SpaceX Raises $40B for AI Chips — The Bigger Warning
SpaceX says it raised $40 billion to finance AI chips, but the more important signal may be what is happening in the debt market. As lenders grow more selective, access to capital could become one of the biggest dividing lines in the next phase of the AI buildout.
SpaceX AI Revenue Tops Rockets and Starlink — What’s Next
SpaceX's third-quarter results revealed a major shift: AI generated about $7.6 billion, more revenue than rockets and Starlink combined. Now investors have two bigger questions to watch — whether that growth can justify massive capital spending and whether Tesla could eventually become part of the same company.