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Starship could unlock SpaceX’s biggest long-term value through orbital data centers. Starship reuse could unlock launch capacity no rival can match, enabling space-based AI infrastructure. Connectivity is already a strong business. Huge long-term upside ahead. — Doug Harned

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🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

🚨 Bank of America believes investors should look at SpaceX as much more than a launch company Its long-term thesis includes Starship, Starlink, Starshield, and future orbital compute, with each business building on the last. The firm argues that Starship is the key technology that could unlock entirely new industries over the next decade. $SPCX

Herbert Ong

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Ron Epstein of Bank of America on SpaceX today: • SpaceX is the foundational enabler of the space economy. • The company should be valued based on its 2045 potential, not near-term earnings. • The company has built the world’s leading launch franchise and dominates the global launch market. • $235/share is only the base-case valuation, the bull-case valuation could be significantly higher. • Orbital compute could become its next massive business. • New technologies will continue opening entirely new markets. • Could eventually design and manufacture its own AI chips. • Tesla’s automation could help enable manufacturing in space. • Starship is the key technology behind the company’s long-term vision. • Starship is the “king of the cosmos,” just as the 747 was the “queen of the skies.”

Ron Epstein of Bank of America on SpaceX today: • SpaceX is the foundational enabler of the space economy. • The company should be valued based on its 2045 potential, not near-term earnings. • The company has built the world’s leading launch franchise and dominates the global launch market. • $235/share is only the base-case valuation, the bull-case valuation could be significantly higher. • Orbital compute could become its next massive business. • New technologies will continue opening entirely new markets. • Could eventually design and manufacture its own AI chips. • Tesla’s automation could help enable manufacturing in space. • Starship is the key technology behind the company’s long-term vision. • Starship is the “king of the cosmos,” just as the 747 was the “queen of the skies.”

DogeDesigner

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Elon Musk on Starship at X Takeover: • Starship is one of the hardest engineering challenges ever attempted — three times the thrust of Saturn V and fully reusable • Starship is late, but not impossible • The biggest current hurdle is developing a fully reusable orbital heat shield — something no one has done before • The long-term goal is to make Starship cheaper per ton than even an expendable Falcon 1 • Next major milestone: orbital refilling — transferring mostly liquid oxygen between Starships in space • No one else is seriously attempting this level of reusability or innovation in rocketry

Elon Musk on Starship at X Takeover: • Starship is one of the hardest engineering challenges ever attempted — three times the thrust of Saturn V and fully reusable • Starship is late, but not impossible • The biggest current hurdle is developing a fully reusable orbital heat shield — something no one has done before • The long-term goal is to make Starship cheaper per ton than even an expendable Falcon 1 • Next major milestone: orbital refilling — transferring mostly liquid oxygen between Starships in space • No one else is seriously attempting this level of reusability or innovation in rocketry

Dima Zeniuk

1,208,439 Aufrufe • vor 1 Jahr

Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

Tesla Owners Silicon Valley

19,203 Aufrufe • vor 2 Monaten

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

Shay Boloor

472,606 Aufrufe • vor 2 Monaten

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

Shay Boloor

69,920 Aufrufe • vor 28 Tagen

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

Herbert Ong

20,389 Aufrufe • vor 1 Monat

I bet long term, SpaceX is going to be the default choice for overseas cargo deliveries, especially when Starship is proven to work. “Once you achieve full reusability, then it’s simply the cost of access to orbit is just the cost of propellant, because now you can reuse all aspects of the vehicle. The propellant we use for the Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get. …So the cost of propellant for Starship will be less than the cost of jet aviation fuel, which means that you should be able to actually send cargo to space for less than the cost of cargo of an airplane going on a transoceanic trip.”

I bet long term, SpaceX is going to be the default choice for overseas cargo deliveries, especially when Starship is proven to work. “Once you achieve full reusability, then it’s simply the cost of access to orbit is just the cost of propellant, because now you can reuse all aspects of the vehicle. The propellant we use for the Starship is liquid oxygen and liquid methane, which is the cheapest propellant you could possibly get. …So the cost of propellant for Starship will be less than the cost of jet aviation fuel, which means that you should be able to actually send cargo to space for less than the cost of cargo of an airplane going on a transoceanic trip.”

