Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top …
What becomes free and abundant stops being where the money is and becomes less important. Tap water is essential and it is not an industry. If Jason is right that Deepseek and Other Open Source AI are indistinguishable for 95% of queries. The consequence is not that corporations buy hardware and run open source. 95% …
US Admiral Brad Cooper has presented a plan for another intensive 10-14 campaign to reduce Iran’s missiles. Ship-to-ship transfers off Oman and the UAE have surged, satellite images show tankers lining up to quietly hand off crude outside the danger zone, and Bloomberg data shows volumes climbing back toward 4–7 million barrels a day for …
Super Micro Computer has a complete Data Center Building Block Solutions® (DCBBS). They have a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a …
SpaceX is making minihard, an improved modular 220K GB300 data center. It will be small building to the right of Macrohard and Macrohardrr. It is the most important thing Elon and SpaceXAI has said about its infrastructure this year. Minihard is about 25% of the floor area of Macrohardrr but the same 220K GB300s. Minihard …
SpaceX says it is targeting thousands of Starship flights a year. We are seeing progress to recovery and reuse of Starship. The booster has been recovered 3 times and reused twice. The new booster needs engine software improvements and the upper stage starship catch will be attempted in the next flight (14). If booster and …
Can APR Energy and Elon Musk out-deliver Bloom Energy on gigawatts for AI Data Centers by 2028–2029. Yes, if the in-house hot section qualifies on schedule. That single materials milestone, not capital and not willingness to pay, is what the whole trajectory turns on. It is exactly the kind of first-principles metallurgy problem SpaceX has …
NVIDIA announced full production ramp at GTC Taipei on June 1, 2026. NVIDIA said the rack assembly time dropped ~95% (from ~2 hours to ~5 minutes) thanks to the modular, cable-free MGX tray design. The misinterpreted statement that 1,000 Vera Rubin Racks can be assembled each day is correct but that is only the assembly …
There is a report that SpaceX has placed its first orders for Nvidia GB300-based AI servers to Taiwan’s Foxconn. SpaceX will buy 13,000 racks for about 1 million GPUs/ It is a deal worth an estimated US$52 billion, ($4M each rack). It is a Taiwan media report citing unnamed industry sources. SpaceX has placed its …
Superintelligence is not one event — it is and will be a frontier that advances domain by domain, in strict order of how cheaply each domain’s work can be verified. Synthetic data factories can push capability arbitrarily far above human level in any domain where the grader is superhuman-checkable — because there, self-play works, exactly …
Aerial photos and other analysis of SPACEXAI colossus 2 indicate that there are 440,000 B200 and B300 chips active as of 2 weeks ago. Brian WangBrian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many …