Global Scans · SpaceX · Weekly Summary

• [New] SpaceX plans to send one million more satellites into orbit, for space-based data centers, which would significantly alter the appearance of the sky. www.eso.org
• [New] The most optimistic scenario for the AI business sees SpaceX overcoming engineering constraints and rapidly scaling orbital data centers to capture 20% of forecast AI computing capacity by 2040. ST
• [New] Musk's SpaceX company has announced plans to launch more than 1 million satellites by 2028 to serve as data centers powering the artificial intelligence boom. Euronews
• [New] SpaceX told investors that it plans to launch a new Starlink mobile service for U.S. mobile consumers that would put it in direct competition with AT&T, T-Mobile and Verizon. Fierce Network
• [New] Google will pay SpaceX $920 million per month to lease AI computing resources, including approximately 110,000 NVIDIA GPUs. note
• [New] In 2030, SpaceX will be viewed not as a rocket company, but as an AI compute supply company. note
• [New] The capital for the SpaceX IPO has to come from somewhere and it could come from other big tech companies to diversify sector allocations in portfolios. / USA Watson French Wealth Management
• [New] The inclusion of SpaceX into major passive tracking indices will trigger a historic, mandated reallocation of global capital. Klover.ai - Klover.ai
• [New] If Morgan Stanley's forecast is truly accurate, there is a possibility that SpaceX will be the world's largest company by 2040. note
• [New] SpaceX - with its $2 trillion valuation, Starlink subscription engine, and xAI artificial intelligence business - will generate demand that dwarfs anything Medline produced. Synergistic Financial Advisors
• [New] SpaceX is building multiple launch pads for its super-heavy Starship rocket, which will operate within a few miles of launch pads operated by SpaceX rivals Blue Origin and United Launch Alliance. Ars Technica
• [New] SpaceX plans to distribute its IPO shares in Korea through private placement basis in Korea. Emerging Market Skeptic
• [New] A lot of US banks are going to do very well out of the SpaceX IPO. Yahoo! Finance UK
• [New] SpaceX is currently excluded from the S&P 500 due to its $4.94 billion GAAP net loss in 2025 from its AI/xAI division, with S&P Dow Jones Indices explicitly declining to waive its profitability requirements, pushing potential inclusion to mid-2027 at the earliest. Disruption Banking
• [New] SpaceX will be able to ramp up APR Energy to 2 to 5 GW per year of energy. NextBigFuture.com
• [New] The launch business, the actual rockets, the thing everyone calls SpaceX, contributed $4 B and is currently losing money, because they are burning capital to scale Starship into something that will eventually make every other launch vehicle on earth look like a horse-drawn carriage. Milk Road
• SpaceX just announced the design for its AI1 Compute Satellite, which it hopes to use as an orbital data center spacecraft. ScienceDaily
• SpaceX will bring low cost, mass scale and new business models. NextBigFuture.com
• SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. NextBigFuture.com
• SpaceX seeks to launch as many as a million data-center satellites to move the computing needs for AI from Earth into space, where less and looser regulation could allow more rapid growth - and even greater profits. Scientific American

Last updated: 06 July 2026