Elon and SpaceX are targeting 1000 starship launches in 2028 and 3000 in 2029 and 8000 in 2030. Elon talked about rough general goals for AI data center in space 1 GW next year, 10 GW in 2028, 100 GW in 2029 the plan and rough goals they are working towards. This is aggressive because …
SpaceX and XAI have what all of the hyperscalers and AI giants need. They have ai data centers that have been built with the energy, chips and memory that others are bidding up to get so they can have data centers in 2-4 years. Paying SpaceX lets them make money now. SpaceX also is able …
SpaceX has more annualized cloud revenue than Google and is will run ahead of Amazon AI for AI cloud revenue. SpaceXAI has 20% of all active and completed AI data centers in the past two years. The lead in AI Cloud revenue is a $26 billion runrate from the Anthropic and Google deals. This is …
CEO Blue Origin Dave Limp gives LC-36 updates. Now that they’ve had access to the pad and integration facility they can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower …
Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The …
The Trump administration has most pegged the near term price tag for Golden Dome’s objective architecture at approximately $185 billion. 60% of this will be in space for about 1200 satellites and then scaling to 7500 interceptors and then replacements every five years. Last year, President Trump put forward a $175 billion figure, which he …
The AI-Driven Valuation Explosion will go beyond Nvidia $5 Trillion. In May 2026, we have multiple companies valued at $3–6 trillion. We will have $10 trillion companies by the end of 2026 and $50 trillion companies by 2028. NVIDIA (~$5.2T), Alphabet (~$4.6T), Apple (~$4.5T), and Microsoft (~$3.3T), with Amazon close behind at ~$2.9T. This is …
Theo is an AI practitioner. He and his team use the AI to code for their own startup. He personally uses over $500/month of API compute and members of his team use $2000/month. He indicates the shift for Anthropic was Claude 4.5 becoming really useful. The pricing then shifted and they bumped everyone up by …
How much of a gamechanger is the Anthropic deal with SpaceX? What is the income statement impact ? What is likely to happen for the SpaceX IPO pricing and trading on the day and for the rest of the year. As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and …
Anthropic is likely at 75-90% profit margin most of the time on user subscriptions. Most users are likely in the 10-50% usage levels and some don’t use it all just like stored balance credit cards. This means that AI data center operators at 60-80% profit margin or chip and memory makers in the same range …
Elon is saying SpaceX built its own super-optimized AI training software from scratch in the C programming language. It is 10 times faster than Google JAX framework. It’s designed to run on a massive cluster of 220,000 cutting-edge NVIDIA GB300 GPUs connected by ultra-fast 800G networks. They use pipeline parallelism and get as close to …