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テスラ・SpaceXのTerafab、日本企業に数か月納期の装置要求か。HBM製造も計画
テスラとSpaceXの半導体工場Terafabで、日本の装置メーカーに数か月後の納入を求めたという。演算用チップと高帯域幅メモリー（HBM）を製造し、組み立て・検査も集約する構想を掲げる。装置導入後の工程調整が量産の成立を左右する。
SpaceX proposes a $24 billion Texas supercomputer worth 17 times its bitcoin pile
The $24 billion project, which includes an AI supercomputer in Texas with its own gas-fired power plant, is about 17 times the value of SpaceX's bitcoin holdings.
Sequoia's $20B SpaceX stake met one board-seat wall
Sequoia holds roughly $20 billion of SpaceX, and the man who used to run Sequoia now sits on SpaceX's board — audit committee included — without ever asking his old firm for permission. That one skipped compliance check may have walled the whole…
SpaceX plans to catch both Starship stages on Flight 15
SpaceX plans to catch both its Super Heavy booster and Starship back at the launch tower on Flight 15, set for as soon as 13 November, US time.
SpaceX targets 13 November for Starship Flight 15
SpaceX launch chief Kiko Dontchev named 13 November as the Flight 15 target, Eric Berger reports. The launch time and flight plan remain unconfirmed.
Starlink Mobile: All the news on SpaceX’s major mobile carrier ambitions
SpaceX has declared that it’s going to make Starlink Mobile a “major” mobile carrier. The Elon Musk-owned company has already deployed thousands of direct-to-cell satellites, but its next big challenge is building out its 5G network here on Earth. As part of its plans to rival AT&T, Verizon, and…
Musk says government work will be under 10% of SpaceX revenue
Elon Musk said government contracts will make up less than 10% of SpaceX’s revenue this quarter, down from 16.6%. SpaceX now earns most from renting AI computing, with Anthropic its biggest customer, though Anthropic can exit from early 2027. Government contracts will make up less than 10% of…
You know the launch market is tough when satellite companies start building rockets
"The Blacklift rocket is the springboard to significantly expand our total addressable market."
Deutsche Telekom CEO says SpaceX has a massive mountain to climb to compete in mobile: 'Welcome to the party!'
The CEO of Deutsche Telekom, which owns most of TMobile US, said SpaceX will need to spend €200 billion if it wants to offer a mobile network.
9 tech titans took a $150 billion wealth hit during Thursday's AI stock plunge — with Elon Musk alone losing $80 billion
Elon Musk's net worth tumbled by about $80 billion or 9% in one day as Tesla and SpaceX tumbled, and several of his tech peers took wealth hits too.
T-Mobile owner on Elon Musk launching a wireless carrier: ‘Welcome to the party’
The head of T-Mobile's parent company is casting doubt on SpaceX's plans to make Starlink Mobile a "major" carrier in the US. During an earnings call on Thursday, Deutsche Telekom CEO Tim Höttges says he takes the Elon Musk-owned company "super serious," but that it will cost at least $200 billion…
Gelombang Biru Mendominasi Politics AS, Para ‘Tech Bros’ Terpaksa Mencari Lahan Data Center di Antariksa
Kemenangan Demokrat di Texas dan negara bagian kunci infrastruktur AI memaksa perusahaan teknologi mempertimbangkan data center berbasis orbit sebagai alternatif untuk menghindari regulasi yang semakin ketat.
Musk’s midterm candidates lost almost everywhere, Texas included
Elon Musk was the biggest donor of the US midterms, and almost all of his money went to Republicans who lost. Texas, his adopted home and the base of Tesla and SpaceX, elected a Democratic senator and governor. On Wednesday, shares in both companies fell by nearly 4% as the wider market rallied…
Qualcomm Is Building Starlink Mobile’s Base Stations. SpaceX Still Hasn’t Named a Single Tower.
SpaceX picked Qualcomm's Dragonwing hardware for tens of thousands of Starlink Mobile cell sites, with a rollout starting in 2027. We break down what the deal covers, what SpaceX still needs before it can sell you a phone plan, and what changes for carrier customers today.
SpaceX, Qualcomm Ink Deal: 5G Network Launch in 2027
SpaceX and Qualcomm announced today that a deal is in place for Qualcomm’s Dragonwing Cellular Infrastructure to help power Starlink Mobile’s terrestrial base stations, providing a high-powered nationwide 5G network. SpaceX is planning for a US deployment to begin in 2027, with tens of thousands of…
After Texas' blue wave, what happens to Elon Musk and SpaceX?
"Data centers in space looking pretty appealing right now."
SpaceX、Qualcommの基地局技術を採用。2027年から全米数万か所で地上5G展開へ
Starlink Mobileの地上5G基地局にQualcomm（クアルコム）の製品が採用された。2027年から米国内数万か所に展開する複数年契約で、Qualcommは過去最大の5G案件と説明している。
Elon Musk Responds After His Record $474 Million Bet on Republicans Ends in Blowout
Musk reacted to the news as SpaceX and Tesla stock prices fell sharply in premarket trading.
SpaceX wants to be the 4th big U.S. carrier, and they're willing to buy Boost Mobile to get there
Here's what we know about SpaceX's plans so far.
Elon Musk’s SpaceX Reportedly Talking With EchoStar About A Boost Mobile Deal
Elon Musk’s SpaceX has held talks with EchoStar about acquiring Boost Mobile or using its network, according to a report. The move would bolster the standing of the company’s Starlink subsidiary, which had 13.6 million subscribers at the end of the third quarter, a 90% increase over the same period…
