Analysis
Public
AI companies have announced roughly 96 gigawatts of data center capacity. About 15 gigawatts run today. Mach33 tracks the gap facility by facility: ~240 sites and 65 supply deals, each project discounted by how likely it is to get built, against a price tape that turned in early 2026 and now sits ~40% above its October 2025 low. Six buyers have signed build programs that together exceed the entire installed base operating today.

Jul 14, 2026

China's Long March 10B, with a planned payload capacity of at least 16 metric tons, launched from Hainan Commercial Space Launch Site on July 10, 2026 and had its first stage caught by a net-rigged...

Apr 21, 2026

Beijing-based Orbital Chenguang closed a Pre-A1 equity round from Haisong Capital, CITIC Construction Investment Capital, Cathay Capital, and others, alongside strategic credit lines totaling 57.7 ...

Apr 08, 2026

The Secure World Foundation published its 2026 Global Counterspace Capabilities Report on April 8, 2026, documenting counterspace capability development across 13 countries including the United Sta...

Apr 03, 2026

Space Pioneer's Tianlong-3, a Falcon 9-class partially reusable rocket powered by nine TH-12 engines, failed approximately 33 seconds after liftoff from Jiuquan on its inaugural flight. The vehicle...

Apr 01, 2026

Space Pioneer's Tianlong-3, a 71-meter, 9-engine, LOX/kerosene reusable rocket that closely mirrors Falcon 9 in dimensions and engine layout, is targeting an April 3 maiden flight from Jiuquan. It ...

Mar 30, 2026

CAS Space successfully launched Kinetica-2 from Jiuquan, delivering three satellites including a prototype of the Qingzhou commercial cargo spacecraft for the Tiangong space station. Kinetica-2 is ...

Mar 12, 2026

China has identified near-Earth asteroid 2016 WP8 as the likely target for its first kinetic planetary defense test mission, scheduled for launch in December 2027. The update came via a presentatio...

Mar 08, 2026

Chinese state media said Long March-8A Y8 was moved to Launch Pad No. 1 in Hainan ahead of a near-term mission. The vehicle is described as a core launcher for China’s satellite internet constellat...
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