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“Everyone's talking about Elon Musk's AI1 satellite this week. Almost nobody noticed: China moved on space-based AI compute a week BEFORE he did.”
@semianalysis_
SpaceX's AI1 satellite is the US's answer to China's orbital compute system; as the race becomes a national priority, SpaceX is the only US platform at scale.
SPCXLONG@ $180.28
$109.97-39.00%
since call Jun 19
“Beijing E-Town convened satellite makers, chip firms, and materials companies to plan a Space Intelligent Computing Research Institute.”
@semianalysis_
US-China orbital compute race requires satellite platform builders; Rocket Lab is the only end-to-end space company with launch, spacecraft, and components under one roof.
RKLBLONG@ $103.06
$63.43-38.45%
since call Jun 19
“The mandate: radiation-hardened space-native AI chips, compute satellite platforms, space-optimized LLMs”
@semianalysis_
US-China orbital AI compute race creates direct demand for space-grade AI chips, and NVDA already has a product in market.
NVDALONG@ $204.31
$199.37-2.42%
since call Jun 19
peak +2.4%
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