RT Gwynne Shotwell (@Gwynne_Shotwell)Today marks an incredible milestone as Ukraine becomes the first European country to make @Starlink Direct to Cell available to customers!!The satellite-to-mobile service is powering life-saving connectivity when and where people need it most - during prolonged blackouts or in areas where terrestrial networks are often damaged. Looking forward to connecting more people in Europe with our next-generation capabilities! ...

A United Launch Alliance Atlas V rocket is shown on its launch pad carrying Amazon's Project Kuiper internet network satellites as the vehicle is prepared for launch at the Cape Canaveral Space Force Station in Cape Canaveral, Florida, U.S., April 28, 2025.Amazon said Monday it will begin allowing businesses to test its recently rebranded internet-from-space service that seeks to compete with SpaceX's Starlink.Select businesses will be able to test Amazon Leo production hardware and software as part of an " ...

Amazon Leo, the recently rebranded satellite-internet system meant to rival SpaceX’s Starlink, has begun previewing its service for a select group of customers, ahead of a wider public rollout planned for next year https://t.co/cUkCWuPAyp ...

Core Insights - AST SpaceMobile is developing the first global cellular broadband network in space, accessible by standard smartphones, while IBM focuses on cloud and data solutions for enterprise digital transformation [1][2] AST SpaceMobile - AST SpaceMobile has launched its first five commercial satellites, named Bluebird, which feature the largest commercial communications arrays at 693 square feet, providing non-continuous service across the U.S. with over 5,600 cells in the low-band spectrum [4] - The company plans to deploy 45 to 60 additional satellites by Q1 2026 and holds a portfolio of over 3,650 patents related to direct-to-cell satellite technology [4] - Partnerships with major carriers like AT&T and Verizon aim to enhance cellular coverage and eliminate dead zones in the U.S. [5] - Despite advancements, AST SpaceMobile faces challenges from macroeconomic conditions and competition from companies like SpaceX's Starlink and Globalstar, which may pressure its financial performance [6] IBM - IBM is experiencing strong demand for hybrid cloud and AI solutions, which are expected to drive growth in its Software and Consulting segments [7][8] - The acquisition of HashiCorp has enhanced IBM's capabilities in managing complex cloud environments, complementing its Red Hat portfolio [9] - IBM's sales are projected to grow by 6.8% in 2025, with EPS expected to improve by 10.2%, indicating a positive trend in earnings estimates [11][13] - The company faces competition from AWS and Microsoft Azure, which is leading to pricing pressure and margin erosion [10] Performance Comparison - Over the past year, AST SpaceMobile's stock has increased by 112.2%, while IBM's stock has risen by 31.5% [14] - In terms of valuation, IBM's price/sales ratio is 3.97, significantly lower than AST SpaceMobile's 78.47, indicating that IBM may be a more attractive investment option [15] - Both companies are expected to see sales growth in 2025, but AST SpaceMobile's earnings are projected to decline significantly, contrasting with IBM's expected modest growth [18]

Core Insights - Jeff Bezos, despite stepping down as Amazon's CEO, is actively engaging in the AI sector and has taken on the role of co-CEO at the AI startup Project Prometheus [2][10] - Bezos emphasizes the importance of focus in business, having learned to prioritize ideas to avoid overwhelming his team [5][4] - The competition between Bezos and Elon Musk highlights their differing approaches to business and innovation, with Bezos adopting a more traditional and focused strategy compared to Musk's hands-on, multi-company management style [3][4] Group 1: Bezos's Current Focus - Bezos is dedicating nearly all of his time to AI, indicating a strong commitment to this field [10] - The recent success of Blue Origin in launching and recovering rockets showcases Bezos's ongoing involvement in aerospace, which he believes can integrate with AI [9][10] - Bezos's vision aligns with the idea of a new era of innovation driven by AI and space exploration, positioning him as a modern-day inventor [11] Group 2: Business Philosophy - Bezos's transition to the role of Executive Chairman at Amazon was intended to allow him to focus on external interests, particularly Blue Origin [7] - He has historically prioritized Amazon's interests over his other ventures, demonstrating a commitment to stakeholder responsibility [4][6] - The lessons learned from his early experiences at Amazon have shaped his approach to innovation and leadership, emphasizing the need for a structured idea management process [5][6]