Teslaconomics

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Britain already controls nearly £500bn in Local Government Pension assets, yet it is split across 98 separate funds with duplicated costs and no unified national investment strategy. We should consolidate this in to a British Sovereign Wealth Fund, professionally managed with a clear mandate: deliver strong long-term returns while backing Britain’s economic renewal. With a 6.5% target return, it could generate around £25bn a year for reinvestment into strategic industries, domestic energy, housing and infrastructure. That is how serious nations build long-term wealth and economic security.

Britain already controls nearly £500bn in Local Government Pension assets, yet it is split across 98 separate funds with duplicated costs and no unified national investment strategy. We should consolidate this in to a British Sovereign Wealth Fund, professionally managed with a clear mandate: deliver strong long-term returns while backing Britain’s economic renewal. With a 6.5% target return, it could generate around £25bn a year for reinvestment into strategic industries, domestic energy, housing and infrastructure. That is how serious nations build long-term wealth and economic security.

Richard Tice MP 🇬🇧

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NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,171 Aufrufe • vor 2 Monaten

Elon Musk just unveiled SpaceXAI's first AI satellite. • 150 kW peak power / 120 kW sustained compute power • 150 kW solar array using SpaceX-manufactured solar technology • Centralized AI compute payload designed for high-performance AI workloads • 70-meter wingspan when fully deployed • 110 m² deployable liquid radiators to remove waste heat in space • Redundant cooling loops with integrated micrometeoroid shielding • Designed to launch on Starship, enabling the mass-to-orbit needed for large-scale space computing • Uses laser links while avoiding many of the complex communications systems required by Starlink satellites • SpaceX believes future versions can scale far beyond this first design Elon Musk says the path to scaling AI in space requires 3 things: • Massive launch capability (Starship) • Enormous solar power generation • Large radiators to reject heat from AI chips He also suggested that truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, implying millions of tons of infrastructure in orbit.

Elon Musk just unveiled SpaceXAI's first AI satellite. • 150 kW peak power / 120 kW sustained compute power • 150 kW solar array using SpaceX-manufactured solar technology • Centralized AI compute payload designed for high-performance AI workloads • 70-meter wingspan when fully deployed • 110 m² deployable liquid radiators to remove waste heat in space • Redundant cooling loops with integrated micrometeoroid shielding • Designed to launch on Starship, enabling the mass-to-orbit needed for large-scale space computing • Uses laser links while avoiding many of the complex communications systems required by Starlink satellites • SpaceX believes future versions can scale far beyond this first design Elon Musk says the path to scaling AI in space requires 3 things: • Massive launch capability (Starship) • Enormous solar power generation • Large radiators to reject heat from AI chips He also suggested that truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, implying millions of tons of infrastructure in orbit.

DogeDesigner

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Elon on why the Moon is the key bridge to becoming multi-planetary: “We can build a self-growing city on the Moon faster than Mars. No atmosphere + 1/6th gravity = perfect for railguns/mass drivers to launch AI data centers into deep space using Moon materials. Could scale to 1,000+ terawatts of space-based AI compute. Plus… Moon vacations would be epic.” Visionary stuff from Elon🔥 Source: J.P. Morgan

Elon on why the Moon is the key bridge to becoming multi-planetary: “We can build a self-growing city on the Moon faster than Mars. No atmosphere + 1/6th gravity = perfect for railguns/mass drivers to launch AI data centers into deep space using Moon materials. Could scale to 1,000+ terawatts of space-based AI compute. Plus… Moon vacations would be epic.” Visionary stuff from Elon🔥 Source: J.P. Morgan

Mario Nawfal

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Canada’s defense industry could be entering its biggest growth cycle in decades. Canada’s new NATO commitment to increase defense spending from 2% to 5% of GDP could nearly triple the country’s defense budget over the next decade. And this isn’t one-time spending. It’s a long-term structural shift that could reshape: - Defense & security companies - Advanced manufacturing - Aerospace & space technologies - Cybersecurity & infrastructure - Canada’s industrial economy After already seeing defense budgets double in the last 18 months, the momentum is accelerating fast. For industry—and investors—this could be a major turning point. Watch the full interview on BTV. Learn More:

