Elon Musk says $SPCX plans to launch its first AI satellites using $NVDA chips in Q4 2027, with the orbital data center network potentially reaching significant scale in 2028.
Evercore sees the first meaningful orbital compute capacity arriving in FY29, but an earlier 2028 ramp could create a nice catalyst for upside.
Evercore sees the first meaningful orbital compute capacity arriving in FY29, but an earlier 2028 ramp could create a nice catalyst for upside.
