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SpaceX is revamping its data center buildout to prioritize reliability over speed after outages hit compute customers like Google. Meanwhile, the UK awarded SpaceX a $40 million Starshield and Starli…
Alphabet holds a massive $94.2 billion stake in SpaceX following a 100-fold return on its initial 2015 investment. The partnership strengthens Google's reach via Starlink and expands infrastructure t…
CoreWeave (CRWV) beat Q2 estimates, narrowing losses and hitting revenue targets, sending shares up 18% premarket. Backlog rose to $104B, but new competition from SpaceX and potential Meta capacity r…
CoreWeave reports Q2 earnings amid slowing growth concerns and new competition from SpaceX renting AI compute to Anthropic and Google. Meta is also weighing entering the compute-leasing market, which…
SpaceX's planned AI data center expansion boosts bullish outlook for Nvidia. Strong Q1 FY2027 earnings beat estimates, robust guidance, and 43 of 47 analysts maintain Strong Buy ratings, signaling co…