NextBigFuture.com

The Echostar spectrum continues to go fine adding about $130 million six times per day. SPCX becomes marginable on July 13th. Does that become a catalyst date for SATS as people unwind their short position (to short SPCX directly if they are trying to hedge their SPCX exposure)? SpaceX price updated from $160.95 $173.7 ... Read more

There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US ... Read more

Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to ... Read more

SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3-5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) - ~2 GW near-term foundation Colossus ... Read more

Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about Elon Musk's First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price." This guy has never had any live streams before and his first live stream is ... Read more

I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 ... Read more

My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad ... Read more

SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang ... Read more

Why Analysts Are Getting SpaceX Wrong - Most analysts are feeling one part of the elephant understand space but not AI or understand neither - S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot - Many still exclude the new AI contract revenue from 2026 projections - JPMorgan, Morgan Stanley, ... Read more

What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out ... Read more

SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may ... Read more

Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion ... Read more

Washington D.C., USA, 10th June 2026, CyberNewswire

Anthropoic released Claude Fable 5 - A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude ... Read more

New York, United States, 9th June 2026, TechnologyWire

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

Miami Beach, FL, USA, 2nd June 2026, CyberNewswire

Rome, Italy, 1st June 2026, CyberNewswire

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

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 ... Read more

Anthropic has introduced Claude Opus 4.8. It builds on Opus 4.7 with improvements across benchmarks, and is a more effective collaborator. It's available today for the same price. Opus 4.8 launches alongside several new features. Users on claude.ai now have control over the amount of effort Claude puts into a task. Claude Code has a ... Read more

New York, USA, 28th May 2026, CyberNewswire

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 ... Read more

Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5-10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ ... Read more

Elon Musk and SpaceX Have the High Ground. How much will that matter? SpaceX already has almost all of the satellites and launches. He will is making the satellites and the rockets ten to 100 times better in the year or two. Are the bears right when they say that SpaceX will only be a ... Read more

Frankfurt am Main, Germany, 27th May 2026, CyberNewswire

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 ... Read more

SpaceX will be able to more than double its revenue every year from 2026-2028 and beyond. Most of the revenue and profits will come from AI. AI infrastructure at the data centers they build 4 times faster than competitors and at thousands of Tesla energy locations and then in space. This will enable more revenue ... Read more

XAI AI data center economics are even better when you can start a project and finish it in 12 months and get it rented and paid off while competitors are still building. An active AI Gigawatt of data center in the hand is worth $20 billion per year while an under construction Gigawatt data center ... Read more

XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by ... Read more

Torrance, United States / California, 19th May 2026, CyberNewswire

New York, United States, 19th May 2026, CyberNewswire

CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province - CATL's headquarters city - the expansion project will add 40 GWh of annual production capacity for sodium-ion ... Read more