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▶ 20:06 · $RKLB · $STOKE-SPACE · Rocket Lab Neutron rocket adding to launch capacity for space infrastructure

now playing · $RKLB · $STOKE-SPACE

$STARCLOUDbullish· high· posphilip johnston

StarCloud targets 20GW+ orbital compute constellation as Starship slashes launch costs

Terrestrial data centers face insurmountable energy, water, and regulatory constraints; space-based solar provides unlimited power at $500/kg launch break-even (vs $50/kg for spac…

$SPCX···bullish· highphilip johnston

Starship gigafactories targeting 3 ships/day will unlock 1000x launch capacity, enabling orbital data centers

Starship program building two gigafactories for 3 ships/day production; reusability yields 1000x launch capacity within 3-4 years. Launch cost trending down rapidly toward $500/kg…

$ASTROFORGEneutral· lowphilip johnston

AstroForge pursuing asteroid mining as alternative space industrialization

AstroForge (a YC company) represents the asteroid mining approach to space industrialization, which StarCloud evaluated but rejected due to expensive re-entry requirements compare…

$RKLB···neutral· lowphilip johnston

Rocket Lab Neutron rocket adding to launch capacity for space infrastructure

Neutron rocket from Rocket Lab is one of several new launch vehicles (alongside Starship, New Glenn, Nova) that will increase launch capacity and competition, supporting the space…

$STOKE-SPACEneutral· lowphilip johnston

Stoke Space Nova rocket contributing to launch capacity growth

Nova rocket from Stoke Space is another upcoming fully reusable launch vehicle that will increase competition and capacity for space infrastructure launches.

$BLUE-ORIGINneutral· lowphilip johnston

Blue Origin New Glenn rocket expanding heavy launch options

New Glenn adds to the growing heavy-lift launch capacity that will enable large-scale space infrastructure deployment including data centers.

$NVDA···bullish· highphilip johnston

Nvidia co-designing space-qualified 'Reuben' GPU using StarCloud's unique orbital radiation data

StarCloud is the only entity with operational data on H100/B200/H200 behavior in space radiation environment (tested at Brookhaven and Knoxville cyclotron). Nvidia leveraging this…

$AMZN···bullish· mediumphilip johnston

AWS partnering with StarCloud to fly Outpost hardware for military edge compute

AWS will launch its Outpost on-premises server blades on StarCloud 2 to provide local EC2 instances for military customers, validating the orbital edge computing model and creatin…

$BENCHMARKbullish· high· posphilip johnston

Benchmark leads $170M StarCloud bet on elite SpaceX/hyperscaler engineering team despite SpaceX conflict

Partner Chetan Puttagunta invested after deep diligence on engineering team (half ex-SpaceX, half ex-hyperscalers) despite SpaceX's competing space data center project creating co…

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