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AppViewX Launches Agent Identity Security to Govern Agents for the AI and Quantum Era

Next Big Future - Tue, 06/16/2026 - 09:00
New York, United States of America, 16th June 2026, CyberNewswire
Categories: Outside feeds

Power is Everything in AI. $100 Billion Per Gigawatt of Data Center

Next Big Future - Tue, 06/16/2026 - 02:59
The AI race is shifting from who has the best model to who can actually deploy and access the most reliable gigawatts of compute at scale. In a recent All-In podcast episode, Chamath stated that a full 1 GW AI data center now costs around $100 billion to build. The Milk Road AI post you ...

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Elon Musk 4.04X Richer than Second Place. Gates Never Did It.

Next Big Future - Mon, 06/15/2026 - 19:32
Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over ...

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SpaceX 6th Biggest Most Valuable and Tesla 10th

Next Big Future - Mon, 06/15/2026 - 17:38
SpaceX is more valuable than TSMC, Meta and is almost as valuable as Amazon. Tesla is the tenth most valuable company. The key for SpaceX to scale near term revenues and profits is with Artificial intelligence, Cursor AI compute revenue and AI data center rentals.
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SpaceX is at $213 and About $2.8 Trillion in Valuation

Next Big Future - Mon, 06/15/2026 - 16:42
The valuation conversion from SpaceX to Echostar is being suppressed with the $5 billion short position and the fears from missing the June 1, 2026 debt payment of $183 million. This missed payment triggered a 30 day grace period. A few days ago, I had said that SpaceX was going to over $200 per share. ...

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The Case that SpaceX Shares are Halfprice Inside of Echostar

Next Big Future - Mon, 06/15/2026 - 11:28
The Echostar spectrum continues to go fine adding about $130 million six times per day. SPCX becomes marginable on July 13th. Does that become a catalyst date for SATS as people unwind their short position (to short SPCX directly if they are trying to hedge their SPCX exposure)? SpaceX price updated from $160.95 → $173.7 ...

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Oil Flows and Market Impact and Hormuz Flows

Next Big Future - Mon, 06/15/2026 - 10:54
There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US ...

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Elon Says $1 Trillion Revenue for SpaceX in 2030 Like I Have Projected

Next Big Future - Mon, 06/15/2026 - 01:49
Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to ...

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SPACEXAI 5 Data Center Locations + More Energy + Rubin Chips = $300 + Billion Revenue Runrate

Next Big Future - Sun, 06/14/2026 - 20:23
SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus ...

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Youtube Needs to Give Creators Processes to Prevent Hijacking and Have Fast Recovery

Next Big Future - Sun, 06/14/2026 - 16:07
Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about “Elon Musk’s First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price.” This guy has never had any live streams before and his first live stream is ...

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Is Echostar a Way to Get SpaceX at $80-113 Per Share ?

Next Big Future - Sat, 06/13/2026 - 13:24
I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 ...

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SpaceX IPO Up 20% and Brian Wang Analysis Ahead of BG2 and Big Venture Capitalists

Next Big Future - Fri, 06/12/2026 - 21:13
My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad ...

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SpaceX IPO Day Started at $150 and is Now $175

Next Big Future - Fri, 06/12/2026 - 13:01
SpaceX is at $2.2 trillion in valuation after IPO at $135 ($1.75 trillion). Elon Musk has over $1.1 trillion in net worth.
Categories: Outside feeds

Live Rental Prices for H100 and Other GPUs Increasing

Next Big Future - Fri, 06/12/2026 - 12:58
Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months.… pic.twitter.com/XayxYXWcZ6 — SemiAnalysis (@SemiAnalysis_) June ...

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SpaceX IPO in Hours. Going to the Moon, $200+

Next Big Future - Fri, 06/12/2026 - 01:20
SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang ...

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Categories: Outside feeds

SpaceX is Already an AI Leader – AI Cloud Revenue Leader in 2027

Next Big Future - Thu, 06/11/2026 - 16:39
Why Analysts Are Getting SpaceX Wrong – Most analysts are feeling one part of the elephant understand space but not AI or understand neither – S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot – Many still exclude the new AI contract revenue from 2026 projections – JPMorgan, Morgan Stanley, ...

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What Must You Know Before the SpaceX IPO?

Next Big Future - Thu, 06/11/2026 - 11:25
What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out ...

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Criminal IP at Infosecurity Europe 2026: Introducing AITEM, the Next Chapter of Attack Surface Management

Next Big Future - Thu, 06/11/2026 - 10:00
Torrance, United States / California, 11th June 2026, CyberNewswire
Categories: Outside feeds

Why SpaceX Needed $75 Billion from the IPO and Changed Strategy for AI in 2027 and Beyond

Next Big Future - Wed, 06/10/2026 - 21:39
SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may ...

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