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Goldman Sachs is projecting SpaceX’s AI revenues will grow roughly 100 times by 2030 – from $3.2 billion to $322 billion annually – figures the bank is using to anchor a $1.78 trillion IPO valuation for the company it is simultaneously leading to market.
SpaceX is a space, satellite connectivity, and AI company that acquired xAI effective February 2, 2026, bringing Grok, X, and AI infrastructure under SpaceX.
Morningstar has valued SpaceX at $780 billion, far below the company’s reported $1.75 trillion IPO target. The research firm cited uncertainty around SpaceX’s AI business, Starlink’s long-term prospects, and unproven technologies.
OpenAI is preparing to confidentially file for an IPO that could become one of the largest public offerings in history.
Cursor has released Composer 2.5, an upgraded AI coding model built on Moonshot’s Kimi K2.5 checkpoint. The company says the model improves long-running coding workflows, instruction following, and reinforcement learning techniques for software engineering tasks.
xAI has launched Grok Build, a coding agent and command-line tool aimed at professional software development workflows. The early beta release targets competitors such as Anthropic’s Claude Code as xAI pushes deeper into the AI coding market.
More than 50 researchers and engineers have reportedly left Elon Musk’s SpaceXAI since February following the merger of SpaceX and xAI.
Google is reportedly in talks with SpaceX and other launch providers as it explores deploying orbital data centers under its Project Suncatcher initiative. The discussions reflect growing interest in space-based AI infrastructure and computing capacity.
Elon Musk said xAI will cease operating as an independent company and become fully integrated into SpaceX under a new SpaceXAI structure. The move combines Musk’s AI models, compute infrastructure, and aerospace operations into a single organization.
Anthropic has signed a compute agreement with SpaceX that adds access to more than 220,000 NVIDIA GPUs at the Colossus 1 data center. The added capacity is already being used to raise Claude usage limits and API availability.
Anthropic has signed a deal to access SpaceXAI’s Colossus 1 supercomputer, adding more than 220,000 NVIDIA GPUs to support Claude training and inference workloads.