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Yesterday, SpaceX received fast-tracked FTC approval for acquiring a startup founded by former SpaceX engineers called Mesh Optical Technologies. Mesh builds high-speed optical transceiver devices that convert electrical signals into light (photons/lasers) for data transmission. This technology lets thousands of Starlink satellites communicate quickly while being more energy efficient...

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Nic Cruz Patane

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109,492 просмотров • 21 дней назад •via X (Twitter)

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SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space
0:26

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 просмотров • 1 месяц назад

🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor
1:00

🇺🇸 SpaceX is exploring extending Starlink's laser communication network to the Moon, using the same optical tech already running in orbit today. Current Starlink satellites carry space lasers hitting 100 Gbps per link, with over 10,000 already operating and transmitting at least 42 petabytes of data daily. Reaching the Moon is a different challenge entirely. At 384,000 km away vs. a few hundred for LEO satellites, keeping a coherent laser locked on target is a serious engineering problem. There’s no timeline yet, but if it works, it would give NASA's Artemis missions a data pipeline far beyond anything currently possible with deep space communications. Elon is basically building the internet in space. Source: Starlink, SpaceX, Basenor

Mario Nawfal

109,112 просмотров • 1 месяц назад

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.
0:23

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

27,597 просмотров • 1 месяц назад

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship
0:46

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship

ALEX

34,324,728 просмотров • 1 год назад

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.
0:26

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.

Wall Street Mav

814,640 просмотров • 3 месяцев назад

Starship will start deploying Next-Gen Starlink satellites in mid-2027 SpaceX is taking the next giant leap with Starship This fully reusable launch vehicle is the key to deploying the next-generation Starlink constellation at record speed ✅ Launch 50+ satellites per mission ✅ Deploy roughly 1,200 satellites in just 6 months ✅ Achieve contiguous global coverage by 2027 By flying at a low altitude of 350 km, it's optimizing performance while ensuring space safety. From the most remote polar regions to bustling cities, voice and data services are going everywhere
1:09

Starship will start deploying Next-Gen Starlink satellites in mid-2027 SpaceX is taking the next giant leap with Starship This fully reusable launch vehicle is the key to deploying the next-generation Starlink constellation at record speed ✅ Launch 50+ satellites per mission ✅ Deploy roughly 1,200 satellites in just 6 months ✅ Achieve contiguous global coverage by 2027 By flying at a low altitude of 350 km, it's optimizing performance while ensuring space safety. From the most remote polar regions to bustling cities, voice and data services are going everywhere

X Freeze

11,701 просмотров • 4 месяцев назад

🚨 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
8:09

🚨 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 просмотров • 5 месяцев назад

Cathie Wood on Tesla and SpaceX: "This will be considered as the year of the RoboTaxi. We're also learning more about Elon Musk's plans for the moon, for solar powered data centers in Space, and for Mars, and you'll see a lot of what we expect for the next 20 to 25 years in our open source SpaceX model that came out around mid year and caused quite a stir. We also had a great year in terms of space exploration. SpaceX made all kinds of announcements and is delivering service and Starlink throughout the world."
1:47

Cathie Wood on Tesla and SpaceX: "This will be considered as the year of the RoboTaxi. We're also learning more about Elon Musk's plans for the moon, for solar powered data centers in Space, and for Mars, and you'll see a lot of what we expect for the next 20 to 25 years in our open source SpaceX model that came out around mid year and caused quite a stir. We also had a great year in terms of space exploration. SpaceX made all kinds of announcements and is delivering service and Starlink throughout the world."

DogeDesigner

1,024,851 просмотров • 6 месяцев назад

Former long-time SpaceX employee Abhi Tripathi on a SpaceX IPO: "Once Musk realized Starlink satellites could be architected into a distributed network of data centers, the writing was on the wall. That is the moment an IPO suddenly came into play after being unlikely for so long. If you have followed Elon’s tactics, you know that once he commits to something, he leans fully into it. Much of the AI race comes down to amassing and deploying assets that work quicker than your competition. A large war chest resulting from an IPO will greatly help his cause and disadvantage all others.” Abhi worked at SpaceX for 10.5 years starting in 2010. Source:
2:27

