Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allBreaking Down the AI Revenue Stack: SpaceX's Three Capture Models
May 13, 2026
What is one gigawatt of AI compute worth in annual revenue, and how does that dollar distribute across the value chain that produces it?At NVIDIA's GTC 2026 keynote in March, Jensen Huang offered a formula that restructured how AI businesses shoul...
The AI Revenue Stack and How SpaceX Is Playing It | Mach 33 Private Podcast Ep. 4
May 12, 2026
Episode 4 of the Mach 33 Private Podcast introduces a new framework for the AI revenue stack, sizing it at roughly $41.6 billion per gigawatt of compute split across five layers (energy, chips, infrastructure, models, orchestration), with models t...
FCC EPFD Ruling Implications: How It Raises the Roof for V3
May 06, 2026
On April 30, 2026, the Federal Communications Commission (FCC) unanimously voted to replace its twenty-six-year-old satellite interference rules. The vote ended the regulatory regime, originally set at the International Telecommunication Union's 2...
The Anthropic-Colossus Deal: SpaceX's Hyperscaler Question Answered | Mach 33 Private Podcast Ep. 3
May 05, 2026
Aaron and Vlad break down the Anthropic-SpaceX-Colossus news and lay out the thesis: this deal resolves the SpaceX-AI hyperscaler question by giving the orbital compute business a clear, modelable revenue line. We frame it through the Falcon 9 / S...
Amazon–Globalstar, Starlink Scale, New Glenn Setback, and SpaceX–Cursor Talks | Mach 33 Private Podcast Ep. 1
April 21, 2026
In this week’s private briefing, Mach33’s research team breaks down the developments shaping the space economy and adjacent deep technologies, with a focus on what matters most for investors.We cover Amazon’s reported acquisition of Globalstar and...
How Soon Does Starship Get Cheap Enough for Orbital Compute?
April 01, 2026
Last week we published a bottom-up cost comparison of orbital versus terrestrial compute infrastructure. The model showed that a 1 GW orbital compute constellation could be deployed for $46B/GW under base case assumptions, falling to $24B/GW over ...
The Economics of Orbital vs Terrestrial Compute
March 25, 2026
SpaceX is betting on orbital compute. Last weekend, Tesla, SpaceX, and xAI announced Terafab: a $25B semiconductor fabrication facility in Austin targeting 2nm process technology, with the radiation-hardened D3 chip as its first space-grade produc...
Orbital Compute Supply Chain: Thermodynamics is Redrawing the Rules
March 11, 2026
The orbital compute supply chain is forming right now. Last week, Mach33 released our orbital compute satellite subsystem mass analysis. The modelling indicated that orbital compute constitutes a distinct asset profile from traditional satcom. Whi...
The Space Data Center Mass Budget Behind 10× Power Density
March 04, 2026
Over the past two weeks, our series has systematically deconstructed the engineering pathways required to validate Elon Musk’s stated objective: achieving a power density of 100 W/kg (100 kW/ton) for orbital compute satellites. After detailing how...