The “crypto winter,” which has lasted nearly a year, is over—and it’s expected to become the strongest and longest-lasting bull cycle in cryptocurrency history.
Over the past 5 days, Bitcoin has risen by more than 7%, and over the past 3 months, it has gained nearly 35%. From a technical perspective, as long as the support level around $75,000 is held, bulls may push further into the $90,000 area.
This rebound comes amid the 《Digital Asset Market Clarity Act》 failing to pass the Senate procedural vote, breaking the simplistic logic that “legislative failure is a bearish signal,” as the market begins to reassess the real impact of regulatory uncertainty.
Capital returns: the core logic behind crypto spring:
The key basis for the end of “crypto winter” is not merely a price rebound, but a divergence between price and fundamentals.
During the recent period when crypto asset prices were falling, the industry’s fundamentals were not deteriorating in parallel: on-chain activity increased, and large financial institutions such as BlackRock further entered the digital asset market, forming a pattern of “cyclical declines in price alongside structural improvements in fundamentals.”
It’s expected that crypto asset prices may further catch up with the changes in fundamentals later this year.
$90,000 as the next observation point
On a longer time horizon, Bitcoin has not fully exited the prior correction.
Bitcoin set a historical high of about $126,000 in October last year, then was briefly cut in half, and fell to roughly $57.6k in early July this year. Even with the recent sharp rebound, the current price is still about one-third below the historical high.
This suggests that the current rebound is more like a repair from a deep correction, rather than confirmation that a new cycle of historical highs has begun.
Whether $90,000 can be broken through effectively will be a key observation point to test the “quality” of crypto spring:
If price faces resistance and pulls back near $90,000, the market may need to reassess the sustainability of capital rotation;
If there is a breakout with heavy volume, it will further reinforce Hougan’s judgment that this is “the strongest and longest-lasting bull cycle in history.”
Looking ahead, you can keep an eye on the Fed’s rate path and the direction of yields on long-term U.S. Treasuries—these remain the core macro variables that influence crypto asset valuation. ——————We continue to invest regularly in BNB, BTC, ETH, SOL $BTC
A tunnel project by Elon Musk’s company, The Boring Company (“The Boring Company”), plans to develop an intercity tunnel in the U.S. state of Texas connecting Austin and San Antonio. It can be imagined as a “lite version of Hyperloop,” compressing travel time between the two cities from 2.5 hours to within 30 minutes. The proposed project would serve as a pilot for the company’s long-discussed super–high-speed rail concept, with speeds exceeding 200 miles per hour (about 322 kilometers per hour). $SPCX.US $TSLA.US
Musk confirmed this on X today: about 7 days from now (target date around September 28), Starship’s 14th test flight will first enter orbit and deploy the first batch of Starlink V3 satellites intended for actual operations.
@elonmusk This is the first mission for Starship to truly reach orbit, and it’s also the first time the V3 satellites will be left in orbit to join the constellation—rather than performing only a suborbital deployment and then burning them up as was done with July’s Flight 13. This mission is planned to carry about 26 V3 satellites. engadget.com Compared with the current V2 Mini, V3 is a major upgrade: per-satellite downlink of about 1 Tbps (around 10×), and uplink of about 160 Gbps. One Starship launch can add a significant amount of capacity to the whole constellation. Musk has also said that the full V3 constellation’s total bandwidth could ultimately be 100× or more than the current network of about 11,000 satellites. These satellites can only be delivered by Starship—Falcon 9 can’t carry a meaningful number of them.
If successful, this will be an important step for Starship as it transitions from test flights to delivering commercial payloads. —————————————————————————We continue to invest in US stock markets: $SPCX.US
The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% in the October meeting is 43.5%, while the probability of a 25-basis-point rate hike is 56.5%.
The probability that the Federal Reserve will keep interest rates unchanged at 3.75%-4.00% by December is 10.2%%, the probability of cumulative 25-basis-point rate hikes is 46.6%, and the probability of cumulative 50-basis-point rate hikes is 33.3%.
OpenAI’s cash burn, Google’s runaway AI, SpaceX gets FCC approval, and Anthropic’s Claude helps researchers crack OpenAI
【1】From the cash burn scale projected by OpenAI; the company behind ChatGPT, OpenAI, expects to face a cash burn of $280 billion between 2026 and 2030, mainly driven by compute and infrastructure costs. Despite enormous losses, the company remains committed to expanding capacity and increasing its market share. Currently, OpenAI is seeking a new round of financing at a valuation of $1.2 trillion.
