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Starcloud Raises $170M Series A at $1.1B Valuation for Orbital Data Centers
Starcloud closed a $170 million Series A led by Benchmark and EQT Ventures, hitting $1.1 billion and becoming the fastest YC graduate to reach unicorn status (17 months from demo day). The company launched its first satellite with an Nvidia H100 G...View Commentary -
Aetherflux Reportedly Raising $250-350M Series B at $2B Valuation
Space solar startup Aetherflux, founded by Robinhood co-founder Baiju Bhatt, is in talks to raise $250 to $350 million in a Series B led by Index Ventures at a $2 billion valuation, per The Wall Street Journal. The company has pivoted from beaming...View Commentary -
Blue Origin Files FCC Application For Project Sunrise Data Centre Satellite Constellation
Blue Origin filed an application with the FCC on March 10, 2026 seeking authorization for Project Sunrise, a proposed network of 51,600 data centre satellites operating in sun-synchronous orbits between 500 and 1,800 kilometres altitude. The filin...View Commentary -
NVIDIA Launches Space Compute Platforms
NVIDIA announced a new space computing platform strategy, introducing three models designed to bring AI processing capabilities into orbit. The initiative aims to enable real-time data processing on satellites, reducing reliance on ground-based co...View Commentary -
Redwire, Rocket Lab, and Starpath push new solar array products as space power demand broadens
A cluster of announcements highlights a supply chain that is starting to optimize for bigger power-hungry missions. Redwire unveiled a new solar array product positioned around higher performance per stowed volume and lower mass, while Rocket Lab ...View Commentary -
China Completes AI testing for “Three-Body” orbital computing constellation
The China Aerospace Science and Industry Corporation (CASIC) has concluded nine months of testing for its "Three-Body" Computing Constellation. The tests successfully demonstrated the ability to run large-scale AI models directly on satellite hard...View Commentary -
SpaceX postings point to deeper work in solar supply chain and silicon photonics
SpaceX job postings include roles tied to silicon crystal growth and wafer supply (relevant to internal solar cell production) as well as silicon photonics, which can improve high-bandwidth data movement with lower power overhead in advanced paylo...View Commentary -
Elon recognizes Mach33 Research
Elon Musk remarked favorably on Mach33 Researchby stating: “Your analysis is excellent for an organization that doesn’t design, build and fly thousands of satellites.” Musk added that, within a few iterations, AI satellites could reach sub-100 kW ...View Commentary -
Tesla / AI Roadmap & Space-Based Compute
Elon Musk outlined a multi-generation Tesla AI roadmap, stating that AI4 alone should exceed human driving safety, AI5 would make vehicles “almost perfect” while significantly advancing Optimus, AI6 would be optimized for Optimus and terrestrial d...View Commentary -
SpaceX Launches First “Twilight” Rideshare Mission To Dawn Dusk Sun Synchronous Orbit
SpaceX launched its first dedicated “Twilight” rideshare mission, deploying a cluster of satellites into a dawn dusk Sun Synchronous Orbit (SSO). This orbital regime maintains near continuous solar illumination by aligning orbital precession with ...View Commentary
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