Spacex

Energy Is the Only Moat: Why the AI Giants Are Paying Billions for Power

Google and Anthropic just agreed to pay SpaceX roughly $2.2 billion a month for compute. The real story is older than AI: whoever controls the power controls the future. Why energy, not algorithms, is the moat.

6/8/20265 min read

aibitcoinipo

SpaceX Goes Public: $75 Billion, Data Centers in Orbit, and the Liquidity Question

The biggest IPO in history is set to price at a fixed $135 per share, with a June 12 debut targeted. The bull case, the pop-or-flop debate, and why crypto holders should care where the $75B comes from.

6/5/20265 min read

aianthropicgemini

AI & Tech News Roundup: May 22, 2026

OpenAI is going public at an $852 billion valuation. SpaceX filed its S-1 targeting a $1.75-2T valuation. Anthropic eyes a late 2026 IPO. Google debuts Gemini Spark as a persistent background agent, and Trump signs an AI cybersecurity directive.

5/22/20264 min read