#spacex

SpaceX to acquire Cursor for $60B in stock, days after blockbuster IPO

SpaceX sẽ thâu tóm Cursor, startup AI lập trình, bằng khoản tiền 60 tỷ USD trả bằng cổ phiếu, ngay sau khi IPO của chính SpaceX. Vụ mua lại nhằm củng cố mảng AI vốn được xây dựng xung quanh xAI của Elon Musk, dù mảng này từng dính tranh cãi vì tạo deepfake không được sự đồng thuận.

Lập trình viên nên đọc bài này để hiểu cách các công ty hàng đầu như SpaceX tích hợp AI vào hệ sinh thái phát triển phần mềm, từ đó tìm hiểu những xu hướng mới trong công nghệ lập trình và cách ứng dụng trí tuệ nhân tạo trong việc tối ưu hóa code, tăng hiệu suất và mở rộng khả năng của ứng dụng.

SpaceX draws $89 billion in demand for its debut bond sale, one of the largest US offerings this year

SpaceX attracted $89 billion in investor demand for its debut investment-grade bond sale, seeking to raise $20–25 billion across five tranches to refinance a $20 billion bridge loan. The bridge loan had earlier been used to retire high-interest junk debt from X and xAI. All three major credit rating agencies assigned SpaceX investment-grade ratings, citing Starlink's 12 million subscribers and dominant launch position, while flagging AI expansion risks and governance concerns. The bond sale follows SpaceX's record-breaking $75 billion IPO two weeks prior, meaning the company could raise roughly $100 billion from public markets in under a month — an unprecedented feat. SpaceX reported $101 billion in cash but also a net loss of nearly $5 billion in 2025 and negative free cash flow of $14 billion, driven largely by AI division spending. The company also recently acquired AI coding startup Anysphere, maker of Cursor, in a $60 billion all-stock deal.

SpaceX Reflection AI deal: $6.3bn for compute

SpaceX has signed a $6.3bn compute deal with Reflection AI, an open-source AI startup founded in 2024 by former Google DeepMind researchers. Reflection will pay $150mn per month to rent Nvidia GB300 chips at SpaceX's Colossus 2 data center in Memphis through 2029. Notably, Nvidia is on both sides of the deal — supplying the hardware and having invested ~$800mn in Reflection. SpaceX is rapidly becoming a compute landlord, with existing rental contracts with Anthropic (~$1.25bn/month) and Google (~$920mn/month), giving it over $80bn in committed compute revenue through 2029. Reflection, valued at $8bn after a $2bn raise last October, is now raising again at a $25bn valuation despite not yet shipping a public frontier model.

Masayoshi Son dismisses Musk’s space data centres as an AI-race bet

SoftBank founder Masayoshi Son publicly dismissed the concept of orbital data centres at a shareholder meeting, arguing the economics don't work. While space offers cheaper solar electricity, the costs of launching hardware, maintenance, and communication latency far outweigh the savings. Son also stressed that the AI race will be decided in the next few years, not a decade out — making long-horizon space projects irrelevant to the current competition. His comments implicitly target Elon Musk and Jeff Bezos, who have both championed orbital data centre concepts. SpaceX has itself acknowledged viability risks in filings. Son frames rivals pursuing space infrastructure as distracted from the contest that actually matters now.