Former long-time SpaceX employee Abhi Tripathi on a SpaceX IPO: "Once Musk realized Starlink satellites could be architected into a distributed network of data centers, the writing was on the wall. That is the moment an IPO suddenly came into play after being unlikely for so long. If you have followed Elon’s tactics, you know that once he commits to something, he leans fully into it. Much of the AI race comes down to amassing and deploying assets that work quicker than your competition. A large war chest resulting from an IPO will greatly help his cause and disadvantage all others.” Abhi worked at SpaceX for 10.5 years starting in 2010. Source:

Sawyer Merritt

1,329,790 просмотров • 7 месяцев назад

Joel Shulman on SpaceX and Elon Musk today: • SpaceX dominates the launch market with around 90% market share. • Even competitors rely on SpaceX launches, highlighting its industry leadership. • SpaceX has over 10,000 satellites in orbit, giving it a major competitive advantage. • The company has built a strong moat that is difficult for rivals to replicate. • Launch costs have fallen from ~$54,000/kg to about $2,000/kg, making SpaceX the clear cost leader. • While traditional launch costs have remained high, SpaceX has dramatically reduced costs through innovation. • Elon Musk is a modern-day Rockefeller, for his relentless focus on cost efficiency. • Starlink is the crown jewel of its business.
1:35

Joel Shulman on SpaceX and Elon Musk today: • SpaceX dominates the launch market with around 90% market share. • Even competitors rely on SpaceX launches, highlighting its industry leadership. • SpaceX has over 10,000 satellites in orbit, giving it a major competitive advantage. • The company has built a strong moat that is difficult for rivals to replicate. • Launch costs have fallen from ~$54,000/kg to about $2,000/kg, making SpaceX the clear cost leader. • While traditional launch costs have remained high, SpaceX has dramatically reduced costs through innovation. • Elon Musk is a modern-day Rockefeller, for his relentless focus on cost efficiency. • Starlink is the crown jewel of its business.

DogeDesigner

67,180 просмотров • 10 дней назад

🇺🇸 FALCON 9 BLASTS 28 STARLINKS INTO ORBIT The skies above California lit up like a sci-fi movie as Falcon 9 ripped through the atmosphere, hurling 28 brand-new Starlink satellites into space. That’s 28 more eyes in the sky, part of Elon’s plan to wrap the planet in high-speed internet, or, depending on how you see it, create the ultimate galactic Wi-Fi grid. The rocket’s fire trail carved across the night while SpaceX casually made history again. At this rate, Elon’s basically building a space empire one batch of satellites at a time, and Earth is just along for the ride. Source: SpaceX
0:26

🇺🇸 FALCON 9 BLASTS 28 STARLINKS INTO ORBIT The skies above California lit up like a sci-fi movie as Falcon 9 ripped through the atmosphere, hurling 28 brand-new Starlink satellites into space. That’s 28 more eyes in the sky, part of Elon’s plan to wrap the planet in high-speed internet, or, depending on how you see it, create the ultimate galactic Wi-Fi grid. The rocket’s fire trail carved across the night while SpaceX casually made history again. At this rate, Elon’s basically building a space empire one batch of satellites at a time, and Earth is just along for the ride. Source: SpaceX

Mario Nawfal

40,984 просмотров • 9 месяцев назад

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench
21:07

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

Herbert Ong

199,523 просмотров • 1 месяц назад

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,906,996 просмотров • 7 месяцев назад

Comparing the California High Speed Rail to Elon Musk’s SpaceX This is how criminally inefficient California's bureaucracy has become - The California High-Speed Rail Authority is 6 years older than SpaceX - Total private funding for SpaceX was $12 billion, whereas California's high-speed rail is projected to cost $231 billion by the time it's completed (That's 2,000% more funding than SpaceX had) In the same amount of time, California has laid zero miles of high-speed rails while SpaceX has developed a reusable rocket, delivered astronauts and saved astronauts from the International Space Station, and as of today has a $2.5 trillion market cap Elon Musk will literally have been able to send people to Mars at a fraction of the cost and at a fraction of the amount of time that it's taken Gavin Newsom just to send Californians up the coast
2:10

Comparing the California High Speed Rail to Elon Musk’s SpaceX This is how criminally inefficient California's bureaucracy has become - The California High-Speed Rail Authority is 6 years older than SpaceX - Total private funding for SpaceX was $12 billion, whereas California's high-speed rail is projected to cost $231 billion by the time it's completed (That's 2,000% more funding than SpaceX had) In the same amount of time, California has laid zero miles of high-speed rails while SpaceX has developed a reusable rocket, delivered astronauts and saved astronauts from the International Space Station, and as of today has a $2.5 trillion market cap Elon Musk will literally have been able to send people to Mars at a fraction of the cost and at a fraction of the amount of time that it's taken Gavin Newsom just to send Californians up the coast