Canada’s defense industry could be entering its biggest growth cycle in decades. Canada’s new NATO commitment to increase defense spending from 2% to 5% of GDP could nearly triple the country’s defense budget over the next decade. And this isn’t one-time spending. It’s a long-term structural shift that could reshape: - Defense & security companies - Advanced manufacturing - Aerospace & space technologies - Cybersecurity & infrastructure - Canada’s industrial economy After already seeing defense budgets double in the last 18 months, the momentum is accelerating fast. For industry—and investors—this could be a major turning point. Watch the full interview on BTV. Learn More:

BTV & CEO Clips

53,904 Aufrufe • vor 2 Monaten

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

Tsla Archive

63,631 Aufrufe • vor 6 Monaten

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Dustin

28,002 Aufrufe • vor 5 Monaten

Mach33 has published its new SpaceX valuation model. Mach33 believes the current ~$1.77T equity valuation does not fully reflect the long-term upside from Starship, orbital compute infrastructure, and future SpaceX growth initiatives. "The globe below shows their base case for what SpaceX places on orbit through 2040. In 2028 the model puts ~40,000 tonnes of Starlink mass on orbit as the first orbital data center satellites may appear. Through the late 2020s almost all the new mass is still broadband, and the compute halo only scales once Starship cadence is redirected after 2030. By 2040 that halo reaches roughly 370,000 tonnes on orbit, Starlink mass on orbit peaks near 860,000 tonnes around 2038, and the Moon and Mars program lands around 34,000 tonnes of payload on the surface. The revenue view tells the same story in dollars: Starlink scales first to roughly $300 billion a year by the early 2030s and funds the company, while orbital-compute revenue overtakes it around 2036 and climbs toward $1 trillion a year by 2040. That ordering sets up the rest of this report: Starlink hardware goes up first and funds the company through 2030, compute hardware goes up later and carries the value." You can read the full thing here:

Mach33 has published its new SpaceX valuation model. Mach33 believes the current ~$1.77T equity valuation does not fully reflect the long-term upside from Starship, orbital compute infrastructure, and future SpaceX growth initiatives. "The globe below shows their base case for what SpaceX places on orbit through 2040. In 2028 the model puts ~40,000 tonnes of Starlink mass on orbit as the first orbital data center satellites may appear. Through the late 2020s almost all the new mass is still broadband, and the compute halo only scales once Starship cadence is redirected after 2030. By 2040 that halo reaches roughly 370,000 tonnes on orbit, Starlink mass on orbit peaks near 860,000 tonnes around 2038, and the Moon and Mars program lands around 34,000 tonnes of payload on the surface. The revenue view tells the same story in dollars: Starlink scales first to roughly $300 billion a year by the early 2030s and funds the company, while orbital-compute revenue overtakes it around 2036 and climbs toward $1 trillion a year by 2040. That ordering sets up the rest of this report: Starlink hardware goes up first and funds the company through 2030, compute hardware goes up later and carries the value." You can read the full thing here:

Sawyer Merritt

439,745 Aufrufe • vor 2 Monaten

CHRIS CAMILLO ON WHY AMAZON $AMZN IS HIS BIGGEST AI BET Chris Camillo's thesis: the AI efficiency wave. Every company in the world gets massively more efficient over the next few years as they adopt AI. The biggest beneficiary of that wave is undoubtedly Amazon. Why: they spent 20 years building a global logistics infrastructure that is now poised to get dramatically cheaper to run through AI and robotics. On top of that: - One of 3-4 companies spending hundreds of billions on AI infrastructure - Top 3 global digital ad company - "People think they're spending too much. I think they're spending too little." "Everything I could think of at Amazon right now is a positive long term."

