Deployment of 25 @Starlink satellites confirmed ...

Watch Falcon 9 launch 25 @Starlink satellites to orbit from California https://t.co/ouxg90rkRn ...

Group 1: Supermicro Case - The U.S. has charged a cofounder of Supermicro for allegedly diverting $2 billion worth of NVIDIA-powered servers to China through an unnamed Southeast Asian company [6][51]. - Supermicro's stock dropped 27% in a single session, marking its largest decline since late 2024 [4]. - NVIDIA considers Supermicro a significant customer, accounting for up to 9% of its sales, and emphasizes strict compliance with export controls [8]. Group 2: NASA and SpaceX Developments - NASA is reshaping its moon mission plans, increasing SpaceX's role while reducing Boeing's involvement [27]. - The new plan involves SpaceX's Starship performing the heavy lifting to send astronauts to the moon, rather than the previously planned SLS rocket [30]. - NASA is pushing for accelerated lunar lander designs from both SpaceX and Blue Origin, with the first to be ready potentially landing humans on the moon [32]. Group 3: AI Industry Growth in New York - The AI boom is revitalizing New York City's real estate market, with companies like Anthropic and Palantir hiring and increasing demand for office space [2][88]. - Demand for office space is projected to be 152% higher from 2025 to 2026 compared to 2024, indicating a significant recovery in the commercial sector [88]. - The influx of tech tenants is particularly benefiting areas like Midtown South and Downtown Manhattan, which suffered during the pandemic [90].

Bloomberg’s Caroline Hyde and Ed Ludlow discuss shares of Super Micro as the company's co-founder was charged by the US for allegedly illegally diverting Nvidia-powered servers to China. Plus, NASA gives SpaceX a bigger role in its mission to the moon. And NYC real estate gets an AI boost as the likes of Anthropic, Palantir and OpenAI hire in the Big Apple. -------- "Bloomberg Technology" is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow f ...

Group 1 - The IPO market has cooled down after a strong performance in 2021, but AI start-ups are considering public market debuts due to soaring valuations [1] - Elon Musk's AI start-up xAI completed a $1.25 trillion merger with SpaceX, leading to discussions about a potential IPO for the combined business [4] - SpaceX has raised a total of $11.9 billion in funding, primarily from venture capital and private equity firms, with notable investments from corporations like Alphabet [6] Group 2 - Alphabet has been an investor in SpaceX since 2015, participating in a $1 billion funding round, making it a viable option for retail investors to gain exposure to SpaceX [7] - Alphabet is a diversified company with interests in various sectors, including advertising, consumer electronics, autonomous driving, cloud computing, AI, and space exploration [8] - ETFs such as ARK Venture Fund and XOVR ETF hold positions in SpaceX, allowing investors to gain passive exposure to the company, although these come with management fees and diversified holdings [10][11]

NASA's rewriting its moon mission and SpaceX is potentially getting a much bigger role. Here's what's new. Instead of Boeing's space launch system rocket doing the heavy lifting to the moon, SpaceX's Starship would take over a key part of that job.Under the revised plan, Orion launches on SLS to low Earth orbit, then docks with Starship in orbit. Then Starship pushes Orion, carrying the crew, to lunar orbit. Once there, astronauts transfer into Starship, which takes them down to the surface.That's a major s ...

NASA's rewriting its moon mission and SpaceX is potentially getting a much bigger role. Here's what's new. Instead of Boeing's space launch system rocket doing the heavy lifting to the moon, SpaceX's Starship would take over a key part of that job.Under the revised plan, Orion launches on SLS to low Earth orbit, then docks with Starship in orbit. Then Starship pushes Orion, carrying the crew, to lunar orbit. Once there, astronauts transfer into Starship, which takes them down to the surface.That's a major s ...

Core Insights - SpaceX has successfully launched over 10,000 active Starlink satellites, marking a significant milestone for the company as it prepares for a potential IPO, which could be the largest in history [1] - Prediction markets indicate a high likelihood of SpaceX achieving a market cap of over $1 trillion on its first trading day, with a 45% chance of exceeding $2 trillion [3] - The company is targeting a valuation of approximately $1.75 trillion and plans to raise around $50 billion, with last year's profits estimated at $8 billion on revenues between $15 billion to $16 billion, primarily from Starlink [4] Market Predictions - Polymarket gives SpaceX an 87% chance of being the largest IPO by market cap in 2026, with a total volume of $1.2 million [1] - A separate timing contract suggests a 60% probability of a summer debut for SpaceX [2] - Goldman Sachs is currently leading the underwriting process with a 57% chance, reversing the earlier position of Morgan Stanley [2] Financial Metrics - Analysts project that SpaceX's revenue could reach $24 billion by 2026, which would result in a forward multiple exceeding 70x, compared to Tesla's 16x and Saudi Aramco's 6x at its IPO [5] - The S&P 500 Index is considering a rule change that would allow SpaceX to join immediately, potentially leading to significant forced buying from index-tracking funds [5] Company Developments - The recent merger with xAI valued SpaceX at $1 trillion, while xAI was valued at $250 billion, although xAI is reportedly facing financial challenges [6] - Musk has acknowledged issues with xAI's initial setup and is in the process of rebuilding it, asserting that SpaceX will outperform competitors in the AI sector [6]

Tell us, Lauren, about what this implication really means for how you actual astronauts, human beings get to the moon. Right. So under the original plan, Boeing's built s rocket, which Nassar owns, would have played a substantial role in propelling astronauts to the moon. So astronauts flying inside the Orion crew capsule would have launched on top of the SLAC, which would have sent them to the vicinity of the moon.From there, the capsule would have gone into the moon's orbit and it would have met up with S ...

Core Insights - NASA's original plan for lunar missions involved Boeing's SLS rocket, but the new strategy shifts the heavy lifting to SpaceX's Starship, which will now launch the Orion crew capsule to Earth orbit before propelling it to the moon [1][2][3] - NASA has greenlit two proposals for lunar landers, one from SpaceX and another from Blue Origin, with the urgency for both companies to accelerate their designs to meet NASA's timeline [4][5] - The success of SpaceX's Starship is contingent on untested cryogenic refueling technology, which poses significant challenges for its mission to the moon [6][11] Company and Industry Analysis - The changes in the Artemis program, including more frequent launches, are beneficial for Boeing and SpaceX, indicating a competitive landscape where speed and efficiency are critical [9][10] - NASA's commitment to the Artemis program remains strong, with a focus on establishing a human presence in deep space, emphasizing the importance of getting astronauts beyond low-Earth orbit [17] - Blue Origin is also actively working on its own plans, which may influence the timeline for human landings on the moon, highlighting the competitive dynamics in the space industry [15][16]