SpaceX
No. 2
The Permit Built for Dry Cleaners Is Now Powering OpenAI's Biggest Data Center
AI Infrastructure··9 minJul 13
A Floodlight/Wired investigation found that OpenAI's Stargate data center in Abilene, Texas used a permit built for dry cleaners to bring a gigawatt-scale gas plant online with no environmental review. Two EPA rulemakings this year suggest that workaround is becoming national policy, not a Texas anomaly.
No. 1
What SpaceX's S-1 Actually Says About Putting AI in Orbit
AI Infrastructure··10 minJun 16
SpaceX's IPO registration statement describes a plan to deploy orbital AI compute satellites as early as 2028, betting that space solves the power and cooling constraints strangling terrestrial AI infrastructure. The financials tell a more grounded story: the only profitable segment is Starlink broadband, which funds everything else.