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Figure 4: Addressable Households (TAM)
May 06, 2026
xAI signed a compute agreement with Anthropic for access to its Colossus 1 supercomputer in Memphis, which runs more than 220,000 NVIDIA GPUs across H100, H200, and GB200 deployments and adds over ...
May 05, 2026
Local real estate insider Jim Keaty of Keaty Real Estate and multiple Vermilion Parish sources report credible but unconfirmed indications that SpaceX may be acquiring approximately 136,000 acres o...
May 04, 2026
STMicroelectronics held an investor conference call on May 4 in which Remi El-Ouazzane, President of the Microcontrollers, Digital ICs and RF Products Group, guided to over $3 billion in cumulative...
May 02, 2026
Starcloud is in talks to raise at least $200 million at a $2.2 billion post-money valuation, exactly double the $1.1 billion mark set by its Series A roughly one month earlier. The Information brok...
May 02, 2026
Blue Origin posted job openings in late April 2026 signalling plans to ramp New Glenn upper stage production from 12 to 60 units per year by Q3 2028, with longer-term targets reaching 100 annually ...
May 01, 2026
SpaceX's confidential draft registration statement, reviewed by Reuters, contains the first public figure on Starship programme spend: more than $15 billion to date, against the roughly $400 millio...
May 01, 2026
NASA plans to raise the maximum value of its Commercial Lunar Payload Services programme from $2.6 billion to $4.2 billion, per a procurement filing posted to SAM.gov on April 27. The $1.6 billion ...
Apr 30, 2026
The FCC unanimously adopted Report and Order FCC 26-26 on April 30, replacing the legacy EPFD framework with performance-based GSO protection criteria. The Commission's own analysis estimates the c...
The full Orbital Data Center Report is the convergence of all Mach33 diligence on orbital data centers; the complete narrative for the value of ODCs. This analysis is the synthesis: terrestrial hits a grid wall, orbital crosses the cost curve as SpaceX's stack matures, and four investor gates collapse to only one operator.
Terrestrial VS Orbital Cost ($/GW) Crossover
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