SpaceX has secured its third GPU rental deal with Reflection AI, bringing its annualized revenue to approximately $28 billion based on a calculated rate of over $10 per hour for Blackwell GPUs. This valuation is roughly twice that of Coreweave, highlighting the rapid growth and high pricing power in the AI infrastructure market.
- SpaceX's combined deals with Anthropic, Google, and Reflection AI result in an annualized revenue of $28 billion.
- OpenAI expanded its Daybreak program with a Codex Security plugin and GPT-5.5-Cyber model, shifting from vulnerability discovery to closed-loop patch generation.
- Sakana released Fugu, an orchestration system that learns model selection across multiple frontier models, though it faces criticism for opaque baselines and missing cost accounting.
- GLM-5.2 emerged as a leading open-weight model for agentic work, ranking third on GDPval-AA with 1524 Elo.
The significant revenue figures from SpaceX underscore the immense financial scale of current AI infrastructure demands, while the technical updates reflect ongoing shifts in security automation and model orchestration strategies.