A breakdown of SpaceX’s 100-gigawatt per year orbital compute goal in ~5 years: the power, thermal, and hardware breakthroughs needed to make it real.

Even with Starship-era launch rates, low Earth orbit remains vastly underutilized. Mach33’s latest analysis shows that by 2100, total satellites and debris will stay well below sustainability limits, shifting the challenge from space scarcity to smarter coordination.

As smartphones gain satellite-ready chipsets and next-gen constellations scale, Direct-to-Cell connectivity is shifting from emergency texting to real broadband. Mach33 breaks down how new NTN silicon will transform performance, why Starlink’s standardized 3GPP approach will outscale competitors in the long run, and how AST SpaceMobile’s early physics advantage plays out as the market converges in 2026-2028.

Mach33’s Q2 2025 SpaceX Quarterly introduces the ARK × Mach33 Monte Carlo model, revealing how SpaceX’s growth has evolved into a self-funding, infrastructure-scale cash engine; driven by Starlink, Starshield, and rising operational efficiency.

Mach33’s Q1 2025 SpaceX Quarterly introduces BFM 2, our upgraded financial model built with ARK Invest, linking Starlink cash flow, demand, and utilization into a single framework. A premium-only deep dive into SpaceX’s evolving economics and global influence.