According to SawyerMerritt, SpaceXAI’s Minihard in Tennessee packs 220,000 Nvidia GB300 GPUs in a denser build with Tesla Megapacks for grid stability.

According to Sawyer Merritt, Elon Musk told SpaceX staff they must win on AI as robots and automation define the future in a new all-hands video.

According to SawyerMerritt, Musk said SpaceX AI revenue will top other revenue in September and surge ahead in Q4 during a recent all-hands video.

According to CNBC, analysts boosted Nvidia on AI server demand while flagging Apple, Tesla, and SpaceX catalysts across chips and robotics.

According to SawyerMerritt, Morgan Stanley sees SpaceX’s Cursor-Grok stack lifting AI valuation, with a 330% upside toward a $600 bull case.

According to @CNBC, Argus upgraded SpaceX citing AI investments expected to pay off and urging investors not to bet against Musk.

According to SawyerMerritt, flyers choose layovers and pay more to get Starlink-equipped flights, signaling premium demand for in-flight connectivity.

According to TheRundownAI, SpaceX touts lunar robot factories, DoorDash taps gig loaders, Xiaomi open-sources a robot brain, and startups fill humanoid gaps.

According to @CNBC, SpaceX sticks with Nvidia GPUs for AI, signaling tight supply chains and edge compute bets that could pressure AMD in 2026.

According to @CNBC, SpaceX increased Tesla Megapack buys in Q2 to power AI data centers, cutting grid strain and boosting uptime, as reported by CNBC.

According to @CNBC, Nvidia shares rose on AI server demand, while SpaceX earnings failed to lift its valuation, signaling divergent hardware AI bets.

According to @CNBC, analysts spotlight Nvidia, AMD, Apple, and Arista as AI growth plays, with SpaceX noted for satellite data scale, per CNBC report.

According to CNBC... SpaceX stock fell over 10% premarket as rising AI capex overshadowed an expectation-beating quarter, pressuring margins and cash flow.

According to @CNBC, SpaceX fell over 8% after heavy AI infrastructure spending raised cost concerns and pressured near term margins, per CNBC.

According to @CNBC, investor concern grows as SpaceX ramps AI spend, promising fast returns via Starlink automation and launch ops efficiency.

According to SawyerMerritt, SpaceX targets 10GW compute by 2025 and standardizes on Nvidia Vera Rubin, signaling massive AI training scale.

According to SawyerMerritt, SpaceX AI revenue hit $2.56B with positive $1.14B EBITDA as capex surged to $15.8B, driven by cloud deals worth $14.1B.

According to @SawyerMerritt, SpaceX touts $100B cash and margin gains led by new AI compute agreements, signaling aggressive infra and Starlink investment.

According to SawyerMerritt, SpaceX now has 1.4GW nameplate compute, signaling massive AI and HPC expansion with potential data center scale-up.

According to SawyerMerritt, SpaceX Q2 revenue rose 92% YoY to $7.8B, with AI, Connectivity growth and $14.1B cloud contracts driving enterprise demand.