Wall Street Apes

198,759 просмотров • 28 дней назад

Elon Musk explains how Starlink works? "I think there's several 1000 satellites in low Earth orbit, and they're moving around 25 times the speed of sound in these zipping around the Earth, basically. And they're at an altitude of about 550 kilometers, which is called generally low earth orbit, because they're at low Earth orbit. Their latency is low because the distances is not that far, compared to Geo stationary satellite, 36,000 kilometers. So you've got 1000s of satellites providing low latency, high speed internet throughout the world, and they are interconnected as well. So there are laser links between the satellites. So it forms sort of a laser mesh, so that if, let's say if cables are damaged or cut, like fiber cables, the satellites can communicate between each other and provide connectivity. For example, when the Red Sea cables were cut, I think a few months ago, the Starlink satellite network, continued to function."
1:25

Elon Musk explains how Starlink works? "I think there's several 1000 satellites in low Earth orbit, and they're moving around 25 times the speed of sound in these zipping around the Earth, basically. And they're at an altitude of about 550 kilometers, which is called generally low earth orbit, because they're at low Earth orbit. Their latency is low because the distances is not that far, compared to Geo stationary satellite, 36,000 kilometers. So you've got 1000s of satellites providing low latency, high speed internet throughout the world, and they are interconnected as well. So there are laser links between the satellites. So it forms sort of a laser mesh, so that if, let's say if cables are damaged or cut, like fiber cables, the satellites can communicate between each other and provide connectivity. For example, when the Red Sea cables were cut, I think a few months ago, the Starlink satellite network, continued to function."

DogeDesigner

536,493 просмотров • 7 месяцев назад

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.
2:38

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

137,691 просмотров • 1 месяц назад

Jensen Huang is investing in every photonics company he can find and the reason why tells you everything about where AI is headed (Save this). Lip-Bu Tan, the CEO of Intel says, when he looks for investment opportunities, he looks for the bottleneck and right now, the bottleneck is the interconnect, the pipes that move data between chips inside an AI data center. That is why he backed Credo Semiconductor, Astera Labs and Celestial AI on the optical side. Here is the simple version of what the interconnect bottleneck actually means. Think of an AI data center like a city, the GPUs are the buildings where all the work happens but for those buildings to function, you need roads connecting them, fast roads that can carry enormous traffic without congestion. And those roads are now the single biggest constraint on AI performance. As clusters scale to hundreds of thousands of GPUs, traditional copper wiring is hitting its physical limits and that is where this entire sector comes in. Credo Semiconductor (CRDO) is the most direct pure play on this theme, Credo makes high speed cables and optical chips that connect GPUs inside data center racks. Their revenue tripled in fiscal 2026 to $1.3 billion, growing 272% year over year at its peak and four of the world's largest hyperscalers each individually account for more than 10% of Credo's revenue. Astera Labs (ALAB) solves the connection problem between different chip types. Astera makes the PCIe and connectivity chips that manage data flow between GPUs, CPUs, and memory without errors or slowdowns. Their revenue grew 93% year over year to $308 million in Q1 2026 alone. The optical companies are where the longer-term and potentially larger opportunity lives. Copper has physical limits, you can only push electrical signals so far before the signal degrades, the heat spikes and power consumption explodes. The solution is light, fiber optic connections that move data using photons instead of electrons which is faster, cooler and far more energy efficient. Jensen Huang made this clear at Computex 2026 because copper works as long as physically possible but at greater distances and larger scale, optics takes over. Coherent (COHR) is the most established optical company in this space. Coherent makes the lasers, transceivers, and optical components at the foundation of all fiber optic communications. Nvidia signed a multibillion-dollar purchase commitment and invested $2 billion directly into the company and their customer order books are already extending out to 2028. Marvell (MRVL) is the most comprehensive bet across the entire connectivity stack. Marvell makes chips for optical networking, PCIe switching and custom AI silicon. Jensen Huang called Marvell the next trillion dollar company at Computex 2026 and backed it with a $2 billion Nvidia investment. Marvell also acquired Celestial AI, the exact company Lip-Bu Tan backed for $3.25 billion, gaining photonic fabric technology delivering 16 terabits per second of bandwidth. Lumentum (LITE), Corning (GLW), and Ciena (CIEN) round out the major public names. Lumentum received a $2 billion Nvidia investment for laser and photonics components. Corning known mostly for phone glass received $500 million from Nvidia for optical connectivity work and is up over 100% year to date. Ciena runs the optical networking systems between data centers and is seeing analyst price targets raised on the back of the AI optics boom. Every time a hyperscaler spends a billion dollars on Nvidia GPUs, the surrounding infrastructure, cables, switches, transceivers, optical components has to be upgraded to match. The smarter the GPU gets, the more the interconnect matters. Nvidia has committed at least $6.5 billion to photonics companies in the past 4 months alone and the companies building the roads between the GPUs may end up being just as valuable as the companies building the GPUs themselves. Follow me Melvin for more AI, semis and the next big market themes.
0:29

