musk

Корейские СМИ THE ELEC сообщают, что Tesla, принадлежащая Илонe Маску, и SpaceX ведут переговоры с корейскими компаниями по производству материалов, компонентов и оборудования для полупроводникового проекта Terafab. Некоторые компании уже подписали соглашения о конфиденциальности и обсуждают категории поставок. С 13 по 15 октября представители посетили около 10 стендов корейских компаний на выставке Semicon West 2026 в Сан-Франциско, подтвердили продукты и мощности, а также предложили дальнейшие переговоры, многие из которых продолжаются уже несколько месяцев.ENF Technology, Asflow и G&G Intech впервые участвуют в этих переговорах, касающихся материалов для процессов, трубных деталей и клапанов, а также оборудования для повторного использования сточных вод. Примерно месяц назад дочерняя компания Mico по очистке Komico подписала трехстороннее соглашение о конфиденциальности с Tesla и SpaceX для обсуждения услуг по очистке исследовательской линии в Техасе. Unisem подписала соглашение о конфиденциальности по оборудованию для обработки отходящих газов и другим экологическим устройствам, а Dongjin Semichem ведет переговоры по заводу разбавителей в Техасе и материалам, таким как фосфорная кислота. Hanmi Semiconductor обсуждает оборудование для горячего прессования, HPSP поставит одну установку для высоконапорного водорода для исследовательской линии, а компания ISC, занимающаяся тестированием розеток, обменяется образцами и информацией о дизайне.Terafab находится в Техасе и был объявлен совместным проектом Tesla, SpaceX и xAI в марте этого года, информация о независимой юридической личности и структуре акционерного капитала пока не раскрыта. Цель состоит в том, чтобы достичь производства 1 миллиона чипов в месяц в течение 10 лет, первоначальные инвестиции составят 16,8 миллиарда долларов, будет нанято более 3000 человек. В начале этого месяца SpaceX подписала контракт на налоговые льготы с Техасом и начала строительство, в отрасли ожидают, что первоначальные мощности с производительностью 100 000 чипов в месяц будут завершены до 2030 года. Первоначальное использование включает чипы для автономного вождения и робототехники Tesla, а также чипы для спутников и центров обработки данных SpaceX.

According to monitoring by Catcher Predict, in the event "Number of Musk Tweets from May 26 to June 2, 2026" on the prediction market Polymarket, the "Yes" option in the submarket "140-159" experienced a sharp fluctuation in winning probability, plummeting from 57.15% an hour ago to the current 21.2% (a fluctuation of 35.95%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the "Elon Musk Tweet Count Prediction" event on the prediction market Polymarket, the "Yes" option in the sub-market "140-159" experienced a sharp fluctuation in winning probability, dropping from 90.9% an hour ago to the current 71.7% (a fluctuation of 19.2%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "Number of Musk Tweets from May 26 to June 2, 2026" on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "120-139" has experienced significant fluctuations, dropping from 29% an hour ago to the current 10.95% (a fluctuation of 18.05%). Please note the impact of related breaking news.

Elon Musk posted on the X platform denying reports that SpaceX has lowered its IPO valuation target to at least $1.8 trillion.

According to CNBC, SpaceX officially submitted its IPO prospectus last week, but its CEO Musk recently posted on social media, revealing significant discrepancies between the details of the company's agreement with Anthropic for computing power rental and the content of the prospectus.The prospectus shows that the cooperation between the two parties will last until 2029, with a monthly rent of $125 million; however, Musk stated that the agreement is only a short-term lease of 180 days, and both parties can terminate the cooperation with 90 days' notice.This discrepancy makes it difficult for investors to assess the company's valuation, and industry experts have raised questions about the regulatory compliance of the information disclosure. Additionally, analysts pointed out that the prospectus is missing several key data points.SpaceX is expected to go public on June 12, with the company's valuation currently exceeding $1 trillion, and it continues to operate at a loss.

According to monitoring by Catcher Predict, in the event "How many tweets from Elon Musk from May 22 to May 29, 2026?" on the prediction market Polymarket, the "Yes" option in the sub-market "160-179" experienced a sharp fluctuation in winning probability, dropping from 86.1% an hour ago to the current 60.45% (a fluctuation of 25.65%). Please note the impact of related breaking news.

