SpaceX's AI business is beating expectations
SpaceX turned profitable in the third quarter, posting net income of $4.4 billion. TechCrunch reports that its AI business was the main driver of the result.
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ASI reaches a $3 billion valuation as its AI moves from air traffic to the power grid
Boston-based ASI has raised $325 million in a Series C led by Spark Capital, valuing the company at $3 billion. Its software forecasts air traffic, power grids and military operations hours to weeks ahead so operators can act before problems spread.
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Business & funding
What to expect at monday.com's Elevate event on Oct. 29
SiliconANGLE previews monday.com's Elevate conference, where a central theme is AI agents moving from assisting employees to carrying out business processes. The shift raises questions about app development, productivity and governance on work-management platforms.
Anthropic's cloud partnerships are getting messy
Anthropic is reportedly struggling to get enough computing capacity from cloud providers that increasingly see it as a rival. The tension comes as its infrastructure spending soars ahead of a planned November IPO.
Dell's AI playbook for CFOs: budget the tokens, then chase speed
Dell says enterprise AI is moving from experiments to production, with financial services among the first to show returns at scale. As token use grows, finance chiefs are treating AI as a budget line that must justify its cost.
The programmable data center: Evan Conrad of SF Compute
In a Latent Space conversation, SF Compute's Evan Conrad discusses trading GPU capacity, from financial markets to physical delivery. The episode explores independent compute markets and the idea of programmable infrastructure.