[New] Eventually, SpaceX hopes to use Starship's high cargo capacity to rapidly build out its satellite Internet constellation, Starlink, and to construct an orbital artificial intelligence data center.
Scientific American
[New] NASA has a deal with SpaceX to use Starship as a moon lander as soon as 2028.
CNA
[New] SpaceX could be worth far more in the future as it expands Starlink and orbital AI pursuits.
Broadband Breakfast
[New] SpaceX would need to 10 x in three or four years to reach $1 trillion - a herculean feat given that bullish analysts have projected less than half that for 2030.
Fortune
[New] SpaceX will be the world's first $10 Trillion company.
Yahoo! Finance
[New] NASA has placed its future of humans on the lunar surface on a single commercial partnership, with SpaceX - a mighty risk considering it represents the future of US human spaceflight.
DebateUS
[New] Catching Starship is not required for the Artemis III demonstration, but a faster launch cadence will become increasingly important as SpaceX prepares for later missions, including the multiple launches needed to fuel a lunar lander in orbit.
theregister
[New] Two of the largest AI developers, Anthropic and OpenAI, are preparing for what could be among the largest stock offerings in history, joining SpaceX in the tiny club of companies valued $1 trillion dollars or more.
Brookings
[New] SpaceX has set a target of exceeding 2 GW by year-end 2026, and it has outlined a goal of 20 GW in power-and-cooling infrastructure by the end of 2027.
Crypto Briefing
[New] SpaceX announced Starbase Louisiana, a new coastal launch facility near Vermilion Parish with plans for over a dozen launch towers, a $100 billion investment commitment, and a target of thousands of Starship flights per year starting in 2029.
KeepTrack
[New] The massive $16.8 billion chip facility, which is being built by Tesla and SpaceX with help from Intel, will be located in Grimes County, population 29,268.
The Verge
[New] The new spaceport, which SpaceX has named Starbase, Louisiana, will be the biggest launch site on Earth.
Scientific American
[New] SpaceX could pursue a hybrid network combining Starlink satellites with ground infrastructure, including towers where femtocells cannot provide sufficient coverage. / USA
Proactiveinvestors UK
[New] UBS expects Starlink growth to accelerate once SpaceX reaches critical mass with its V3 fixed broadband satellites, which it expects to happen sometime in 2027.
Proactiveinvestors UK
[New] Probably in four or five years, AI will be 99% of the value of SpaceX.
KeepTrack
[New] SpaceX is partnering with NVIDIA to develop its Starmind AI1 satellites, which are expected to incorporate Rubin GPUs and Vera CPUs.
Small Island Research Notes
[New] SpaceX and Tesla commit initial $16.8 billion to Terafab AI chip complex SpaceX and Tesla said they will initially invest $16.8 billion in Terafab, an advanced AI semiconductor complex planned for Grimes County, Texas.
Prompt Injection
[New] SpaceX said on Tuesday that it intends to compete for wireless subscribers, but the upgraded service depends on satellites that launch in 2027.
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