OpenAI is rolling out the GPT-6 Astra platform to the legal industry, aiming to help law firms with case research and drafting legal opinions. The platform combines the GPT-6 Astra model with an index covering U.S. case law, statutes, regulations, and other legal materials.
【2】Google’s AI “ran out of control” during a cybersecurity test; Google’s Gemini AI model broke through the systems of three companies during a cybersecurity test. After the AI model was connected to the internet, it ran out of control, making Google the latest company to encounter this kind of issue.
【3】U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand.
U.S. space exploration technologies company has received approval from the Federal Communications Commission (FCC) to provide international telecommunications services. This license will help SpaceX further increase its capacity to carry international traffic as its satellite and mobile communications coverage continues to expand.
【4】Anthropic’s Claude helps researchers crack OpenAI
Independent security researchers used Anthropic’s Claude software to successfully infiltrate OpenAI. They leveraged the software to breach a ChatGPT account belonging to an OpenAI employee, thereby obtaining access to the company’s private software cache. The related vulnerability has now been patched.
—————————————————————————We continue to invest regularly in the stocks of SpaceX (SPCX), NVIDIA, Google, and Tesla. $SPCX.US $GOOG.US $NVDA.US
NASDAQ 100 quarterly rebalancing takes effect soon! SpaceX’s weight will double to 2.82%; confirming the previously estimated weight level—this will better align the space and satellite giant’s index weighting with its massive market valuation.
① On September 21, the NASDAQ 100 index’s quarterly rebalancing took effect, and SpaceX’s weight in the index will rise to 2.82%;
② This adjustment was calculated based on the closing price on September 18, with the goal of matching SpaceX’s status as the seventh-largest constituent stock in the index by market value—over $2 trillion;
③ Investment products globally tracking the NASDAQ 100 index will therefore need to buy SpaceX shares to adjust their positions as part of this rebalancing.
Weight adjustment
SpaceX listed this year in July, and its current weight in the index is only 1.28%, which is relatively low. Because after its listing most shares remain subject to lock-up periods, this limits its representation in the index. Even though NASDAQ later modified its rules—allowing newly listed large companies to enter the index faster and removing the requirement that at least 10% of shares must be publicly tradable—its index weight is still constrained.
This weight adjustment helps eliminate an unusual imbalance: although SpaceX ranks as the seventh-largest company in the NASDAQ 100 index by market value—at more than $2 trillion—it has not even managed to break into the top 20 constituents by weight.
The significant increase in index weight will force passive funds and exchange-traded funds (ETFs) tracking this benchmark index to rebalance their portfolios and buy SpaceX shares in order to maintain accurate tracking performance.
The main funds affected by this weight adjustment include: Invesco QQQ Trust Series 1 (QQQ). With assets under management of $48.2 billion, this fund is one of the largest ETFs globally tracking the NASDAQ 100 index. There are more than 200 investment products worldwide that track the NASDAQ 100 index, with total managed assets exceeding $800 billion. —————————————————————————— We are still consistently investing in SPCX shares $SPCX.US
Encrypted total market cap is currently preparing for a new round of expansion, with total market cap potentially reaching $10–12 trillion; over the next six to nine months, “full of surprises.”
If Bitcoin again breaks above its all-time high, market attention may gradually shift toward Ethereum. Funds could then flow along a risk curve from “ETH → mid-cap coins → small-cap coins → meme coins,” with the most frenzied market action typically appearing at this stage. Under this scenario, crypto total market cap could aim for $10 trillion to $12 trillion, while the current figure (excluding market cap of BTC) is only about $1.1 trillion.
Live data: in the past 24 hours, a total of 5,422 BTC have flowed into exchange wallets, worth $542 million.
——————————————————————————We DCA into BTC, ETH, BNB, SOL $BTC $ETH $BNB
Four months of accumulation, one moment of blooming. $TLS is officially announced as an official FLAP test token, the best possible reward for everyone who has stayed committed in the past—and also a brand-new beginning as we build upon the BNBChain ecosystem and move full steam ahead into the #MemeFi arena. As the newly launched official test token in the ecosystem, TLS aligns with the mature market-value framework of TST and TUT. Leveraging FLAP’s currently hottest Meme-launch ecosystem advantages, TLS enjoys exceptional growth dividends. Unlike the many speculative tokens in the market, TLS stands firm with real community building. Official endorsement further solidifies the foundation of its value. No short-term hype games—only long-term, dependable value. In the future, $TLS will surely continue the market-cap legend of BNBChain’s official test tokens, delivering a complete and satisfying answer for every builder who has stayed and contributed.