Jensen Huang is investing in every photonics company he can find and the reason why tells you everything about where AI is headed (Save this). Lip-Bu Tan, the CEO of Intel says, when he looks for investment opportunities, he looks for the bottleneck and right now, the bottleneck is the interconnect, the pipes that move data between chips inside an AI data center. That is why he backed Credo Semiconductor, Astera Labs and Celestial AI on the optical side. Here is the simple version of what the interconnect bottleneck actually means. Think of an AI data center like a city, the GPUs are the buildings where all the work happens but for those buildings to function, you need roads connecting them, fast roads that can carry enormous traffic without congestion. And those roads are now the single biggest constraint on AI performance. As clusters scale to hundreds of thousands of GPUs, traditional copper wiring is hitting its physical limits and that is where this entire sector comes in. Credo Semiconductor (CRDO) is the most direct pure play on this theme, Credo makes high speed cables and optical chips that connect GPUs inside data center racks. Their revenue tripled in fiscal 2026 to $1.3 billion, growing 272% year over year at its peak and four of the world's largest hyperscalers each individually account for more than 10% of Credo's revenue. Astera Labs (ALAB) solves the connection problem between different chip types. Astera makes the PCIe and connectivity chips that manage data flow between GPUs, CPUs, and memory without errors or slowdowns. Their revenue grew 93% year over year to $308 million in Q1 2026 alone. The optical companies are where the longer-term and potentially larger opportunity lives. Copper has physical limits, you can only push electrical signals so far before the signal degrades, the heat spikes and power consumption explodes. The solution is light, fiber optic connections that move data using photons instead of electrons which is faster, cooler and far more energy efficient. Jensen Huang made this clear at Computex 2026 because copper works as long as physically possible but at greater distances and larger scale, optics takes over. Coherent (COHR) is the most established optical company in this space. Coherent makes the lasers, transceivers, and optical components at the foundation of all fiber optic communications. Nvidia signed a multibillion-dollar purchase commitment and invested $2 billion directly into the company and their customer order books are already extending out to 2028. Marvell (MRVL) is the most comprehensive bet across the entire connectivity stack. Marvell makes chips for optical networking, PCIe switching and custom AI silicon. Jensen Huang called Marvell the next trillion dollar company at Computex 2026 and backed it with a $2 billion Nvidia investment. Marvell also acquired Celestial AI, the exact company Lip-Bu Tan backed for $3.25 billion, gaining photonic fabric technology delivering 16 terabits per second of bandwidth. Lumentum (LITE), Corning (GLW), and Ciena (CIEN) round out the major public names. Lumentum received a $2 billion Nvidia investment for laser and photonics components. Corning known mostly for phone glass received $500 million from Nvidia for optical connectivity work and is up over 100% year to date. Ciena runs the optical networking systems between data centers and is seeing analyst price targets raised on the back of the AI optics boom. Every time a hyperscaler spends a billion dollars on Nvidia GPUs, the surrounding infrastructure, cables, switches, transceivers, optical components has to be upgraded to match. The smarter the GPU gets, the more the interconnect matters. Nvidia has committed at least $6.5 billion to photonics companies in the past 4 months alone and the companies building the roads between the GPUs may end up being just as valuable as the companies building the GPUs themselves. Follow me Melvin for more AI, semis and the next big market themes.

Melvin

151,748 просмотров • 20 дней назад

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?
2:28

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

SafetySwipe

24,609 просмотров • 1 месяц назад

When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.
0:54

When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺🇮🇪

65,691 просмотров • 3 месяцев назад