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SpaceX — page 3

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Tesla’s new Roadster teaser hints at a ‘Cyber’ redesign it doesn’t need

Tesla will finally unveil its new Roadster on October 1, more than eight years after it first showed the car in 2017. And a teaser this weekend suggests the production version is getting Tesla’s “Cyber” design treatment. The teaser shows SpaceX cold gas thrusters firing out the back, and Elon Musk has promised “radical design changes.” But the Roadster never needed a redesign. It needed to ship. more…

ElectrekElectrek•Fred Lambert15 Sept

Can SpaceX Monopolize Space and AI Computing?

Macroeconomics and Economic Realities SpaceX targets an astonishing $100 billion annualized revenue run rate by December 2026. Chief Financial Officer Bret Johnsen frames that as a forward-looking exit run-rate, not recognized full-year revenue. He also ties it to fully integrating the recently acquired AI startup Cursor. Second-quarter revenue reached $7.8 billion, up 92 percent year over year. That pace annualizes to roughly $31 billion today. Massive new AI compute leasing deals drive this rapid financial expansion. The company recently signed a $1.11 billion monthly compute contract beginning in December. That agreement adds over $13 billion in annualized revenue. However, Johnsen describes almost all hosting deals as 90-day commitments with 90-day exit provisions. These amount to roughly six-month commitments rather than guaranteed multi-year backlog. The company still lost $541 million last quarter, narrowing from $1 billion a year earlier. Investors closely monitor whether subscription compute revenues can sustain current valuation growth. Geopolitics and Geostrategy Satellite constellations now serve as vital assets in modern international defense. Starlink provides sovereign nations with resilient communication infrastructure during military conflicts. Consequently, Western governments view SpaceX as an indispensable national security partner. The U.S. Department of Defense relies on specialized Starshield satellite arrays. Meanwhile, launch reliance on foreign nations has vanished across North America. Sovereign access to low Earth orbit strengthens Western geopolitical posture. However, concentrated reliance on a single private contractor creates strategic geopolitical tensions. High-Tech Industry Trends The high-tech landscape is witnessing a convergence of space launch and artificial intelligence. AI developers urgently require massive computational capacity and reliable power sources. SpaceX actively leases access to high-density GPU clusters at dedicated facilities. Anthropic pays $1.25 billion monthly for the majority of capacity at Colossus 1 in Memphis. That facility houses roughly 220,000 Nvidia processors across 300 megawatts, under contract through May 2029. Google pays $920 million monthly from October 2026 through June 2029. Those two deals alone generate about $2.17 billion monthly, a $26 billion annualized run rate. All three contracts together lift monthly external compute revenue toward $3.28 billion. Concurrently, direct-to-device Starlink capabilities threaten legacy telecom operators worldwide. Next-generation direct-to-cell satellites deploy next year, targeting commercial 5G-grade service by early 2028. This dual disruption across telecom and cloud compute reshapes global tech trends. Technology, Science, and Pharmaceuticals Reusable orbital rockets drastically reduce the cost of conducting scientific research in microgravity. Microgravity enables perfect protein crystal growth impossible under Earth’s gravitational pull. Pharmaceutical firms leverage Dragon missions to formulate advanced therapeutic drugs and biopharmaceuticals. Furthermore, the massive Starship launch vehicle carries next-generation Starlink V3 satellites into orbit. That mission marks Starship’s first deployment flight generating direct revenue. The upcoming Starship Flight 14 test flight targets late September 2026. This launch system promises unprecedented payload capacity for deep-space science and commercial payloads. Business Models and Leadership Chief Executive Officer Elon Musk built a vertically integrated commercial enterprise. SpaceX operates as a launch provider, satellite internet operator, and compute landlord. Chief Financial Officer Bret Johnsen successfully monetized excess computing infrastructure through flexible enterprise contracts. Vertical integration allows SpaceX to build rockets, engines, and satellites in-house. This strategy drastically lowers operating costs while maintaining high gross margins. Capturing market share across telecom and cloud services accelerates total revenue diversification. Company Culture and Cybersecurity SpaceX maintains a culture centered on rapid hardware iteration and engineering speed. Fail-fast testing methodologies accelerate technological breakthroughs across all engineering departments. Furthermore, space-based communication networks demand impenetrable hardware and software cybersecurity protocols. Engine-level encryption and secure laser inter-satellite links protect user data against state-sponsored cyberattacks. Orbital communications must resist electronic jamming during geopolitical crises. Enterprise clients prioritize this high level of cyber resilience when selecting satellite networks. Patent Analysis and Future Outlook Patent filings reveal extensive intellectual property covering reusable thermal shielding and propulsion systems. Proprietary Raptor engine architecture and staging mechanisms create massive technical barriers for competitors. Advanced phased-array antenna patents protect Starlink hardware from low-cost knockoffs. Will SpaceX successfully execute its dual expansion into orbital launch and global AI compute? The company possesses unmatched technical velocity and strong market momentum. SpaceX stands poised to dominate high-tech infrastructure on Earth and in orbit.

