Policy·
Local opposition stalled $130 billion of data centers, and New York froze permits statewide
Gallup puts local opposition at 71%. Hochul's order pauses 50 MW-plus permits for a year, and PJM's last auction billed data centers $6.3 billion.
Company
SpaceX
RSS 5 articles
First covered Apr 23, 2026, latest Aug 6, 2026
AI·
SpaceX's S-1 revealed who's paying for Colossus. Anthropic just locked in $45B through 2029.
Anthropic is paying SpaceX $1.25 billion a month for Colossus 1 and 2 capacity. The contract runs through May 2029 and books about 83% of SpaceX's revenue.
AI·
Anthropic doubled Claude Code's limits by renting 220,000 GPUs from xAI
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
Hardware·
SpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
Hardware·
Intel's foundry finally has a whale: Musk says Tesla's Terafab will run on 14A
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.