Insiders reveal that SpaceX, under Elon Musk, is currently seeking a valuation of at least $1.8 trillion in its initial public offering (IPO), lower than the previously reported $2 trillion. Insiders stated that SpaceX has adjusted its target after consulting with advisors and investors. Details such as the size and valuation of the IPO are typically adjusted based on stakeholder feedback before the final pricing. Reports indicate that SpaceX will officially launch its roadshow as early as June 4 and may complete pricing as soon as June 11, although the actual trading schedule may be delayed by several days.Related discussions are ongoing, and the company may further raise its target valuation based on investor feedback during the roadshow. According to the prospectus, SpaceX's revenue for 2025 is projected to be $18.7 billion, up from $14 billion the previous year. During the same period, the company's performance is expected to shift from a profit of $791 million in 2024 to a loss of $4.94 billion in 2025. The company announced in February this year the acquisition of xAI, which is also under Musk; this deal valued SpaceX at approximately $1 trillion, while xAI was valued at about $250 billion.

SpaceX CEO Elon Musk stated on Thursday that SpaceX has only agreed to lease the Colossus AI training data center cluster to Anthropic for six months, but he added that the agreement "has the potential" to be extended for several years. "SpaceX has not committed to leasing Colossus for many years, although that could indeed happen."Earlier this year, SpaceX reached an agreement with Anthropic, which pays $1.25 billion per month to use the computing power of the Colossus and Colossus II data center clusters located in Memphis, Tennessee, with the agreement valid until May 2029. SpaceX stated in regulatory filings last week that either party could terminate the agreement with 90 days' notice. The document did not mention the six-month lease agreement.Musk stated that the agreement is a 180-day lease contract, after which either party can terminate with 90 days' notice, "We won't put them in a bind and will provide a reasonable exit plan, but if computing resources become extremely tight, I have indicated that we may need to reclaim those resources at some point."According to SpaceX's IPO filing, the company's AI business unit generated $818 million in revenue for the quarter ending in March, with an operating loss of approximately $2.5 billion.

According to monitoring by Catcher Predict, in the Polymarket event "How many tweets from Elon Musk from May 22 to May 29, 2026?", the "Yes" option in the submarket "160-179" experienced a sharp fluctuation in winning probability, soaring from 35.15% an hour ago to the current 52.4% (a fluctuation of 17.25%). Please note the impact of related breaking news.

As SpaceX approaches its IPO, speculation in the market about Elon Musk integrating Tesla and SpaceX has intensified. Insiders say that Musk has previously discussed the possibility of merging the two companies with internal personnel, and Tesla has long believed that the two sides may eventually move towards integration.Reports indicate that the two companies have deepened their cooperation in the AI infrastructure field in recent years, sharing executives, technology, and supply chains, and have begun collaborating in areas such as energy storage systems, vehicle procurement, and GPU order allocation. Legal experts state that if a merger is pursued, antitrust resistance may be limited, but valuation, share exchange ratios, and coordination of shareholder interests will be relatively complex.

According to monitoring by Catcher Predict, in the event "How many tweets from Elon Musk from May 19 to May 26, 2026?" on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "240-259" has experienced significant fluctuations, soaring from 36.35% an hour ago to the current 53.75% (a fluctuation of 17.4%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the event "Will Elon Musk tweet between May 19 and May 26, 2026?" on the prediction market Polymarket, the "yes" option in the sub-market "240-259" has experienced a dramatic fluctuation in winning probability, soaring from 8.55% an hour ago to the current 24.35% (a fluctuation of 15.8%). Please note the impact of related breaking news.

According to Fortune magazine, Elon Musk's close friend and founder of Valor Equity Partners, Antonio Gracias, may gain over $100 billion in wealth due to the SpaceX IPO.It is reported that Valor holds more than 500 million shares of SpaceX Class A stock. If SpaceX goes public with a rumored valuation of $1.75 trillion to $2 trillion, the value of its holdings could reach between $90 billion and $140 billion.At the same time, the approximately $20 billion related party transactions between SpaceX and Valor have also sparked corporate governance controversies. Documents show that subsidiaries related to xAI under SpaceX had signed three GPU infrastructure leasing agreements with Valor, all of which were guaranteed for payment by SpaceX. The auditing firm PwC believes that the nature of the transaction is closer to a loan rather than a normal sale-leaseback, and therefore requires that approximately $9 billion of related debt be included in SpaceX's balance sheet.

According to monitoring by Catcher Predict, in the event "How many tweets from Elon Musk from May 15 to May 22, 2026?" on the prediction market Polymarket, the "Yes" option in the sub-market "260-279" experienced a drastic fluctuation in winning probability, plummeting from 86.35% an hour ago to the current 40.4% (a fluctuation of 45.95%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the prediction market Polymarket, the event "How many tweets from Elon Musk from May 15 to May 22, 2026?" saw a dramatic fluctuation in the "Yes" option of the sub-market "260-279," plummeting from 44.25% an hour ago to the current 24.55% (a fluctuation of 19.7%). Please note the impact of related breaking news.