Why Reflection AI Pre-Bought $6.3B in SpaceX Compute to 2029
What Changed and Why It Matters SpaceX is now an AI infrastructure provider. Multiple reports say the company will lease compute from its Colossus 2 data center to Reflection AI—an…
Nvidia joins a $54M bet to cut AI data center rollout by 3 years
What Changed and Why It Matters AI isn’t starved of GPUs anymore. It’s starved of power, land, and permits. The long pole is getting sites energized and online. Across the…
The $60B Signal: AI Coding Agents Become Infrastructure
What Changed and Why It Matters In days, AI coding jumped from “tooling” to “infrastructure.” Multiple reports say SpaceX has secured rights to acquire Cursor, the AI coding agent from…