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Tesla AI5 Chip Architecture
Tesla's AI5 inference chip, due for samples in late 2026 and volume production in 2027 across Samsung and TSMC fabs, uses a half-reticle die design targeting dramatically higher yield at scale. Musk stated on April 15 that a single AI5 delivers ap...View Commentary -
Intel Joins Musk's Terafab AI Chip Project
Intel announced it is joining Elon Musk's Terafab project alongside Tesla, SpaceX, and xAI. Terafab is a joint venture for a vertically integrated semiconductor facility in Austin, Texas, combining logic chips, HBM memory, advanced packaging, test...View Commentary -
Starship Component RUD Captured at Starbase
A violent Rapid Unscheduled Disassembly of a Starship component was captured on camera at SpaceX's Boca Chica facility. Starbase observer Zack Golden described it as among the most dramatic RUDs seen at the site in some time, sharing footage inclu...View Commentary -
SpaceX Files Confidential S-1 with SEC, Targeting $1.75 Trillion Valuation
SpaceX submitted a confidential S-1 registration to the SEC on April 1, putting it on track for a June Nasdaq listing. The company is targeting a valuation of approximately $1.75 trillion and aims to raise between $50 billion and $75 billion, whic...View Commentary -
Starlink Offering 4-month U.S. Residential Pricing deals at $35/Month, Offers Free Hardware as Rental
Effective April 1, new U.S. and Canadian customers in select service areas can sign up for Starlink Residential at $35/month for 100 Mbps (down from $50), $65/month for 200 Mbps, and $105/month for 400+ Mbps, with no upfront hardware cost (dish pr...View Commentary -
SpaceX Launches 119 Payloads on Transporter-16 Rideshare
Transporter-16 lifted off from Vandenberg SFB carrying 119 payloads from dozens of commercial, academic, and government customers. This was the 16th dedicated Transporter mission and 21st in SpaceX's smallsat rideshare program, which has lofted ov...View Commentary -
Falcon 9 Booster Completes Record 34th Flight
Booster B1067 launched for a record-breaking 34th time from Cape Canaveral, deploying 29 Starlink satellites and landing on the droneship Just Read the Instructions. The booster has been in service since 2021, supporting missions including Crew-3,...View Commentary -
Starlink Satellite Breaks Apart in Orbit: Second Anomaly in Three Months
Starlink-34343 suffered an on-orbit malfunction at approximately 560 km, generating dozens of tracked debris fragments. LeoLabs attributed the event to an internal energetic source rather than a collision. This is the second such event since Decem...View Commentary -
Starship Flight 12 (V3 Debut) Slips to Late April
Starship Flight 12, the maiden flight of V3 with Raptor 3 engines, has slipped from Musk's early-April target to a late April window. Booster 19 completed a 10-engine static fire on Pad 2 on March 16, but a full 33-engine static fire and FAA sign-...View Commentary -
Russia Launches Low Orbit Satellites In Bid To Rival Starlink
Russia launched 16 low-orbit satellites on March 24, 2026 in a bid to one day rival SpaceX's Starlink constellation. The development is confirmed and involves Russia's space program advancing its satellite constellation.No market rumours are assoc...View Commentary
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