Elon Musk Says Starlink Now Beats Cable on Reliability
Space Exploration Technologies Corp.(NASDAQ:SPCX) built Starlink to connect places traditional broadband could not reach. Now CEO Elon Musk says the satellite network has crossed a more consequential threshold: Starlink is "now often more reliable than cable." Space Exploration Technologies Corp. (NASDAQ:SPCX) built the Starlink network to connect areas that traditional broadband could not reach. Now, CEO Elon Musk says the satellite network has crossed an even more critical threshold: Starlink is "now often more reliable than cable."
The U.S. National Aeronautics and Space Administration (NASA) has selected SpaceX to execute the StarBurst mission in 2028 under a $1 billion, 10-year VADR launch services contract
NASA has selected SpaceX to provide launch services for the agency’s “StarBurst” mission, which will carry a small satellite to study the formation and merger of neutron stars and the origins of short gamma-ray bursts.
StarBurst will launch in 2028 or later on the “Bandwagon” rideshare mission, using a Falcon 9 rocket launched from Space Launch Complex 40 at the U.S. Space Force Station at Cape Canaveral, Florida.
This procurement is a fixed-price task order under NASA’s VADR (Venture Class Acquisition of Dedicated and Rideshare) launch services contract. This indefinite-delivery/indefinite-quantity (IDIQ) contract allows NASA to procure launch services during a 10-year ordering period, with a total value for all contracts capped at up to $1 billion.
The StarBurst mission aims to observe the entire sky beyond the Earth’s occultation to search for short-lived, intense explosive events known as gamma-ray bursts. The satellite will focus on detecting the initial high-energy radiation from short gamma-ray bursts—events that occur when dense remnants of stars, neutron stars, merge.
By combining observational data from the StarBurst telescope with gravitational-wave detections and follow-up observations from other telescopes, researchers will use multiple types of signals to study these astronomical events—an approach known as multi-messenger astronomy.
StarBurst is part of NASA’s Astrophysics Pioneers Program, which aims to support low-cost science missions using small spacecraft and other platforms.
NASA’s Launch Services Program Office at the Kennedy Space Center in Florida manages the VADR contract. ————————————————————————— Invest regularly in SpaceX and Tesla stock $SPCX.US
Elon Musk’s followers: Gracias was introduced to Musk earlier by David Sacks. Valor began investing in SpaceX in 2008, and by 2021 had already poured a total of about $400 million into the company.
In addition to being one of SpaceX’s biggest backers, Gracias and Valor also invested in Tesla (Nasdaq ticker: TSLA). Gracias served on Tesla’s board from 2007 to 2021, after which he stepped down.
Gracias and Valor also invested in Musk’s “boring company” earlier this year.
Form 4 filings submitted by Gracias and Valor show that the investor has reduced its stake in SpaceX by about 8.5%, or 42,790,223 shares. After the sale, Valor still holds 460,624,307 shares of SpaceX, accounting for approximately 3.4% of the company’s total shares outstanding.
Although Gracias is allowing some of Valor’s investors to cash out profits via the SpaceX IPO, he had previously said that he planned to hold the stock long term. Meanwhile, this private equity firm still retains a majority stake in SpaceX.
SpaceX’s stock price rose 2.6% to $154.81, and its 52-week trading range was $104.83 to $225.64. Driven by Thursday’s price increase, SpaceX shares hit a new high since July 9. —————————————————————————— Gracias began investing nearly eighteen years ago, and investing in any company Musk runs has now made his wealth: Gracias’s net worth is about $20.5 billion, ranking 127th on Bloomberg’s Billionaires Index. This investor has accumulated an increase in value of $5.82 billion by 2026. Truly impressive vision and wisdom—top-tier investment returns 👍👍👍 $SPCX.US
The House Committee on Financial Services advanced the “American Reserve Modernization Act” (H.R. 8957) to the next stage on September 16, 2026 by a vote of 28 to 21. All “yes” votes came from Republicans, and all “no” votes came from Democrats.
