SpaceX is heading toward public markets with a valuation that could put it among the most valuable companies on Earth. But is it a rocket company, a satellite internet business, a defense contractor, an AI infrastructure play — or something new entirely?

CNBC’s Deirdre Bosa breaks down the “strategic tech premium” — companies like SpaceX may be valued not just on growth, but on national importance, government dependency and their role as private infrastructure. The catch: the same indispensability that creates the premium may eventually invite regulation, price controls or government oversight.

Chapters:
0:00 – 0:51 Introduction
0:52 – 3:50 The strategic tech premium
3:51 – 5:44 Beyond SpaceX
5:45 Too important

Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Matt Soto
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images

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The SpaceX IPO Could Redefine How Wall Street Values Tech

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There’s a new challenger to Nvidia that says its chip can run AI inference at ten times the speed of a standalone GPU. The new chip from D-Matrix is called Corsair, and it’s now in volume production with commitments from hyperscalers, neoclouds and frontier AI labs. In an exclusive interview with CNBC, CEO Sid Shath explains how Corsair bypasses the DRAM shortage by relying on SRAM directly on the chip, and how that tight integration means Corsair can transfer data using five times less energy. It’s a novel approach to memory that’s led to huge gains for other chip startups in recent months. Cerebras’ blockbuster $95 billion IPO in May landed it among tech’s largest ever debuts, and Groq received $20 billion from Nvidia in the AI giant’s largest purchase ever in December. Now CNBC asks whether D-Matrix could be next.

Reporter: Katie Tarasov
Edited by: Darren Teeter
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images, D-Matrix, Nvidia, Microsoft, Cerebras, Groq

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This Nvidia Challenger Says Its AI Chip Is 10x Faster Than A GPU

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Logitech has been a stealth way to play the rise in eSports, but after a tepid response to the tech player’s earnings, Jim Cramer checked if it’s time to hit pause or a chance to get in the game.
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“Mad Money” takes viewers inside the mind of one of Wall Street’s most respected and successful money managers. Jim Cramer is your personal guide through the confusing jungle of Wall Street investing, navigating through both opportunities and pitfalls with one goal in mind — to try to help you make money.

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Logitech International CEO: Global Phenomenon | Mad Money | CNBC

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Peter Bauer, Mimecast CEO & founder, talks about security precautions employees and employers can take to help prevent cyber attacks inside organizations.
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How To Identify Cyber Impersonators: Mimecast CEO Peter Bauer | CNBC

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Venture capital is buying its way into the AI transformation that enterprise software hasn’t delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside. The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense.
The strategy is known in Silicon Valley as the AI rollup. Over the past six months it has crossed into public markets twice: General Catalyst and Trian’s $7.6 billion take-private of Janus Henderson (JHG) in December, and Long Lake Management’s $6.3 billion agreement in May to take American Express Global Business Travel (GBTG) private at a 65 percent premium. CNBC’s Deirdre Bosa has the story.

Chapters:
0:00 – 0:55 Introduction
0:56 – 4:31 The AI rollup
4:32 – 5:34 Where private equity got it wrong
5:35 – 7:20 A risky bet

Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park

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AI Rollup: Silicon Valley’s New Buyout Playbook Is Hitting Wall Street

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