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phil johnson

T2 · manager / operator

CEO of Lumen Orbit, a space-based data center company that launched the first H100 GPU to orbit (StarCloud-1) in late 2025; raised $250M Series A extension at $2.3B valuation with Nvidia and Cisco participation; booking launches for 2025-2026 to deploy orbital inference capacity for government and commercial SAR imagery.

1 call·1 name·100% bull·last heard 23 days ago·TBPN
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$LUMEN-ORBITLumen Orbit

Lumen Orbit raises $250M at $2.3B with Nvidia/Cisco; H100 in orbit doing SAR inference for government

Orbital data centers avoid terrestrial power/cooling bottlenecks; StarCloud-1 satellite launched with H100 running pipe-out inference on SAR imagery for military/government; three launches booked for 2025, diversifying beyond SpaceX; $250M Series A extension secures launch slots and satisfies partner balance-sheet requirements.

TBPN2026-09episode →

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  • $LUMEN-ORBIT

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  • Space Economy1
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$LUMEN-ORBIT
Lumen Orbit
HIGHphil johnson·TBPN·23 days ago·Yapping in Neuralese, Jimmy Iovine in the Ultradome, Nikesh Joins, GoPro v2
Lumen Orbit raises $250M at $2.3B with Nvidia/Cisco; H100 in orbit doing SAR inference for government
Orbital data centers avoid terrestrial power/cooling bottlenecks; StarCloud-1 satellite launched with H100 running pipe-out inference on SAR imagery for military/government; three launches booked for 2025, diversifying beyond SpaceX; $250M Series A extension secures launch slots and satisfies partner balance-sheet requirements.
"we just raised a series A extension $250 million at a 2.3 billion uh with Nvidia investing 25 million and uh Cisco coming in... we launched the StarCloud one satellite in November…"
75:50
7
Space Economytailwind
Orbital data centers bypass terrestrial power constraints; Lumen Orbit runs H100 inference on SAR imagery from orbit
Space-based compute avoids land, power, and cooling bottlenecks; Lumen Orbit's StarCloud-1 satellite operates an H100 in orbit performing pipe-out inference on synthetic aperture radar data for government customers; three launches booked in 2025 with diversified providers; $250M raise at $2.3B valuation with Nvidia/Cisco participation validates the model.