppy security seems to have […]