SpaceX reports 2Q26 results; cloud infrastructure, CapEx metrics revealed September 23, 2026 Philbert Shih SpaceX reported its 2Q26 results, which provided details about the early-stage AI business, which is... Read more...
2Q26 IB: SpaceXAI to be a cloud computing provider? Not likely August 28, 2026 Philbert Shih SpaceX signed three cloud infrastructure deals in the recent quarter as it unexpectedly, and perhap... Read more...
Meta reported to be in talks with Anthropic, possibly for cloud; hires AWS compute executive July 27, 2026 Philbert Shih Media reports point to more activity at Meta as it looks to build out cloud computing capabilities. ... Read more...
Meta reported to be building cloud computing infrastructure business; SpaceXAI template sign of opportunism or committed push into cloud? July 16, 2026 Philbert Shih Media reports indicate that Meta is pushing forward to build a cloud computing business that would s... Read more...
Anthropic at $965b valuation after latest funding, releases Opus 4.8, opens Milan office, files confidential S-1 June 11, 2026 Sacha Kavanagh Anthropic raised $65b in Series H funding led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia... Read more...
Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic June 1, 2026 Philbert Shih Anthropic and SpaceXAI, the AI arm of SpaceX, confirmed a new partnership for AI computing infrastru... Read more...
