Shammas Space & Tech Briefing

Sources for this episode:

• ON Semiconductor to Buy Synaptics in All-Stock Deal With $7 Billion Enterprise Value — WSJ
• Australia's Firmus Technologies strikes AI access deal with Nvidia — Reuters
• NVIDIA has quietly dominated this type of chip — 36Kr
• SpaceX launches Starlink satellites from Vandenberg Space Force Base — Spaceflight Now
• See images of SpaceX launching SiriusXM satellite in Florida night sky — Florida Today
• Qualcomm (NASDAQ: QCOM) Takes On Nvidia With AI Data Center Push, Meta And Microsoft Partnerships — foreignpolicyjournal.com
• CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI — Yahoo Finance
• China, Central Asian countries to build joint satellite constellation for disaster monitoring — People's Daily Online
• GDPR — not AI Act — delayed release of frontier AI in Europe, research shows — MLex
• IREN (NASDAQ: IREN) Secures Microsoft And Nvidia Partnerships As AI Data Center Push Targets $4.4B In Annual Recurring Revenue — foreignpolicyjournal.com
• Monopoly Round-Up: Why Wall Street Isn't Yet Afraid of the Left — BIG (Matt Stoller)
• NASA races to save space telescope with robotic rescue mission — West Kentucky Star

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Anthropic's Mythos is coming back for a select group of entities approved by the U.S. government — Axios
• OpenAI and Anthropic limit new AI models to Trump-approved customers during cybersecurity review — AP News
• SpaceX (SPCX) Joins The Nasdaq 100 In A Big Test For Passive Funds — Yahoo Finance
• SpaceX plans bigger Starlink mobile push in US: report — Fierce Network
• How a Niche Technology Became a Choke Point for A.I. — The New York Times
• Intel’s Chip Business Shows Signs of Life After Years of Struggle — The New York Times
• NASA is paying $30 million for a 1st-of-its-kind rescue mission to the aging Swift telescope before it falls from space. Is it worth it? — Space
• NASA faces growing challenges as International Space Station nears planned retirement — WFTV
• Ocasio-Cortez Introduces AI Data Center Moratorium Act — Broadband Breakfast
• FTC gives Musk the OK to acquire SpaceX alumni startup Mesh — TechCrunch
• EU Semiconductor Alliance meets to discuss Chips Act 2.0 — INSIGHT EU MONITORING
• Next-gen astronaut Moon rovers aim for deployment ahead of Artemis 4 crew arrival — Spaceflight Now

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Trump administration is asking OpenAI to stagger the release of its next AI model — qz.com
• Washington’s Foreign Ban on Anthropic’s Top Models May Backfire — Bloomberg.com
• Anthropic doesn't need junior engineers anymore thanks to AI and warns of an economic shock when other industries follow - the-decoder.com — Anthropic
• A Blue Origin rocket explosion leaves NASA leaning harder on SpaceX, and the Moon race suddenly has fewer engines to trust — Vozpopuli
• Elon Musk’ Starlink could soon offer mobile services as a US carrier — Digital Trends
• Commission reaches preliminary position that Amazon's and Microsoft's market leading cloud services should be designated under the DMA — Digital Markets Act
• ON Semiconductor to acquire Synaptics in $7 billion deal — qz.com
• IBM debuts sub-1 nanometer chip with nanostack architecture — qz.com
• Can Jio build India's answer to Starlink? — Fierce Network
• NASA's canceled Artemis hardware contracts reached $5.9 billion, audit finds — Space
• NASA Welcomes Botswana as 68th Artemis Accords Signatory — NASA (.gov)

