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May 16, 20264 min read

Claude and SpaceX Compute Deal: AI Competition Moves to Power, Network, and Logistics

Anthropic's SpaceX compute partnership and the simultaneous limit increases for Claude Code and the API show that frontier AI advantage is now as much about guaranteed capacity, power, and network resilience as it is about model quality.

Company News

Apr 11, 20263 min read

Oracle Cuts 30,000 Jobs to Free Up to $10B for AI Data Centers

Oracle is laying off roughly 30,000 employees—about 18% of its workforce—to free up an estimated $8–$10 billion for a $156 billion AI infrastructure buildout, even as quarterly net profit jumped 95% to $6.13 billion.