SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

Musk defends AI ambitions as IPO reveals trouble

XAI's IPO shows $6.4B loss on $3.2B revenue; Anthropic pays $1.25B/month for Colossus, while 50+ engineers left since February. The combination of losses, talent churn, and compute leased to rivals flags xAI as a high-risk vendor for enterprise AI roadmaps.