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• The White House is asking OpenAI to slow roll the release of its new model over safety concerns — TechCrunch
• SoftBank’s Shares Tumble After Report of OpenAI’s IPO Delay — Bloomberg.com
• The New York Times Amends Lawsuit Against OpenAI and Microsoft — The New York Times
• Newsom blesses Uber ballot measure truce — but fight over car crash lawsuits continues — Los Angeles Times
• Starlink mobile plans set SpaceX up as potential competitor to Verizon, AT&T: report (SPCX:NASDAQ) — Seeking Alpha
• What to do about space debris? — The Economist
• Rocket Lab (RKLB) Wins 3 NASA Launches As Defense Mission Speed Sets Record — Yahoo Finance
• Anthropic Urges Congress to Crack Down on AI Distillation By Chinese Rivals — Decrypt
• Anthropic AI CEO Dario Amodei Warns $1 Trillion Compute Era Could Push AI Firms Toward Bankruptcy Risk by 2027 — Brave New Coin
• NASA Awards AiRANACULUS $5M CCRPP Contract to Advance Lunar and Space Communications Networks — Yahoo Finance
• CREATE AI Act Passes House Committee — Americans for Responsible Innovation
• ON Semiconductor Joins ‘Edge AI’ Market With $7 Billion Acquisition. The Stock Falls. — Barron's

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Anthropic accuses Alibaba of campaign to 'brazenly' and 'illicitly' extract AI capabilities — CNBC
• Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally — Reuters
• Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar — Reuters
• Space Force Gives Boeing $2 Billion for Pair of Narrowband Communication Satellites — Air & Space Forces Magazine
• What is China’s SpaceSail, and could it rival Elon Musk’s Starlink? — The Guardian
• NASA's aging infrastructure can't handle Artemis launches without $1 billion in upgrades, watchdog warns — Space
• White House helped Mark Zuckerberg and the Google CEO dodge a Senate grilling — Politico
• Apple-Intel chip deal makes strategic sense but production is years away — Reuters
• Historic Vandenberg launch complex razed to make way for SpaceX — Ventura County Star
• OpenAI and Broadcom announce chip designed for LLM inference at scale — Ars Technica
• SpaceX Completes $25 Bil Bond Sale. Rocket Lab Touts Space Force Mission. — Investor's Business Daily
• Nvidia-Backed Robotics Company Goes Public Via SPAC. Shares Briefly Jump 30%. — Investor's Business Daily

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructure — Reuters
• SpaceX stock slips again as it announces $25 billion bond offering — Yahoo Finance
• Netherlands Lobbies US to Drop Chip Curbs Targeting ASML Sales — Bloomberg.com
• SpaceX short selling bets increase after post-debut share selloff — Reuters
• Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout — CNBC
• The Trump White House Is Over Anthropic's Dario Amodei — WIRED
• Aerospace startup racing to save NASA spacecraft from fiery end — Reuters
• NASA's Race to Replace ISS Before 2030s Shutdown — Legis1
• The First Amendment, Algorithms, and Section 230: Is a High Court Battle Brewing? - American Enterprise Institute — AEI
• Silicon Saxony Shows Promise, Limits of Europe’s Chips Act — EE Times
• ILA 2026 - The Price of Success - When Orbit Becomes a Problem -Space Debris, Liability and Cleanup — SpaceWatch.GLOBAL
• Lunar Power Tower Demonstration — Inside Outer Space

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• SpaceX stock returns to Earth after record IPO — Los Angeles Times
• Nvidia's banned AI chips double in price on China's black market, FT reports — Reuters
• SpaceX launches $25 billion notes offering for debt repayment, AI expansion — Reuters
• SpaceX buys AI coding startup Cursor for $60 billion in race for an edge over Anthropic and OpenAI — AP News
• Cerebras Systems (CBRS) Lands $20 Billion OpenAI And AWS Partnerships After IPO — Yahoo Finance
• Botswana becomes latest African nation to join US-led Artemis Accords as Africa's space ambitions grow — Business Insider Africa
• California Resources Corporation proposes AI data center on former oilfield land in Kern County — 23ABC News Bakersfield
• Broadcom (AVGO) Launches $35 Billion AI Platform With Apollo Blackstone And Anthropic — Yahoo Finance
• Microsoft Weighs DeepSeek for Copilot Amid Security Debate — BankInfoSecurity
• Draft EU Guidelines Clarify When AI Systems Are High-Risk Under the AI Act — Jones Day
• OpenAI confidential IPO filings revealed, disclosing $665 billion in off-balance-sheet commitments — Bitget
• New Glenn expects 50 launches per year by 2030 — Advanced Television

