… Then, just as SpaceX filed its IPO paperwork with the SEC on May 20, Anthropic further expanded the deal. We’re expanding our partnership with @SpaceX , and will be scaling up on GB200 capacity in Colossus 2 throughout June. …
… And all of this is happening as SpaceX prepares for its IPO in June, expected to be the largest in history . …
… With SpaceX reportedly eyeing a $1.75 trillion valuation at IPO, and OpenAI and Anthropic potentially not far behind, what will the impacts be on the broader market? …
… SpaceX’s IPO filing last week said that revenue for its government connectivity business dropped in the most recent quarter. SpaceX’s overall connectivity revenue in Q3 2026 was $3.3 billion, a year-over-year increase of $782 million. …
… I think everyone is racing to hit the IPO market, whether it's OpenAI, SpaceX, Anthropic, and SpaceX is out the door first. So a lot going on here. Leah Feiger: And Musk is betting that SpaceX will be valued at nearly two trillion, which would be the largest IPO in history. …
The stakes are especially high for OpenAI’s corporate future, as a bad outcome in this case could negatively impact its plans to file for an IPO later this year. The ChatGPT-maker is racing against Anthropic and Musk’s SpaceX which now owns a rival AI lab, xAI to go public. …
