Future Stories

%he Trump administration has most pegged the near term price tag for Golden Dome’s objective architecture at approximately $185 billion. 60% of this will be in space for about 1200 satellites and then scaling to 7500 interceptors and then replacements every five years. Last year, President Trump put forward a $175 billion figure, which he ... Read more

The AI-Driven Valuation Explosion will go beyond Nvidia $5 Trillion. In May 2026, we have multiple companies valued at $3–6 trillion. We will have $10 trillion companies by the end of 2026 and $50 trillion companies by 2028. NVIDIA (~$5.2T), Alphabet (~$4.6T), Apple (~$4.5T), and Microsoft (~$3.3T), with Amazon close behind at ~$2.9T. This is ... Read more

Theo is an AI practitioner. He and his team use the AI to code for their own startup. He personally uses over $500/month of API compute and members of his team use $2000/month. He indicates the shift for Anthropic was Claude 4.5 becoming really useful. The pricing then shifted and they bumped everyone up by ... Read more

How much of a gamechanger is the Anthropic deal with SpaceX? What is the income statement impact ? What is likely to happen for the SpaceX IPO pricing and trading on the day and for the rest of the year. As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and ... Read more

Anthropic is likely at 75-90% profit margin most of the time on user subscriptions. Most users are likely in the 10-50% usage levels and some don’t use it all just like stored balance credit cards. This means that AI data center operators at 60-80% profit margin or chip and memory makers in the same range ... Read more

Anthropic has introduced Claude Opus 4.8. It builds on Opus 4.7 with improvements across benchmarks, and is a more effective collaborator. It’s available today for the same price. Opus 4.8 launches alongside several new features. Users on claude.ai now have control over the amount of effort Claude puts into a task. Claude Code has a ... Read more

New York, USA, 28th May 2026, CyberNewswire

Elon is saying SpaceX built its own super-optimized AI training software from scratch in the C programming language. It is 10 times faster than Google JAX framework. It’s designed to run on a massive cluster of 220,000 cutting-edge NVIDIA GB300 GPUs connected by ultra-fast 800G networks. They use pipeline parallelism and get as close to ... Read more

Elon Musk and SpaceX Have the High Ground. How much will that matter? SpaceX already has almost all of the satellites and launches. He will is making them ten to 100 times better in the year or two. Are the bears right when they say that SpaceX will only be a bit more profitable than ... Read more

Frankfurt am Main, Germany, 27th May 2026, CyberNewswire

I have an article about replatforming and how business can become radically bigger, faster and more profitable with new technologies and processes. But here we focus on actual transformation and step changes to the world and industries. The Industrial revolution had 10-20X the annual GDP growth rate of the Agrarian or pre-industrial ages. The stone ... Read more

In order to understand the addressable market case for many of the AI and space markets you must understand replatforming. Replatforming is when a fundamentally better technology platform displaces or layers on top of the old infrastructure and business models. It wins because it offers lower costs, vastly better scalability, broader accessibility, and new capabilities ... Read more

SpaceX will be able to more than double its revenue every year from 2026-2028 and beyond. Most of the revenue and profits will come from AI. AI infrastructure at the data centers they build 4 times faster than competitors and at thousands of Tesla energy locations and then in space. This will enable more revenue ... Read more

XAI AI data center economics are even better when you can start a project and finish it in 12 months and get it rented and paid off while competitors are still building. An active AI Gigawatt of data center in the hand is worth $20 billion per year while an under construction Gigawatt data center ... Read more

XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by ... Read more

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ... Read more

Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ... Read more

The twelfth flight test of Starship is preparing to launch Friday, May 22. The 90-minute launch window will open at 5:30 p.m. CT. Yesterdays, attempt was cancelled because the launch tower had a pin that did not retract. A live webcast of the flight test will begin about 45 minutes before liftoff, which you can ... Read more

Torrance, United States / California, 19th May 2026, CyberNewswire

New York, United States, 19th May 2026, CyberNewswire

CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province — CATL’s headquarters city — the expansion project will add 40 GWh of annual production capacity for sodium-ion ... Read more

AI giant wafer chipmaker Cerebgas is raising its IPO price $185 per share instead of earlier $150-$160 price range. The order book was oversubscribed 20+ times. Bloomberg reports they are offering 30 million shares and will raise ~$5.55 billion. The order book is over 20x+ oversubscribed. Cerebras will try to challenge NVIDIA. Amazon plans to ... Read more

Sonny White (Harold G. “Sonny” White) has solid credentials as a NASA veteran but is viewed as a highly speculative researcher in the broader scientific community. His work on advanced propulsion (especially warp drive concepts) generates excitement in enthusiast and media circles. For people who freak out about me platforming Sonny White, they should know ... Read more

Sonny White and the Casimir Team have created nanostructures to get microwatts of continuous energy (could last centuries or millenia) by leveraging the Casimir force. In Casimr Energy there are fewer virtual particles between plates with a tiny gap which creates a force by having more virtual particles outside it. The first-generation microsparc delivers performance ... Read more

The FCC approved the $24 billion Echostar sale of spectrum to ATT and the $20 billion cash and stock sale of spectrum to SpaceX. The FCC approved it for US customers to get faster speeds, increased coverage, stronger competition, and innovative new services direct from next-gen satellites straight to your smartphone. Thanks to President Trump, ... Read more