The bill’s core content matches the reporting: • The Treasury Department must establish a Strategic Bitcoin Reserve within 180 days, and also set up an independent Digital Asset Stockpile. • Federal agencies must report the digital assets they hold within 60 days. • For the Bitcoin included in the strategic reserve, it must not be sold, exchanged, auctioned, or used as collateral within 20 years.
The revised text is more restrained than the initial version: • It does not authorize the government to buy Bitcoin; it only requires the Treasury and the Department of Commerce to study acquisition plans that do not “increase the burden on taxpayers.” • The provisions to purchase more Bitcoin using Federal Reserve funds, to revalue gold certificates, and to buy Bitcoin with tariff revenue have been removed. • The reserve proof report changed from quarterly to annual.
For now, it is only a “reported favorably” matter by the committee; it will not become law until it is approved by the full House, the Senate, and signed by the President. $BTC $BNB $ETH
Elon Musk, the world’s richest man, is personally supervising the frontline. Musk even moved into a motorhome to oversee construction: xAI’s Memphis data center is the top priority for the world’s richest man.
In recent months, Musk has said he has been stationed in Memphis because SpaceX is ramping up to bring more GPUs online. He wants to live just a few steps away from the data center to save commuting time.
Earlier this year, SpaceX acquired xAI and transformed into a company focused on both aerospace and artificial intelligence. After going public, it announced massive investment in AI data centers, and the Memphis project, Colossus, is one of its flagship data centers. SpaceX president Gwynne Shotwell said this is exactly the kind of thing Musk would do—things people don’t expect, including sleeping in factory workshops and even building a house next to Memphis.
According to the Bloomberg Billionaires Index, Musk’s net worth is $91.7 billion, and in June he became the first trillionaire in the world—a record that lasted 12 days.
However, his living arrangements are actually quite simple. Musk sold most of his real estate in 2020. After acquiring Twitter (later renamed X) in 2022, he had been living at the company’s headquarters in San Francisco. Over the years, his primary residence has been a rented house near SpaceX’s Starbase in Texas, costing about $50,000 in rent.
During the Tesla production ramp-up in 2017 and 2018, Musk even laid out a makeshift sleeping area near the production site. He said it was extremely crazy at the time—they could only sleep four or five hours per day, and they often slept on the floor.
And this around-the-clock work pattern seems to be playing out again in the Memphis data center project. SpaceX is accelerating the expansion of its massive supercomputing center, Colossus. Originally intended to provide xAI with extremely powerful computing capabilities, it now has expanded its capacity-lease business to Google and Anthropic, offering clients the remaining computing power for billions of dollars.
xAI began building Colossus in 2024, and it’s reported that the initial construction phase of Colossus took just 122 days. Given that SpaceX’s space-focused data center may still be a long way off, Colossus has already become SpaceX’s most critical AI project. DCA $SPCX.US $SPCXB
【For the First Time in Three Years, the Fed Raises Rates】The Federal Reserve raised rates by 25 basis points, lifting the benchmark rate to 3.75%-4.00%. This is the first rate hike since July 2023 and is in line with market expectations!
The Fed raised rates to drive inflation to fall “more timely,” signaling it will further tighten policy. On Wednesday, the U.S. Federal Reserve Board (the Fed) raised the target range for the key interest rate to 3.75%-4.00% and hinted that it would further increase borrowing costs in the coming months. Fed Chair Waller supported the rate-hike decision passed unanimously, which effectively acknowledges that the Trump administration so far has failed to control inflation. Waller said that among the many factors pushing up Treasury yields, it does not include the market losing confidence in the Fed’s ability to contain inflation; higher borrowing costs stem from strong economic performance and a surge in capital expenditures, which intensify competition for capital. The Fed’s quarterly projections show that policymakers expect one more rate hike this year and expect rates to remain unchanged in 2027. At the same time, policymakers also raised their near-term inflation expectations and their forecast for economic growth this year.
U.S. President Trump said that U.S. interest rates should be at 1% or lower and should be cut quickly. However, he said that even after the Fed’s decision to raise rates, he still has confidence in Waller. ————————————————————————— I remain firmly committed to buying the stocks of the industry’s leading companies: Nvidia, and SpaceX, and Tesla.
