Skip to content

Timeline

Who said what, and when

Each claim is in our own words, never a quote, with the date it was made and a link to where it was said or reported.

  • Confirmed On the record from the person or company named.
  • Reported Reported by the press, not confirmed by them.
  • Expected A stated target that has not happened yet.

Claims, newest first

  1. Elon Musk Reported

    Said in a reply on X that the cost of serving Grok Bot was unsustainably high relative to revenue. Users were reported to be running out of weekly allowances days early; no cost figure was given and the report does not say whether allowances were cut.

    Source: The Next Web

  2. Anthropic Reported

    Anthropic's IPO filing was reported to say it expects to pay about $3.1 billion a month once all contracted SpaceX compute is delivered, expected by the end of 2026, with either side able to cancel on 90 days' notice after early 2027.

    Source: Gizmodo

  3. SpaceX Expected

    SpaceX disclosed in an SEC filing a roughly $40 billion, five-year deal with Apollo Global Management for Nvidia Vera Rubin GPUs, to be made available gradually from the first half of 2027. The contract was not yet final.

    Source: TechXplore

  4. Elon Musk Reported

    Musk said the SpaceX and Tesla special committees have reached no agreement and that a merger is not guaranteed. He said he is not on either committee, favors combining the companies, and pointed to shared work on AI software, chip design and robotics.

    Source: NBC San Diego

  5. SpaceX Expected

    SpaceX CFO Brett Johnsen was reported to confirm on the third-quarter call a target of $100 billion in annual recurring revenue by the end of 2026, measured from December monthly revenue.

    Source: Via Satellite

  6. Elon Musk Reported

    Musk said SpaceX would make users whole if Grok Bot makes a purchase mistake or leaks a card, without saying what the pledge covers, and that a card leak had not happened yet. The bot’s terms say financial transactions need human review.

    Source: The Next Web

  7. Elon Musk Reported

    Musk replied on X that SpaceX would rename its AI unit from SpaceXAI to SpaceXSI, after a U.S. push to say "super intelligence" in place of "artificial intelligence." He gave no timeline, and the unit's X account had not changed that day.

    Source: CTech by Calcalist

  8. SpaceXAI Confirmed

    Said Grok 4.7 works longer on hard tasks and checks its own work more carefully than earlier versions, with a fast variant that gives twice the output speed at twice the price.

    Source: SpaceXSI

  9. Elon Musk Expected

    Said in a post on X that SpaceX and Nvidia designed a space-optimized Vera Rubin NVL72 system for orbital launch, and that the launch would come in the fourth quarter of 2027, with significant scale in 2028.

    Source: Yahoo Finance

  10. SpaceX and Tesla Expected

    SpaceX and Tesla said they will initially invest $16.8 billion in the Terafab chip plant in Grimes County, Texas, and that later phases could raise the total. A May filing had shown $55 billion initially, rising to $119 billion; the reports do not explain the gap.

    Source: Reuters (via Yahoo Finance)

  11. SpaceXAI Reported

    SpaceXAI said Grok 4.5 is about twice as token-efficient as other leading models, and Musk said it is roughly on par with Anthropic's Opus 4.7 but faster. Neither claim has been independently tested.

    Source: TechCrunch

  12. SpaceX and Reflection AI Reported

    Per materials CNBC viewed, Reflection AI would pay SpaceX $150 million a month starting July 1, 2026, through 2029, for Nvidia GB300 chips at Colossus 2. Either side could end the deal on 90 days notice after the first three months.

    Source: CNBC

  13. SpaceX Reported

    A SpaceX filing with the SEC said Google would pay $920 million a month from October 2026 through June 2029 for about 110,000 Nvidia GPUs of capacity.

    Source: TechCrunch

  14. Starcloud Expected

    Starcloud said its first flight hardware using Starlink Mini Laser terminals is expected on orbit within one year, with its Starcloud-2 satellite about eight months out.

    Source: Converge Digest

  15. Elon Musk Reported

    In a memo reported on the day SpaceX announced the xAI acquisition, Musk was said to describe the merger as largely about building space-based data centers, arguing ground data centers cannot meet AI's electricity demand.

    Source: TechCrunch

  16. SpaceX Confirmed

    SpaceX applied to the FCC for a non-geostationary orbital data center system of up to one million satellites, in shells up to 50 km wide at 500 to 2,000 km altitude. The FCC accepted the application for filing on February 4, 2026 and set comments for March 6.

    Source: FCC

  17. Elon Musk Expected

    Musk said on X that xAI bought a third building near Colossus 2 in the Memphis area, which would bring the site's capacity to nearly 2 GW. Power would come from a gas-fired plant xAI is also building.

    Source: Techzine

  18. Nvidia and xAI Confirmed

    Nvidia said xAI and Nvidia built the Colossus cluster in Memphis in 122 days, starting with 100,000 Nvidia Hopper GPUs on Spectrum-X Ethernet networking, and that xAI planned to double it to 200,000 GPUs.

    Source: Nvidia