05/02/2026
Our newest article on LinkedIn:
SpaceX's acquisition of xAI isn’t about AI in space or sci-fi data centers.
It’s about energy, infrastructure, and who controls the full stack when AI outgrows Earth’s comfort zone.
The headlines are loud — the fundamentals are much more interesting.
Over the last few days, headlines have been loud: SpaceX acquires xAI. Predictably, commentary followed well-worn paths — "AI in space," "orbital data centers," "sci-fi megamergers" — or the opposite extreme: this makes absolutely no sense.