The U.S. military for the first time publicly confirmed that the country now has space-based “space control weapons” in orbit, and that the “Iron Dome” space-based interceptor project has advanced to the “flight-ready hardware” stage.
U.S. Air Force Secretary Troy M. (Troy Meinke) said on Monday: “The United States now has in-orbit space control weapons that can protect U.S. forces from attacks by hostile forces,” adding, “From a deterrence standpoint, this is important.” Meinke did not specify the type of the space-based weapon. Reports said this was the first time the U.S. acknowledged that it has “offensive capabilities” in space.
On Tuesday, Douglas Hiss, commander of the U.S. Space Force, further confirmed that soldiers of the space forces have been operating “in-orbit weapons capable of withstanding attacks in space.” Richard Palmer, director of the Space Command’s office for capabilities and resources integration, also said on Tuesday that the public disclosure of these capabilities is intended to deter adversaries while demonstrating that the United States is prepared to respond. Palmer said, “Our joint forces and our allies need space, and our economy needs space. The United States is ready to uphold this.”
On Monday, Meinke revealed that the “Iron Dome” space-based interceptor project “advanced from the initial contract stage to flight-ready hardware in less than a year.”
According to reports, in May last year, U.S. President Donald Trump issued a development plan for the “Iron Dome” missile defense system. Trump said that “Iron Dome” would be integrated with the United States’ existing missile defense capabilities, and once fully built, it could intercept missiles launched from other places in the world and even from space. The entire system is expected to cost about $175 billion (USD), and is planned to be “fully operational” within three years.
The Fed’s decision is about to be released, and the market is pricing a higher chance of a rate hike, up to 94%
Interest rate swaps linked to the Federal Reserve meeting show that the market expects the probability of this rate hike at about 94%, implying that roughly 23 basis points of tightening have already been priced in. If the hike happens as scheduled, the federal funds rate range will rise to 3.75%–4%. If the Fed keeps rates unchanged, it could become the biggest “dovish surprise” at a routine meeting since the Fed began formally publishing its policy decisions in 1994.
Hassett said that both he and U.S. President Donald Trump “respect whatever the Fed decides to do, no matter what it is.” In an interview on Tuesday, Hassett, director of the White House National Economic Council, outlined reasons why the Fed should not raise rates, but also said, “we” respect whatever decision the Fed will make. Last Sunday, Hassett made a similar remark, saying that both Trump and he believe there is no reason to hike rates, but he would support 100% any decision the Fed makes, and that Trump respects Powell and the Fed’s independence. It is important for the Fed to maintain the status quo ahead of the election.
Meanwhile, the market has started to reassess the AI-driven stock rally, while also absorbing the impact of rising oil prices and the possibility of a rate hike by the Fed this week. ————————————————————————— Only the stock prices of international large corporations are the real opportunities—we will patiently wait for prices to pull back! $NVDA.US $META.US
Landmark bill rejected, crypto market faces major negative pressure.
On September 15 in Eastern Time, the U.S. Senate voted to block the advancement of the “Clarity Act” (the Digital Asset Market Structure Clarity Act). This dealt a significant blow to the crypto industry’s efforts to establish a comprehensive market-structure framework. The final vote was 50 in favor and 49 against—far below the 60 votes required to overcome procedural obstacles.
Although the bill went through more than a year of negotiations, the two parties ultimately failed to bridge their differences on key provisions. A major reason cited by Democratic lawmakers is the bill’s ongoing controversy over conflict-of-interest provisions involving Trump’s cryptocurrency business interests. The bill would create a major loophole in nearly a century of securities laws—allowing non-crypto companies to put assets on-chain to evade investor protections, and enabling banks to use customer deposits for crypto lending, trading derivatives, operating nodes, and selling related software.
The bill aims to provide a clearer regulatory framework for banks, broker-dealers, and asset management institutions to participate in digital-asset trading and product development, and is widely seen as the most systematic attempt at crypto legislation in recent years.
The bill’s failure to pass further prolongs a regulatory vacuum in the crypto market, leaving the industry with greater uncertainty in areas such as compliance pathways, capital allocation, and institutionalization timelines.
The failure of this vote may mean the crypto industry will have to wait until next year for clearer rules.
The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) are already moving forward with rulemaking in the digital-asset space. Even if Congress does not pass a clarity bill, those rules will still provide guidance for investment institutions.
