The Ledger
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SpaceX leases entire 300MW Colossus One compute capacity to Anthropic
“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”
Morris: SpaceX is targeting a $50B raise at a $1.5T valuation
“Yeah, I mean, we're hearing 50, potentially raising fifty billion at a 1.5 trillion valuation.”
Roy: SpaceX floated under 5% of shares in its IPO
“Remember, they brilliantly went out to the market saying it is worth this ungodly valuation and kind of anchoring things there, only releasing less than five percent of actual available shares to the market to actually create that kind of artificial restricted…”
Kantrowitz: Over 20% of SpaceX IPO allocation went to retail investors
“So more than 20% of the IPO allocation went to retail investors, which means, and this is sort of where the negative side of it is, the risks typically borne out by government and venture capitalists are now being Born out by everyday investors”
Costolo: SpaceX could be worth over $2T on day one
“When SpaceX goes public, and I think it'll actually, could you could, it could end up being worth over two trillion dollars on day one, whether that's a fake price or not.”
SpaceX will hold its initial public offering before OpenAI and Anthropic
“SpaceX will be the one that IPO is first out of this. I think we could both agree there.”
Hoffman: Bankers will likely raise $80 billion for SpaceX's upcoming IPO
“That giant sucking sound you're gonna hear in the markets, you know, this May and June is, is, Bankers running around asking for eighty billion dollars, which, by the way, I think they'll get.”
Siegler: xAI and SpaceX merger sounds likely and may be announced this week
“If they really do merge with SpaceX, which it does sound like now, is gonna happen, and may even be announced this week, which is insane how fast that that came together, if it comes together in that way.”
SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion
“And remember, this is a company with an 18.7 billion dollars of revenue total. I mean, Amazon, it surpassed its market cap. Amazon has seven hundred fifty billion dollars in revenue. Like this is a company that's losing four billion dollars.”
Kantrowitz: SpaceX Signed $15B Anthropic and $30B Google Data Center Deals
“Then in the run-up to the IPO, the company signed a fifteen billion dollar deal with Anthropic, a thirty billion dollar deal with Google to license out the data centers that it's built for its own AI efforts,”
Siegler: SpaceX Will Go Public Within Days
“That a lot could change in between now and the time that they would go out, but SpaceX is going to go public, you know, this week, the end of this week or early next. And so or maybe the 11th, you know, at the latest or whatnot.”
Roy: SpaceX S-1 shows Anthropic committed to $1.25B monthly spend
“In the SpaceX S one document, they talk about how Anthropic has agreed. And this is one of the big, like revenue boosters for them. To spend 1.25 billion dollars per month through May 2029. But they explicitly say in May and June, 2026, it is at a reduced fee.”
Roy: SpaceX is targeting a $40B to $80B IPO raise
“Again, like SpaceX is targeting a raise between 40 and eighty billion dollars.”
SpaceX Raised Over $85 Billion in Largest IPO Ever
“Largest IPO ever, raising more than eighty-five billion dollars at a 1.77 trillion dollar valuation.”