Muskonomy (@muskonomy)

JUST IN: SpaceX pledges to cover all power grid infrastructure upgrade costs associated with its data centers so those costs are not passed on to local households, per its S-1 filing.

JUST IN: COLOSSUS II is currently training Grok-5! Running on GB200 and GB300 processors, which SpaceX says made it one of the first data centers in the world to deploy both at significant scale, per its S-1 filing.

NEWS: ASML CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market today. "We talk a lot about chips, humanoids and self-driving cars. But all those products have to be connected to data," Fouquet told Reuters. Starlink's satellite constellation requires chips at scale. As the network grows toward tens of thousands of satellites, it represents a significant and recurring source of semiconductor demand that most analysts overlook.

NEWS: Elon Musk laid out SpaceX's core mission in precise terms during his Forbes interview, describing the specific test he uses to define a genuinely self-sustaining civilization beyond Earth. If resupply ships from Earth stop arriving for any reason, does the civilization on the Moon or Mars continue to grow or does it collapse? Passing that test is the actual goal, not simply putting humans on another planet. To reach it, Elon estimates humanity needs to deliver roughly 1 million tons of cargo to the Moon or Mars to build sufficient industrial capacity. He was careful to define what multi-planetary actually means. It is not about leaving Earth and relocating somewhere else. That would simply be a single-planet civilization in a harder place to live. The goal is for humanity to extend outward while keeping Earth intact, eventually becoming a spacefaring civilization spread across multiple worlds. SpaceX's Starship, targeting full reusability as early as this year, is the vehicle Musk says makes the million-ton goal physically achievable. He described this as a "fundamental breakthrough" he hopes to see happen in 2026.

🚨FYI: CJ is Neuralink Patient #24#. A ventilator-dependent quadriplegic who volunteered for the PRIME trial not for himself, but so Neuralink and the FDA can learn more about N1 technology and help others. He needs to be back in Miami next month for a required in-person visit. Neuralink denied his request to attend virtually. Because he is on a ventilator, commercial flights are not an option. His only way there is an air ambulance costing between $38,000 and $52,000 one way. This man chose to participate in one of the most important medical trials in history so future patients could benefit. The least we can do is help get him there. His fundraiser: RT to get this in front of @elonmusk and @neuralink. CJ deserves to finish what he started. 🙏