A $30 billion implied arrangement reshapes who supplies AI muscle, and how tech boards think about capacity and concentration.

A small modular nuclear startup cleared the self-sustaining line. Regulators and investors now shift to the next proof point.

SpaceX wants to raise up to $75bn at $135 a share, but critics say the fixed-price deal may leave buyers overpaying before book building even starts.

The filing fixes SpaceX at 555.6 million shares at $135 apiece, while Musk still controls 82.4% of voting power and public buyers get a sliver of the float.

AI infrastructure stocks tumble in double digits, forcing boards to reassess risk, pricing, and dependency on a single compute cycle.