BWXT Secures 1-Tonne Fuel Deal with Antares for Microreactor Push
Analysis Daniel Marsh

BWXT Secures 1-Tonne Fuel Deal with Antares for Microreactor Push

BWXT (BWXT) will supply one tonne of TRISO fuel to Antares Nuclear, complementing an existing deal with Standard Nuclear as Antares targets 2027 power generation.

BWXT LEU
Anthropic's IPO Filing Reveals Shift to Separate AI Chip and Data Center Leasing
IPO Michael Okonkwo

Anthropic's IPO Filing Reveals Shift to Separate AI Chip and Data Center Leasing

Anthropic's IPO filing reveals a new procurement strategy separating AI chip leases from data center deals, aiming to align compute costs with revenue growth. The company plans to list on Nasdaq under 'ANT'.

AMZN
SpaceX Starship Flight 15 Booster Static Fire Clears Key Pre-Launch Hurdle
Technology Sarah Chen

SpaceX Starship Flight 15 Booster Static Fire Clears Key Pre-Launch Hurdle

SpaceX completed a full 33-engine static fire for Starship Flight 15, setting the stage for a launch attempt. The mission aims to catch both booster and ship, while its Starlink capacity advantage remains a key metric.

SPCX
SpaceX Urges FCC to Add 900 MHz to Satellite-to-Phone Spectrum
Regulation James Calloway

SpaceX Urges FCC to Add 900 MHz to Satellite-to-Phone Spectrum

SpaceX has petitioned the FCC to add NextNav's proposed 900 MHz band to satellite-to-phone rules ahead of a key vote. The move could expedite spectrum use from space.

SPCX NN
Cowboy Space's Big Iron Rocket Aims to Transform Orbit into a Data Center
Technology Sarah Chen

Cowboy Space's Big Iron Rocket Aims to Transform Orbit into a Data Center

Cowboy Space unveiled its Big Iron rocket, designed to carry 15,000 kg to orbit and transform its upper stage into a 1-MW data center, using the rocket skin as a radiator and ammonia as coolant.

NVDA RKLB
Verizon Secures $2B AWS Dark Fiber Deal, AI Contract Book Hits $4B
Technology Sarah Chen

Verizon Secures $2B AWS Dark Fiber Deal, AI Contract Book Hits $4B

Verizon's new dark fiber deal with AWS exceeds $2 billion, pushing its AI Connect contract book to about $4 billion. Revenue from these agreements is slated for 2027.

VZ AMZN GOOGL GLW
Volkswagen Taps NXP for Next-Gen EV Brain
Technology Sarah Chen

Volkswagen Taps NXP for Next-Gen EV Brain

Volkswagen has chosen NXP Semiconductors to supply microcontrollers for its next-generation vehicle architecture, with the first vehicle slated for 2027.

NXPI RIVN
NASA Completes Solar Array Tests for NEO Surveyor Asteroid Mission
Analysis Daniel Marsh

NASA Completes Solar Array Tests for NEO Surveyor Asteroid Mission

NASA has completed testing the solar array for its NEO Surveyor spacecraft, a critical component for the mission to identify potentially hazardous asteroids.

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Unconventional AI Acquires NeuReality to Accelerate Chip Production
Technology Sarah Chen

Unconventional AI Acquires NeuReality to Accelerate Chip Production

Unconventional AI agrees to buy NeuReality, adding systems engineers and accelerating its path from research to production. About 40 staff will join.

XLK
Mars Dust Study Reveals Nanoscale Particle Adhesion on Spacesuit Materials
Analysis Daniel Marsh

Mars Dust Study Reveals Nanoscale Particle Adhesion on Spacesuit Materials

NASA's Perseverance rover discovered ultrafine Mars dust (100-300 nm) on calibration materials, offering new insights for spacesuit and habitat design based on 1,645 sols of data.

Galileo's Italian Hub to Grow with Two New Buildings as Next-Gen Antenna Goes Live
Technology Sarah Chen

Galileo's Italian Hub to Grow with Two New Buildings as Next-Gen Antenna Goes Live

Telespazio and EUSPA announced expansion of Galileo's Fucino control center with two new buildings, supporting second-generation satellites. A new antenna is already operational.

XLK
ESA's CRISTAL Satellite Clears Key Tests, Snow Measurement Capability Still Unproven
Analysis Daniel Marsh

ESA's CRISTAL Satellite Clears Key Tests, Snow Measurement Capability Still Unproven

The European Space Agency's CRISTAL satellite has passed solar-array and launcher-interface tests, moving closer to a 2027-2028 launch. The mission will use dual-frequency radar to measure snow depth on sea ice, but its accuracy remains unproven.

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