SpaceX

The AI industry has a flair for the dramatic, but even by 2026 standards, Anthropic’s “Code with Claude” developer day in San Francisco was something else. In a single afternoon, the company announced it’s renting the entirety of Elon Musk’s Colossus 1 data center and unveiled a feature called “dreaming” that lets its AI agents review their own work and self-improve between sessions. Both announcements signal very different but equally important shifts in the AI race. ...

A rocket company just dropped $60 billion on a code editor. And somehow, it makes perfect sense. SpaceX announced Tuesday that it has secured an option to acquire Anysphere — the parent company behind Cursor, the AI coding assistant that’s taken over developer workflows — for $60 billion. The alternative: pay $10 billion just for the partnership work. Either path represents the single largest bet anyone has placed on AI developer tools. ...

There’s a new unicorn in AI — and it’s literally in orbit. Starcloud, a Redmond-based startup building solar-powered data centers in space, just announced a $170 million raise at a $1.1 billion valuation. Led by Benchmark and EQT Ventures, the round brings total funding to $200 million and launches what might be the most audacious infrastructure play in AI history. But Starcloud isn’t alone up there. SpaceX has filed FCC plans for up to one million orbital data center satellites. Blue Origin is circling the same idea. Nvidia is providing the chips. And here’s the kicker — Starcloud already has an H100 GPU running Google’s Gemma model in orbit right now. ...