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SpaceX's $13.3 Billion Compute Deal, LVMH's China Backlash, and the Zuckerberg Deposition

SpaceX has signed a $13.3 billion annual AI compute contract — a single deal larger than the total annual revenue of many Fortune 500 companies — and is now openly targeting $100 billion in annual revenue. The company's revenue profile has diversified dramatically beyond launch services: Starlink provides broadband to millions of global subscribers, launch manifests include substantial defense and government payloads, and the AI compute deal puts SpaceX in direct competition with Amazon Web Services, Google Cloud, and Microsoft Azure for the most lucrative contracts in technology. The company's land holdings and power access around its Texas facility give it a physical basis for data center buildout that competitors cannot easily replicate.

Louis Vuitton's trademark victory against a small Chinese tea brand — whose packaging LVMH's lawyers argued infringed on the LV monogram — has produced an outcome the legal team almost certainly did not model. The lawsuit triggered a social media firestorm in China, where the dominant narrative framed a French luxury conglomerate as using legal muscle to crush a small domestic business. The resulting consumer boycott has deepened an already serious sales slump in LVMH's most critical market, offering a case study in the risks of aggressive intellectual property enforcement in markets where consumer sentiment is highly attuned to national identity narratives. What would be a routine, low-profile legal action in a European or American context became a referendum on foreign brand behavior.

The Zuckerberg deposition is being played in New Mexico's Cambridge Analytica trial, which relates to the harvesting of personal data from approximately 87 million Facebook users without explicit consent for political targeting purposes. The Federal Trade Commission reached a $5 billion settlement with Facebook in 2019 — the largest privacy fine in FTC history at the time — but critics argued the settlement structure provided Zuckerberg personal immunity from further FTC action. State-level cases like New Mexico's represent an attempt to find accountability through a different legal channel, and the public airing of Zuckerberg's deposition testimony gives courts and observers another look at what the CEO knew and when.

▶ September 11, 2026