Thursday, April 23, 2026

SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters)

Reuters:
SpaceX's S-1 excerpts list “manufacturing our own GPUs” among the “substantial capital expenditures” it is undertaking, with the size of the expenditure TBD  —  SpaceX may be tackling one of the biggest challenges in the chip business: manufacturing the keys …



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...