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Orbital Compute Energy will be cheaper than Earth by 2030
Nov 26, 2025 • 7 days ago • Analysis
Space-based power for AI compute is closer to economic parity than many think. In this week’s analysis, we break down the true $/W of orbital power systems, compare them directly to terrestrial datacenters, and show why mass-optimized HEO architectures could already compete on cost at Starship-era launch prices.
$/W in Orbit vs. HEO $/kg
Nov 25, 2025
AST SpaceMobile announced that its next‑generation satellite BlueBird‑6 will launch on December 15 from India’s Satish Dhawan Space Center.The satellite features a phased‑array nearly 2 ,400 sq ft ...
Nov 21, 2025
SpaceX confirmed that Booster 18, a next-generation V3 Starship booster, experienced an anomaly during gas-system pressure testing at Starbase on Nov 21. The company stated that no propellant was o...
Nov 20, 2025
Blue Origin announced a suite of performance upgrades for New Glenn, increasing total first stage BE 4 thrust from 3.9 million to 4.5 million lbf and boosting upper stage BE 3U thrust from 320,000 ...
Nov 20, 2025
Rocket Lab set a new annual record for its Electron small launch vehicle, reaching 18 Electron launches in 2025 after two missions within roughly 48 hours from different hemispheres. The first miss...
Nov 20, 2025
Elon Musk stated that Starship could deliver 300 gigawatts to 500 gigawatts per year of solar-powered AI compute satellites into orbit, framing annual deployment rate rather than cumulative capacit...
Analysis
Members
$37B DTC Coverage-Gap TAM by 2030 — Mach33’s Open-Source DTC Demand Model
Nov 19, 2025 • 14 days ago • Analysis
Mach33’s open-source model estimates a $37B consumer Direct-to-Cell market in 2030, driven primarily by large middle-income regions. Modelling on a per-country basis, the analysis shows that dropout prevalence, not income, is the dominant driver of consumer DTC demand.
Analysis
Premium
How Much Revenue Can SpaceX and ASTS Really Make From DTC? — The Full Mach33 Premium DTC Model
Nov 19, 2025 • 14 days ago • Analysis
The premium model applies real-world constellation physics to the $37B DTC TAM to show how much revenue SpaceX and ASTS can actually serve. A full supply-side Monte Carlo reveals the potential performance of the two architectures, and projects 2030 DTC coverage gap revenue.
Nov 18, 2025
Rocket Lab announced a successful suborbital launch of its HASTE vehicle on 18 Nov 2025 from Wallops Island, Virginia on behalf of the Defense Innovation Unit (DIU) and the Missile Defense Agency (...
Nov 17, 2025
Taiwan’s Space Agency is reportedly shifting from component‑supply towards full satellite design and integration, leveraging Taiwan’s established semiconductor and manufacturing base to position it...
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