In order to understand the addressable market case for many of the AI and space markets you must understand replatforming. Replatforming is when a fundamentally better technology platform displaces or layers on top of the old infrastructure and business models. It wins because it offers lower costs, vastly better scalability, broader accessibility, and new capabilities …
Blue Origin’s New Glenn NG-3 mission launched successfully this morning (April 19, 2026) from Cape Canaveral, carrying AST SpaceMobile’s BlueBird 7 (Block 2 FM2) satellite. After the launch and booster recover, the mission continued for 90 minutes or so. UPDATE – ASTS admits the satellite is too low and cannot be saved. Planned second-stage profile …
FCC Chair says all gas no brakes for space economy regulatory approvals. Amazon is acquiring Globalstar for $11.5 billion for their direct to cellphone spectrum and very crude low bandwidth satellites in orbit. Amazon LEO will make just satellite internet but also DTC. Direct to cellphone. Globalstar satellites, radio frequency spectrum, and operational expertise will …
Retail investors (non-institutional individual/public shareholders) own roughly 35–44% of Tesla (TSLA) stock, depending on the exact source and reporting date. This is one of the higher retail ownership levels among trillion-dollar market-cap companies. This is $380-440 billion of the $1.1 trillion valuation of Tesla. Half of the retail investors in Tesla could be long time …
The next-generation AST Space Mobile Block 2 BlueBirds are designed to deliver up to 10 times the bandwidth capacity of the first generation BlueBird satellites. They are needed for the goal of 24/7 continuous cellular broadband service coverage. The service will target approximately 100% U.S. nationwide coverage from space with over 5,600 coverage cells, with …
There was a youtube video with a clickbait title of – Megaconstellations May Be Just 2 Days Away From Causing a Kessler Syndrome. The video was made over a month ago. So the specific title NEVER happened. The CRASH Clock asks what is the expected time for a collision in LEO between tracked artificial objects, …
Google Project Suncatcher is a new research moonshot to one day scale machine learning in space. Working backward from this potential future, they are exploring how an interconnected network of solar-powered satellites, equipped with our Tensor Processing Unit (TPU) AI chips, could harness the full power of the Sun. The next step is a learning …
In 2022, AMD completed Class B qualification for the company’s first space-grade Versal™ adaptive SoCs. The XQR Versal™ AI Core XQRVC1902 devices deliver full radiation tolerance, accelerated AI inferencing and high-bandwidth signal processing performance for satellite and space applications. The completion of Class B qualification, derived from the US military specification MIL-PRF-38535. The devices to …
AI data centers on earth face bottlenecks like intermittent solar power, massive water usage for cooling (up to 1.7 million tons per 40 MW facility over a decade), and grid constraints. Space offers near-constant solar exposure (up to 95% capacity factor in sun-synchronous orbits), zero water needs, and rapid deployment (2-3 months vs. years on …
Recent announcements highlight Samsung’s development of an AI-powered modem chip designed to enable direct satellite-to-device (D2D) connectivity with SpaceX’s Starlink constellation. This chip uses AI to optimize signal processing, beamforming, and interference management, allowing unmodified smartphones and devices to connect to low-Earth orbit (LEO) satellites at gigabit speeds—even indoors or through obstacles like buildings and …
In 2026, SpaceX will be launching many of the larger V3 Starlink satellites from the reusable Starship. Dummy version of the V3 Starlink were launched on SpaceX Starship flight 10 and flight 11. Starlink V3’s 60 meter span is like a blue whale. AST Space Mobile Block 2’s array rivals a tennis court. Brian WangBrian …