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Brief: The Orbital Inference Containment Tax

July 28, 2026

Analysis AI Chips Orbital Data Centers SpaceX SpaceXAi

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The Orbital Inference Containment Tax

July 15, 2026

Analysis AI Chips Orbital Data Centers SpaceX SpaceXAi

SummarySpaceX proposes to serve AI from orbit: satellites carrying GPU racks, linked by lasers, selling AI answers by the token (a token is roughly a word fragment; AI serving is priced per million of them). Since the June 8, 2026 AI1 reveal, the ...

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SpaceX's Compute Supply: The Option to Be a Hyperscaler

June 24, 2026

Analysis SpaceX SpaceXAi

SpaceX and xAI consolidated in February 2026, and the combined company is building one of the largest compute fleets on the planet. The open question for investors is what they do with it. Our model sizes the base build at roughly 1.3 million GPUs...

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Pricing Terafab: A Bottom-Up the S-1 Won't Give You

May 27, 2026

Analysis AI Chips Tesla SpaceXAi

SummaryOn 20 May 2026, SpaceXAi filed its S-1 with the US Securities and Exchange Commission. Page 144 detailed an initiative titled Terafab.The idea, as SpaceXAi describes it, is a single chip factory in Grimes County, Texas, partnered with Tesla...

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