CHRIS CAMILLO ON WHY AMAZON $AMZN IS HIS BIGGEST AI BET Chris Camillo's thesis: the AI efficiency wave. Every company in the world gets massively more efficient over the next few years as they adopt AI. The biggest beneficiary of that wave is undoubtedly Amazon. Why: they spent 20 years building a global logistics infrastructure that is now poised to get dramatically cheaper to run through AI and robotics. On top of that: - One of 3-4 companies spending hundreds of billions on AI infrastructure - Top 3 global digital ad company - "People think they're spending too much. I think they're spending too little." "Everything I could think of at Amazon right now is a positive long term."

WOLF

45,256 Aufrufe • vor 4 Monaten

Starship Is The Largest And Most Powerful Space Transportation System Ever Built Standing over 400 feet (123m) tall with a 9m diameter, it is as Elon Musk stated “the largest flying object by far ever made.” Its current configuration delivers ~72 MN of liftoff thrust, already double the Saturn V’s 35.1 MN. With Raptor 3 engines, it will reach nearly three times the Saturn V’s thrust. Designed as the backbone for multiplanetary expansion, Starship can deliver 100–150 metric tons to LEO fully reusable (up to 250 tons expendable). This capability is essential for deploying massive infrastructure such as orbital AI data centers and transporting the millions of tons of cargo and thousands of people required to establish a self-sustaining civilization on Mars. Size matters when building across the solar system.

Starship Is The Largest And Most Powerful Space Transportation System Ever Built Standing over 400 feet (123m) tall with a 9m diameter, it is as Elon Musk stated “the largest flying object by far ever made.” Its current configuration delivers ~72 MN of liftoff thrust, already double the Saturn V’s 35.1 MN. With Raptor 3 engines, it will reach nearly three times the Saturn V’s thrust. Designed as the backbone for multiplanetary expansion, Starship can deliver 100–150 metric tons to LEO fully reusable (up to 250 tons expendable). This capability is essential for deploying massive infrastructure such as orbital AI data centers and transporting the millions of tons of cargo and thousands of people required to establish a self-sustaining civilization on Mars. Size matters when building across the solar system.

Lacey

29,689 Aufrufe • vor 2 Monaten

🇺🇸 BERNIE SANDERS SAYS AI DATA CENTERS COULD JACK UP BILLS AND WILL KILL YOUR JOB Bernie is pushing back on the rapid spread of massive AI data centers, arguing the damage is already showing up far from Silicon Valley. These facilities are not harmless buildings filled with computers. They consume extraordinary amounts of electricity and water, forcing local grids to stretch and utilities to pass higher costs down to households that never asked for them. Sanders says the AI boom is being sold as progress while the downsides land unevenly. Automation threatens jobs that once supported families, and the infrastructure needed to keep servers running often falls on local governments. Communities are left dealing with long term strain while tech companies capture the upside and move on. His answer is a pause. He wants new data center construction halted until clear rules exist that protect workers, limit environmental damage, and stop utility bills from quietly climbing. The goal is not to shut down innovation, but to slow it long enough to set boundaries. Source: Newsweek, Bernie Sanders

🇺🇸 BERNIE SANDERS SAYS AI DATA CENTERS COULD JACK UP BILLS AND WILL KILL YOUR JOB Bernie is pushing back on the rapid spread of massive AI data centers, arguing the damage is already showing up far from Silicon Valley. These facilities are not harmless buildings filled with computers. They consume extraordinary amounts of electricity and water, forcing local grids to stretch and utilities to pass higher costs down to households that never asked for them. Sanders says the AI boom is being sold as progress while the downsides land unevenly. Automation threatens jobs that once supported families, and the infrastructure needed to keep servers running often falls on local governments. Communities are left dealing with long term strain while tech companies capture the upside and move on. His answer is a pause. He wants new data center construction halted until clear rules exist that protect workers, limit environmental damage, and stop utility bills from quietly climbing. The goal is not to shut down innovation, but to slow it long enough to set boundaries. Source: Newsweek, Bernie Sanders

Mario Nawfal

14,275 Aufrufe • vor 8 Monaten

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!

Teslaconomics

148,575 Aufrufe • vor 6 Monaten