Future Stories

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