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Qualcomm nears $4B deal for AI chip startup Modular Inc, Bloomberg reports — Investing.com
• SpaceX turns to bond market to raise capital, reports $100.8 billion cash — Reuters
• Alphabet Stock Tumbles as Google’s DeepMind Loses Nobel Prize Winner to Anthropic — Barron's
• AI models capable of devastating attacks on governments and business months away, rare Five Eyes statement warns — The Guardian
• See How Sam Altman’s Personal Investments Benefit From Ties to OpenAI — WSJ
• US Space Force demonstrates responsive launch for VICTUS HAZE mission, begins on-orbit ope — ssc.spaceforce.mil
• SpaceX to launch uncrewed Starfall cargo capsule — Spectrum News
• OpenAI Expands Daybreak With GPT-5.5-Cyber to Help Defenders Patch Security Flaws — The Hacker News
• SpaceX Stock Drops 16%, Down The Market Capitalization Of Palantir, Robinhood Combined — Benzinga
• OpenAI’s $100 billion ad bet — Semafor
• EU Lawmakers Reach Provisional Agreement to Delay Key EU AI Act Obligations — Sidley Austin
• Rigetti Computing Secures $100 Million in Chips Act Funding To Advance Federal AI Priorities — TIKR.com

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Nobel Laureate John Jumper Departs Google DeepMind for Anthropic — The Information
• Microsoft's Satya Nadella Calls for Shift in AI Power Balance in Exclusive WSJ Interview -- WSJ — Moomoo
• NASA’s Next Generation Telescope Arrives in Florida Ahead of Launch — NASA Science (.gov)
• Morningstar Says SpaceX Could Be Worth Less Than Half Its $1.75 Trillion IPO Price — Yahoo Finance
• DICT and Google Cloud Partner on Multi-Year AI and Cybersecurity Initiatives to Deliver Next-Generation Citizen Services — Google Cloud Press Corner
• Getty Images Announces Display Agreement with OpenAI to Bring Licensed Visual Content to ChatGPT — Quiver Quantitative
• Starfall Demo Mission — SpaceX
• SpaceX: Falcon 9 rocket launches Starlink satellites from Florida — AOL.com
• Nvidia Commits $2 Billion To Nebius Group (NASDAQ: NBIS) As Avride-Uber Partnership Targets Robotaxi Market — foreignpolicyjournal.com
• Monopoly Round-Up: How Wall Street Tried Replacing the Civil Rights Movement With Human Resources — BIG (Matt Stoller)
• Google Cloud launches local data residency in Seoul — IT Brief Asia
• Orbital data centers face a space debris problem they can't solve — qz.com

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.

Sources for this episode:

• Nobel Prize Winner John Jumper Quits Google DeepMind For Anthropic — NDTV
• Ready to reach for the stars: Jio eyes own satellite constellation as Starlink faces hurdles in India — Telegraph India
• Exclusive: Trump tells "The Axios Show" that Anthropic was a national security threat — Axios
• SpaceX IPO, Peace Hopes Fuel Rally in Asia Stock Markets — Bloomberg.com
• Anthropic works with White House after AI security scare — thestreet.com
• Damaged Blue Origin pad may not be restored until 2028, NASA official says — MSN
• The UK’s New Under-16 Social Media Ban Will Cause More Harm Than It Prevents — EFF Deeplinks
• Google DeepMind maps four paths from AGI to ASI — digitimes
• Apple, Intel, and Washington's New Investment Strategy - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter — Semiconductor & Hardware
• SpaceX set to launch Starfall demo mission from Cape Canaveral Space Force Station — WFTV
• NASA’s Artemis mission’s one small step closer to mankind’s giant leap back to landing on the moon — WAVY.com
• As OpenAI and Anthropic Race Toward IPOs, Trust Becomes the Real Product — observer.com

Disclaimer: This episode is entirely AI-generated. All claims should be treated with caution and manually verified against the original sources linked above.