Filing: SpaceX tells investors that orbital AI data centers use 'unproven technologies' and may not achieve 'commercial viability' due to space-related risks (Echo Wang/Reuters)

Echo Wang / Reuters: Filing: SpaceX tells investors that orbital AI data centers use “unproven technologies” and may not achieve “commercial viability” due to space-related risks — SpaceX warned investors that its ambitions to build space-based artificial intelligence data centers …

Australian data center operator NextDC plans to raise AU1.5B in equity for its 350MW Sydney site rollout, and raises its FY26 capex by AU300M to AU2.7B-AU3B (Sneha Kumar/Reuters)
SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months (Financial Times)
Analysis and filings: Google owns a ~5% SpaceX stake, down from 6.11% at 2025's end; if SpaceX hits a 2T IPO valuation, Google's stake would be worth 100B (Bloomberg)
US-based Credo, which specializes in data center connectivity, agrees to acquire Israeli chip startup DustPhotonics in a cash-and-stock deal worth up to $1.3B (CTech)

Source: Techmeme | 2026-04-21

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