TITradingView Ideas15 Sept
  • critical toward SpaceX · 68%

SpaceX Turns Turbine Maker as Musk Warns of Years-Long Equipment Shortage

Elon Musk recently warned that “turbines are sold out through 2030,” saying SpaceX and Tesla would probably need to make turbine blades and vanes internally. SpaceX is preparing a factory in Bastrop, Texas, to tackle that casting bottleneck, and Musk says bringing production in-house could get gas turbines online up to 18 months sooner. This is where it becomes important to be specific as to which type of turbines he is referring to… POWER Magazine reports that data center operators are pairing industrial boilers with steam turbines…

OilPrice.comOilPrice.com•OilPrice.com14 Sept

SpaceX — Ready for the Next Launch?

🚀 SpaceX has pushed strongly out of the previous consolidation and is now holding inside a fresh upper range. After reclaiming the Golden Zone and breaking above the previous structure, price entered a new consolidation near the highs. The market is now compressing beneath the upper boundary, making the next breakout especially important. 🏆 Previously: https://www.tradingview.com/chart/SPCX/uDJEZB2l-SpaceX-Break-the-Zone-or-Fall-Back-Lower/ 📈 Bullish scenario The bigger structure remains constructive. Price broke out of the previous range, accelerated higher, and is now consolidating rather than immediately giving back the move. The key is the upper zone. A clean breakout and acceptance above it could open the way toward the next major resistance zone. Range compression → breakout → continuation. 📉 Bearish scenario The current range can still become a distribution structure if buyers fail to maintain control. A breakdown through the lower part of the range would weaken the recent bullish impulse and could send price back toward the previous structure and Golden Zone. Range failure → support loss → deeper retracement. 🎯 Outlook SpaceX is sitting in a classic decision zone after a strong recovery. The bullish structure is still alive, but price needs to prove it can escape the current range. The upper zone is the trigger; the lower range is the line bulls don't want to lose. Hold the range → bulls remain in control. Break the ceiling → next expansion opens. Lose the range → retracement risk increases.

TITradingView Ideas14 Sept

Myanmar Principled Action Monitor - Edition No. 04 (01 July - 31 July 2026)

Country: Myanmar Source: Humanitarian Assistance And Disaster Relief Institute Please refer to the attached file. EXECUTIVE SUMMARY Key Headlines for the period of 01-31 July 2026 ASEAN Special Envoy Maria Theresa Lazaro conducted the first in-person meeting with a State Administration Council (SAC) representative since 2021 in Bangkok, while holding separate engagements with Ethnic Armed Organisations (EAOs) and the National Unity Government (NUG). Min Aung Hlaing confirmed the continuation of mandatory conscription under the 2010 People’s Military Service Law, activated in 2024, and reiterated rejection of ASEAN’s Five-Point Consensus, while the Ministry of Home Affairs addressed public concerns regarding the forced arrest and surveillance of service evaders. SpaceX enforced widespread geofencing restrictions across unauthorised jurisdictions in Myanmar, deactivating Starlink terminals and severing critical lifelines for humanitarian responders and medical facilities in active conflict zones. The Tatmadaw and Russian armed forces executed their inaugural joint ground exercise, Exercise Tiger 2026, in Naypyidaw, covering FPV drone operations, urban combat, counter-UAS measures, and tactical medicine. Import restrictions on raw animal feed, vaccines, and breeding hens caused high poultry mortality and an 80% decline in egg laying, driving egg prices up sevenfold to 700 kyat per unit in Chin, Sagaing, and Yangon. Former State Counsellor Aung San Suu Kyi met with an International Committee of the Red Cross (ICRC) representative while detained in Naypyidaw on 3 August 2026 (post-period), providing the first direct confirmation of her condition since April 2026. Monsoonal floodwaters affected over 98,200 individuals in Rakhine State, 20,300 in Laymyethna Township, Ayeyarwady Region, and at least 500 people in Kachin State.

ReliefWebReliefWeb•Humanitarian Assistance And Disaster Relief Institute14 Sept

AI-linked stocks fall after tech bosses call for slowdown in ‘reckless’ development

Shares in tech firms tumble across Asia with Nasdaq also likely to dip later after Anthropic, OpenAI and SpaceX leaders back call Business news – live updates AI-linked stocks tumbled on Monday after the bosses of Anthropic, OpenAI and SpaceX called for a slowdown in “reckless” development citing fears the technology could soon run out of control. Shares in SoftBank, a Japanese investor that is a big backer of OpenAI, slumped 13%, while the South Korean Kospi stock index, which relies heavily on chip makers that supply AI companies, dropped by 3%. Continue reading...

The GuardianThe Guardian•Lauren Almeida14 Sept