🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era.

As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally.

The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space.

🚨Major Scoop: The first Claude 5 model, Claude Fable 5 (Mythos-class model) is gonna release very soon!

It's the same underlying model as Mythos but with increased guardrails, headed to public release

I don’t think people realize how utterly game changing SpaceX AI Satellites are going to be.

These Satellites will basically be NVIDIA racks out in space that are being powered 100% by the Sun, which is absolutely FREE.

Instead of using grid electricity, on-site generation, or huge amounts of power and water for cooling, the GPUs get powered and cooled 24/7 at essentially zero marginal cost.

Honestly mind-blowing

$SIVE $YSS $SPCX

The core potential of this solution lies in delivering uninterrupted, jam-resistant, and hardware-agnostic communication for military forces operating in contested or electronic warfare environments.

Traditionally, satellite terminals are locked into a single constellation or orbital altitude. If an adversary jams that specific frequency or disables that network, the unit on the ground loses all situational awareness.

The collaboration between ALL.SPACE and $YSS directly solves this bottleneck through tactical multi-orbit convergence:

The ALL.SPACE ground terminal can simultaneously connect to and aggregate data from satellites across three distinct orbits: LEO (Low Earth Orbit like Starlink and Iridium), MEO (Medium Earth Orbit like SES O3b mpower), and GEO (Geostationary Orbit like Viasat).

If a specific network layer is jammed or degraded in the theater of operations, the terminal dynamically routes data through another available orbit without dropping the connection.

By leveraging the combined ecosystem of York's satellite infrastructure and ALL.SPACE terminal technology, defense forces gain a resilient, secure end-to-end data network layer connecting field operations, naval vessels, and airborne assets back to mission centers.

The operational capability of this multi-beam terminal is entirely dependent on the underlying hardware.

$SIVE acts as the technological enabler that makes this architecture physically possible.

Sivers provides the highly specialized Beamforming Integrated Circuits (BFICs) for the Ka-band. These microchips are the brains behind the Electronically Steered Antenna (ESA), allowing the terminal to shape, split, and point multiple radio beams simultaneously.

Because each terminal must maintain multiple active links at once, a single ALL.SPACE terminal utilizes a massive quantity of Sivers chips (historically around 1,800 chips per terminal).

This makes $SIVE the direct scaling partner for the mass deployment of these next-generation tactical networks.

$AMPG is the only US company that has successfully designed and commercialized a 64T64R Massive MIMO Open RAN radio unit.

At the recent O-RAN Alliance Global PlugFest, they were the only vendor providing this specific critical hardware configuration, proving live interoperability for tier-1 telecom operators like AT&T and Deutsche Telekom.

With their newly secured North American regulatory certifications, AmpliTech is now fully cleared to deploy their hardware across smart factories, logistics hubs, and military installations.

mBryonics, a global leader in satellite optical communications, today announced a landmark technical breakthrough: the development of MBRYONICS STARLIGHT, the world's first 25-800G Bi-Di Coherent Optical Transceiver.

STARLIGHT is  purpose-built from the ground-up for space and provides ultra high speed, free space optical links with dual lasers for separate transmit and receive wavelengths.

mBryonics is pushing into the frontier of next-generation ultra-high-throughput architectures (like orbital AI data centers).

Mynaric's flagship space terminal, the CONDOR Mk3, can deliver 100 Mbps to 10 Gbps range (with some custom scaling options reaching up to 100 Gbps), while mBryonics (STARLIGHT) can delivers a massive jump to 25G to 800G.

$RKLB: "Rocket Lab was trading at $4.50 just two years ago.

All you had to do was buy and go play outside."

End-to-end communications testing is well underway for Blue Ghost Mission 2. This testing confirms our Elytra orbiter can link with Blue Ghost on the Moon’s far side and act as a backup communications relay for #NASA's LuSEE-Night - enabling up to two years of surface operations where there’s no direct line of sight to Earth. fireflyspace.com/missions/blue-ghost-mission-2/

This is where AI is heading next.

China's Moonshot AI has built a desktop AI system that can coordinate up to 300 AI agents in parallel and support 4,000+ tool calls per task, enabling large-scale research, file analysis, web browsing, coding, and report generation simultaneously.

The most important shift is that AI is moving from answering questions to executing entire workflows.

Instead of using software yourself, you'll increasingly delegate work to AI systems that can use software on your behalf.

If these multi-agent systems prove reliable at scale, the future of knowledge work will look less like having one AI assistant and more like having an entire digital team working for you 24/7.

kimi.com/products/kimi-work

$RKLB

Still a completely underrated part of the business: Spacecraft

This video highlights their established 4 spacecraft called Photon, Pioneer, Explorer and Lighting but what it doesn't show is their newest addition: Flatellite

"A scalable solution for both national security operations and commercial customers to provide next-generation global availability for satellite communications in contested or remote environments as well as remote sensing applications. Flatellite can be launched on Neutron and other medium and heavy launch vehicles."

Of course, "the rocket always steals the show," as SPB often says. But what's on the rocket is just as interesting and arguably even more important to the bottom line.

SpaceX AI Satellites are HUGE.

They have a wingspan of 70 meters (229 ft) when deployed.

To put that in perspective, a Boeing 747-8 has a wingspan of 68.4 meters (224.5 ft).

Bastrop, Texas will soon become home to one of the largest solar cell and wafer production facilities in North America with SpaceX's new investments in the area, creating thousands of jobs.

The solar facility is already under construction, and the AI sat facility is expected to start initial production by the end of 2027.

$BKSY: BlackSky was awarded a contract modification to its existing National Reconnaissance Office (NRO) contract to accelerate the development of the company’s AROS broad area collection satellites as a critical commercial alternative to current suppliers for foundation imagery.

The effort funds a direct path toward a flight ready multi-spectral, large-area mapping spacecraft and foundation data collection system in 2028.

These new satellites will be designed to support dynamic country-scale digital mapping, navigation, maritime situational awareness and 3D digital twin applications.

The AROS system will operate as an integrated extension of the company’s existing fleet, incorporating BlackSky’s space, software and platform stack and unlocking an entirely new class of scalable, AI capabilities.

Wow, here is our first look in-depth look SpaceX AI Satellites:

• 70 m wingspan
• 20 m height when deployed
• 150 kW peak / 120 kW average compute payload
• 70 kW/ton
• Compute provider interchangeable

Thermal:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeor shielding

Solar:
• 150 kW Solar Array
• 250W/m²
• SpaceX manufactured solar technology from Bastrop, TX