The fundamentals of the crypto industry are stronger than ever. Billions of dollars of capital are moving on-chain; leading payment companies and financial institutions are adopting blockchain technology; and entrepreneurs around the world continue to develop new financial products—driving capital into the internet era. We will continue to work toward establishing clear regulatory rules that both protect consumers and provide room for innovation and building for entrepreneurs.
😁 It’s a wise move to invest regularly in BTC, ETH, BNB, and SOL! $BTC
Apple continues to expand iPhone’s satellite communication capabilities, while SpaceX is advancing direct-to-cell phone connectivity to low-Earth orbit satellites through Starlink.
The industry scale is expanding accordingly. As of the end of June this year, 123 satellite direct-to-mobile collaborations between satellite operators and mobile carriers have been publicly disclosed worldwide, with 23 already launched. Starlink alone involves 99 partnerships.
While direct-to-satellite connectivity on phones is still in the technical validation stage, the main question is who will connect first and who will get calls through first. As more players enter the scene, another issue begins to emerge: if, in the future, carriers in different countries all want to increase satellite coverage, does every carrier behind the scenes need to build its own independent satellite network?
SpaceX currently represents a highly vertically integrated approach: it controls rockets, satellites, and the network itself, then partners with carriers in various countries.
It is trying to spin off parts of the infrastructure in satellite communications so that multiple carriers can share them.
Which model is lower-cost and more efficient is still unclear. But the fact that these two paths are emerging at the same time already indicates that direct-to-phone satellite connectivity is shifting from a simple technological race to a more complex industrial contest.
More than 200 years ago, in The Wealth of Nations, the discussion focused on why pin-making needs division of labor.
Today’s question is about satellites. When a market becomes large enough, which capabilities should still remain in the hands of a single company, and which infrastructure is better suited to be used jointly by many? Steady and continuous investing $SPCX.US $SPCX
Elon Musk just threw another heavyweight bomb. When replying to a user on X, the head of SpaceX (SPCX.US) said clearly: “I am highly confident that SpaceX will deploy an NVIDIA (NVDA.US) VR NLV72 AI computer in space next year.”
Musk’s VR NLV72 refers to NVIDIA’s Vera Rubin NVL72, which this year has entered full-scale production. This rack-level AI supercomputer integrates 72 Rubin GPUs and 36 Vera CPUs. Its single-rack inference computing power reaches 3.6 EFLOPS, while its training computing power is 2.5 EFLOPS. The core Rubin GPU is based on TSMC (TSM.US) 3nm process technology, integrates 336 billion transistors, and comes with 288GB of HBM4 memory, delivering 22TB/s bandwidth. Per-card inference performance is 5x that of the previous-generation Blackwell. The total memory plus VRAM capacity of the entire cabinet is as high as 74.7TB—roughly equivalent to the total memory of 4,500 mainstream smartphones. NVIDIA’s own claim is that, compared with the GB200 NVL72, the inference cost per million tokens is only one-tenth.
Not just putting a chip in space
Sending a device like this to orbit is on a completely different scale from prior experiments that “ran a GPU in orbit.”
SpaceX’s roadmap is more specific than the outside world imagines. According to CFO Bret Johnsen’s remarks at a Goldman Sachs conference, the company will launch its first batch of Starmind AI1 satellites in the fourth quarter of 2027, and will significantly expand deployments in 2028. In essence, these satellites are “racks in space”—repurposing the Starlink V3 satellite platform, removing the communications phased-array antenna, swapping in a computing payload and a larger solar array, and adding a 110-square-meter deployable liquid-cooling heat dissipation unit. The first-generation AI1 satellite will have an approximately 20-meter deployment height, a 70-meter wingspan, a 210-kilowatt solar cell array, an average compute power of 120 kilowatts, and a peak power of 250 kilowatts.
Production is also moving forward. SpaceX’s AI satellite factory in Bastrop, Texas aims to achieve large-scale production by the end of 2027, with a long-term plan to deploy about 1 million AI satellites.
At the chip level, SpaceX is already NVIDIA’s “die-hard” customer. In an earnings call, Musk said bluntly: “We think the Vera Rubin architecture is the best architecture, the best AI computer, so we only choose NVIDIA.” Johnsen added that the partnership with NVIDIA helps SpaceX secure scarce production capacity allocations for GPUs amid current supply constraints. I continue to invest in SPCX and GOOGL $SPCXB