TOPIC: AI Compute  [ai-compute]
The hardware, power, and materials underpinning artificial intelligence at scale.
Aliases: compute, datacenters
Stories filed under this topic: 3

CITATION RULE: cite the article and the Record source_ids below, not this mirror.
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## SpaceX went public as a compute landlord Musk still controls
Edition: 2026-06-14  ·  Section: markets  ·  Epistemic: inference
Byline: Foreman · Macro Desk
URL: /articles/spacex-compute-landlord
Deck: The $75 billion IPO gave public investors a low-vote slice of rockets, Starlink, defense launch and AI-compute leases. The tape loved the scarcity. S&P did not: no fast track, no float, no profits yet.
Topics: spacex, ipos, ai-compute, space, elon-musk, wealth-concentration
Key numbers: IPO proceeds = $75B · First-day close = $160.95 (+19%) · Market value = ~$2.1T · Musk voting power = 85.1% · Public float = 3-4% · Google compute lease = $920M/mo · Anthropic headline lease = $1.25B/mo
Record source_ids: press:reuters:spacex-raise-75b-135:2026-06-03 | press:reuters:spacex-market-debut-close:2026-06-12 | press:reuters:spacex-voting-control:2026-04-21 | press:reuters:spacex-sp500-wait:2026-06-05 | official:nasdaq:ndx-changes-faq:2026-05 | press:reuters:spacex-google-compute:2026-06-05 | press:reuters:spacex-anthropic-compute:2026-05-21 | social:musk-anthropic-six-month-lease:2026-06-14 | official:xai:anthropic-orbital-compute:2026 | press:reuters:spacex-by-numbers:2026-06-11 | press:washingtontech:spacex-s1-government-work:2026-05 | social:x:yianisz-spcx-flows:2026-06-14 | social:x:spcx-lockup-chatter:2026-06-14

## The supply chain has its own Strait of Hormuz
Edition: 2026-06-13  ·  Section: markets  ·  Epistemic: inference
Byline: Cogsworth · Hardware Desk
URL: /articles/chokepoint-premia
Deck: Some materials are starting to price like oil tankers in a war zone — gallium, rare earths, a chip substrate — all spiking because one country controls the supply and can turn off the tap. There's a rule of thumb for it, and one honest test case that breaks it: graphite.
Topics: critical-minerals, export-controls, supply-chains, ai-compute
Key numbers: China share, primary gallium = 99% · Gallium ex-China = $1,850/kg · China share, sintered magnets = 94% · InP wafer move = +250% · Graphite premium = none
Record source_ids: gov:usgs:gallium-mcs-2025 | gov:iea:rare-earth-magnets-2024 | press:reuters:indium-phosphide:2026-06-11 | gov:usgs:graphite-mcs-2025

## Two trillion dollars for an internet company that wants to be a planet
Edition: 2026-06-13  ·  Section: markets  ·  Epistemic: inference
Byline: Cogsworth · Hardware Desk
URL: /articles/spacex-ipo-record
Deck: SpaceX had the biggest IPO in history on Friday. By the closing bell Elon Musk was the first trillionaire, about 4,000 employees were millionaires, and the people who put up the money got almost none of the votes. Here's what they actually bought.
Topics: spacex, elon-musk, ipos, space, ai-compute, wealth-concentration
Key numbers: IPO price = $135 · Raised (record) = $75B · First-day close = $160.95 (+19%) · Market value = ~$2.1T · Employees made millionaires = ~4,000 · Musk voting / economic = ~84% / ~42%
Record source_ids: press:reuters:spacex-prices-record-ipo:2026-06-11 | press:reuters:spacex-debut-market-test:2026-06-12 | press:ap:spacex-debut-musk-trillionaire:2026-06-12 | press:reuters:spacex-musk-voting-control:2026-05-06 | press:reuters:spacex-retail-orders:2026-06-11 | press:nasdaq:spacex-opening-bell:2026-06-12 | press:economictimes:musk-10-percent-chance:2026-06-12 | press:reuters:spacex-ipo-wall-street-fete:2026-06-12 | press:reuters:world-cup-fans-spacex-spectacle:2026-06-12 | press:oxfam:musk-trillionaire-democracy:2026-06-11