Grace Kay

Grace Kay covers Elon Musk’s businesses for The Information, with a focus on Tesla, SpaceX and xAI. Her beat centres on how these companies use AI, cloud infrastructure and automation to reshape vehicles, launch services and software. She combines exclusives on internal decisions and major deals with steady reporting on how those moves affect workers, customers and investors. Her reporting also carries into The Information’s TITV programming, where she breaks down SpaceX’s AI cloud pivot and the risks of giving AI agents access to payment cards.

Tesla: AI tools, robotaxis and safety

Kay follows Tesla’s internal use of generative AI tools at the level of spending limits and policy, including coverage of the company capping employee AI usage at a fixed weekly budget after a push to adopt these tools. She writes on Tesla’s efforts to build a ride-hailing business, such as the expansion of its Robotaxi service to Miami as the company tests demand for autonomous rides in new cities.

Her reporting extends to operational safety, including stories on Tesla eliminating safety drivers in Miami and how that decision fits into the broader rollout of self-driving technology.

She also tracks vehicle timelines and delays, covering Tesla’s decision to push a Roadster demonstration to a later date and treating launch schedules as a signal of the company’s product strategy. On regulation, she reports on proposals from NHTSA to remove requirements like a brake pedal in self-driving cars, showing how changing rules could affect Tesla and its peers.

SpaceX and xAI: AI cloud pivot and compute economics

Kay reports on how SpaceX’s AI unit has turned itself into an AI cloud firm, explaining the internal shift from building models to selling compute capacity to external customers. She covers Anthropic’s disclosure of up to $84.5 billion in SpaceX compute agreements, using that figure to show the scale of AI infrastructure deals now attached to Musk’s companies. Her coverage of xAI includes exclusives on plans to launch new models with partners like Cursor, detailing timelines and release strategies inside Musk’s AI startup.

She follows SpaceX’s role in public markets, including stories on the company’s stock sliding after joining the Nasdaq 100 and what that movement says about investor expectations.

Kay also reports on SpaceX’s acquisition activity, such as a $60 billion deal to buy Cursor, treating M&A as a window into how Musk’s firms seek technical capabilities and market power. Beyond Musk’s companies, she writes about Rocket Lab’s agreement to buy satellite operator Iridium and frames the deal as a way for Rocket Lab to better compete with SpaceX’s Starlink network.

Elon Musk’s network, partners and political ties

Kay often situates Musk’s businesses within a larger ecosystem of chipmakers, cloud providers and AI startups.

She has reported on Nvidia teaming up with a rival and SK Hynix planning a Nasdaq listing, connecting these moves to the intensifying competition to supply the chips and memory behind AI workloads. Her stories on Anthropic’s enterprise push, including agents embedded in platforms like Microsoft Teams, show how independent AI firms rely on both cloud giants and specialized compute providers such as SpaceX. She writes about coverage packages that link figures like Jensen Huang and Mark Zuckerberg to Musk’s efforts, using pieces on a “rogue AI shield” and a “cloud play” to illustrate how leaders across tech position themselves in the AI race. Kay also follows political and legal threads around these businesses, including coverage of bans affecting AI models, moves to lift those bans, and Gwynne Shotwell’s plans to donate SpaceX stock to Trump-related accounts.

Across these stories, she treats alliances, regulations and donations as material facts that shape how Musk’s empire operates and is perceived.

Background in business and technology reporting

Kay brings several years of prior experience covering Musk’s companies and adjacent industries to her current beat. Before joining The Information, she worked at Business Insider, where she reported on the inner workings of Tesla, xAI, robotics and the broader electric vehicle sector from its enterprise desk and later as a senior tech reporter.

Earlier in her career she gained business and markets experience through roles at Bloomberg and Forbes, giving her familiarity with corporate finance and deal-making that now informs her coverage of SpaceX’s stock, large compute agreements and acquisitions.

Across these jobs she has consistently focused on how major technology companies operate behind the scenes, a focus she now applies to Musk’s businesses by examining internal policies, infrastructure commitments and strategic partnerships rather than only product launches. Her current role at The Information continues that thread, centring long-running reporting on Tesla, SpaceX and xAI for readers who follow the business mechanics of Musk’s operations.