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SpaceX Buys xAI as Palantir Beats Q4 on AI and Defense Demand

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Feb 4, 2026 · 15:53

SpaceX has bought xAI, Elon Musk’s AI company, to support AI computing using satellites in space. Musk plans to use solar-powered satellites as orbital data centers instead of relying only on Earth-based facilities. SpaceX recently filed with the FCC for a large constellation of satellites that could handle in-orbit computing.

Palantir also reported strong fourth-quarter results, beating expectations. The company earned $0.25 per share versus $0.23 expected and had revenue of $1.41B versus $1.33B expected. Growth came from AI tools used by government agencies, defense, and businesses.

For investors who want to follow AI companies beyond the biggest tech names, some platforms like Bitget offer stock futures. These let traders gain exposure to companies like Palantir without actually buying the shares, giving more flexibility for trading strategies.

These moves show that AI demand is driving new infrastructure and spending in both government and business. It also raises questions about how investors can access AI growth outside the usual big tech companies. How is everyone thinking about AI exposure in defense, enterprise, or space-related sectors?