DUBAI, UAE, May 11th, 2026, TechnologyWire OTT Cybersecurity LLC, the company behind Lyrie.ai, today announced several milestones that together position the company as foundational security infrastructure for the agentic AI era: the deployment of a real-time zero-day tracking and disclosure system designed to notify affected organizations of active exploit activity; acceptance into Anthropic’s Cyber Verification ... Read more

In May, 2025, Trump’s Middle East tour (Saudi Arabia, Qatar, UAE) where he brought 40+ executives including tech/finance heavyweights like Nvidia’s Jensen Huang, OpenAI’s Sam Altman, Boeing, Amazon, Blackstone, resulted in major announcements for the big CEOs. May 2025 Middle East Deals were announced on-site or within days. Massive investment pledges into the U.S. — ... Read more

The bear cases against Tesla are being defused and destroyed. Profit Margin Back Over 20% and Increasing. Car sales increasing in China and Europe. Car exports from China increasing. More margin from FSD. FSD TAM will double in Q3. 500,000+ quarterly car sales can finally happen. Robotaxi unsupervised making steady progress. Tesla Semi mass production ... Read more

SpaceX has its second attempt to conduct a Wet Dress Rehearsal (WDR) for the Flight 12 full stack vehicle (Booster 19 and Ship 39) today. First full stack of Starship V3 pic.twitter.com/l2s7U7ndCs — SpaceX (@SpaceX) May 9, 2026 Starship and Super Heavy V3 together at the Starbase launch pad for the first time pic.twitter.com/YGs81Ud5xB — ... Read more

SpaceXAI has launched a multi-billion dollar business that will let them make $100 billion in 2027 and trillions by 2030. Huge sustainable profits that will be many multiples of Amazon and Coreweave. XAI renting 300MW to 445 MW of colossus 1 data center. Dedicated AI data centers rent for ~2 to 2.4 X the cost ... Read more

The US government has released some of the UFO files. Some really interesting ones are the three dots in a photo taken during Apollo 17. Apollo 12 lunar photos: Multiple images flagged as anomalous, including strangely shaped objects or lights captured on film during the mission. Users call these “wild” and are posting close-ups. “Yes. ... Read more

The economics of Tesla Semi versus Diesel Trucks. It is $40000 for two overnight chargers or $188000 for two chargers for 30 minute charging. Tesla has just introduced Semi Charging for Businesses. Pricing starts at $40,000 for 2 Basechargers or $188,000 for two Megachargers. Options: Megacharger Cabinet With Megacharger Post: • Max DC output: Up ... Read more

Nvidia Vera Rubin platform with the Rubin GPU and Vera CPU is a full-stack systems with CPO. It is the next-gen successor to Blackwell. The Vera CPUs are for agentic workloads. There is Groq LPU integration for inference disaggregation. there is projected $1T in combined Blackwell/Rubin orders through 2027. It will have 10x better inference ... Read more

Tesla now has at least 38 unsupervised robotaxi. Austin is up to 27 unsupervised, which is over half of the 53 robotaxi. The count from robotaxitracker is likely only 70% or less of the actual based upon how many Waymo vehicles have been confirmed out of 200 expected vehicles. Tesla FSD 14.3.2 is rolling out ... Read more

XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will ... Read more

Cambridge, MA, 5th May 2026, CyberNewswire

Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 ... Read more

During a high-volume deluge test on the new Orbital Launch Pad 2 one of the methalox gas generators that supplies high-pressure nitrogen for the deluge system exploded. The explosion sent roof panels and debris flying. There was the target launch of May 12 for the 12th SpaceX Starship flight. This could be delayed by 1-2 ... Read more

Tesla has added another 7 unsupervised robotaxi in Austin, Dallas and Houston. There are hundreds parked and ready to be added. This is likely an undercount because the crowdsourcwed robotaxitracker.com miss over half of the supervised vehicles for Tesla and Waymo. Just getting Dallas and Houston to the Austin level with population and other adjustments ... Read more

SpaceX Starship Flight 12 is scheduled to launch May 12, 22:30 UTC / 17:30 CDT An advisory has appeared on the CADENA Operational Information System. – NEW Trajectory – Afternoon Launch Window.

Semianalysis AI Value Capture – The Shift To Model Labs Anthropic is now making $44 billion per year run rate and this is heading to $100 billion per year by the end of 2026. As of today, Memory SOCAMM contract pricing paid by Nvidia at ~$8/GB in 1Q26, a sharp step-up from 4Q25 to 1Q26. ... Read more

SpaceX Starlink can get a billion customers. Their total market is not only 50 million or their current 12 million. They can get 100X as many customers. This will drive more customers, revenue and profits. For the poorest people in rural India and Africa, SpaceX can match the $5 per month charge for a few ... Read more

The S&P Dow Jones Indices has officially proposed rule changes where megacaps like SpaceX will be included into the index in 6 months instead of 12 months. This would align also with the unlocking of shares of many SpaceX SPV investors after 6 months. When Tesla was included into the SP500 the shares went up ... Read more

Torrance, United States / California, 1st May 2026, CyberNewswire