Starbase is quietly becoming a chemical plant. Linde started an air separation unit in Brownsville in early 2026; its release named no customer. In...
We identify 21 use cases with viable launch economics at different points on the Starship cost curve.SpaceX captures the initial economics because ...
This is Mach33’s live Keystone model of the Western AI compute market from 2026 to 2040. It covers silicon, power, and datacenters on the ground an...
An interactive brief on the AI compute market from 2026–2040: use grows 180× while the price of a fixed unit of compute falls 96%, so annual infras...
How the Model WorksRunning the Mach33 AI Compute Model, and why we build models this wayAugust 2026 · ships with the Mach33 AI Compute Model v1.0A ...
By 2040 the world runs 180 times more AI compute: fourteen times the power, on chips twelve times faster. But technological acceleration is deflati...
On August 4, 2026, SpaceX reported its first quarter as a public company: revenue of $7.81 billion against a $6.88 billion FactSet consensus, up 92...
An interactive research brief on how radiation affects AI compute in low Earth orbit. At 550 km, a modeled 1,000-satellite fleet sees tens of thous...
The companies building artificial intelligence have announced data center projects totaling about 96 gigawatts of capacity. About 15 gigawatts of A...
Description
SummarySeveral companies are moving to put fleets of AI (artificial intelligence) computers in space. SpaceX has filed with the FCC (Federal Commun...