除了硬件成本之外，未来几年，电力生产、输送和冷却需求也将是大型人工智能数据中心面临的主要制约因素。有鉴于此，埃隆·马斯克近 日提出了一个颠覆性的愿景：将AI计算中心部署到太空。 马斯克身兼xAI、SpaceX和特斯拉的CEO，前两者分别从事AI大模型研发、商业航空，而特斯拉则涉足电动车、储能和机器人等多项业务。 把这些业务串起来，恰好可以给他的愿意提供近乎闭环的支持力量，一旦成功，他的公司可能也是最大受益者。 为何有此愿景？ 马斯克认为， 未来四到五年内，在轨道上运行大规模人工智能系统将比在地球上运行同类系统更具成本效益。 这主要得益于"免费"的太阳 能和相对容易实现的冷却技术。 他此前在美国-沙特投资论坛上表示："我估计，在地球潜在能源耗尽之前，电力成本和人工智能在太空领域的成本效益将远远优于目前地面 人工智能。我认为，甚至可能在4到5年的时间框架内，成本最低的人工智能计算方式将是使用太阳能人工智能卫星。 "我认为，从现在开始算，不会超过五年。"他补充说。 马斯克强调，随着计算集群的增长，对电力供应和冷却的综合需求会升级到地面基础设施难以跟上的地步。他声称，要达到每年200吉瓦至 300吉瓦的持续算力容量， ...

Core Insights - The article discusses the features and offerings of Ian's Insider Corner, a membership group led by Ian Bezek, which provides investment insights and research for stocks in various markets [2]. Group 1 - Ian Bezek has a decade of experience as a hedge fund analyst and specializes in high-quality compounders and growth stocks at reasonable prices [2]. - The membership includes a Weekend Digest that covers new investment ideas, updates on current holdings, macro analysis, trade alerts, and direct access to Ian [2]. - The group also features an active chat room for members to engage and discuss investment strategies [2].

埃隆·马斯克近日提出一项颠覆性构想，计划将人工智能计算设施安置在太空。这位身兼xAI、SpaceX和特斯拉首席执行官的企业家认为，未来四到五年内， 太空可能成为更具成本效益的AI运行场所。 马斯克的构想并非孤立存在，其旗下业务形成了潜在支撑闭环。xAI专注AI大模型研发，SpaceX具备商业航天能力，特斯拉则涉足储能与机器人领域。这些 业务的协同，被认为可能为太空AI计算中心提供从技术研发到硬件部署的全链条支持。 为何选择太空？马斯克指出，地球仅接收二十亿分之一的太阳能量，而太空可利用的太阳能规模远超地球。他强调，地面AI计算面临电力瓶颈，"每年200或 300吉瓦的AI计算在地球上很难做到"，若需1太瓦规模，"在地球上更是不可能"。太空环境则能提供持续太阳能，辐射冷却技术也可解决设备散热难题。 此外，发射规模与成本构成现实挑战。实现每年数百吉瓦卫星部署，需数千次星舰级飞行，短期内难以达成。轨道碎片、国际空间政策与监管审批等外部因 素，也为项目增添不确定性。 马斯克曾表示，"太阳能人工智能卫星是实现'卡尔达舍夫II型文明'的唯一途径"，这一文明阶段理论上可利用整颗恒星的能量。但从技术构想至实际落地， 太空AI ...

近日，字节跳动老股再度迎来拍卖，"风投女王"徐新旗下今日资本以近三亿美元的价格拿下中银投资手 中字节跳动的部分股权。按照此次拍卖对价，字节跳动的估值将由此前的近3600亿美元攀升至近4800亿 美元。 从财务数据来看，2024年，字节跳动的营收达到1550亿美元，折合人民币1.13万亿元，同比增长高达 29%；净利润则为330亿美元，同比增幅6%。 而随着字节跳动估值暴涨，其创始人张一鸣也一度坐上首富宝座。今年6月，《新财富杂志》发布了一 年一度的新财富500创富榜。在这份榜单中，42岁的张一鸣以4815.7亿元的股权估值首次问鼎中国首富 宝座，比第二名领先幅度高达1200亿元。据此前信息披露，他个人持有字节跳动21%的股权，员工和机 构分别持有21%和58%。按此估算，此番字节跳动4800亿美元估值下，张一鸣所持股权价值将接近1000 亿美元。 那么，字节跳动的这一估值是否合理呢？从投资机构的动向来看，答案似乎是肯定的。软银集团旗下的 愿景基金在去年12月便已将字节跳动的估值调高至超过4000亿美元。同时，根据美国证券交易委员会去 年11月披露的文件，投资巨头富达投资和普信集团也分别将字节跳动的估值上调至4 ...

商业航天与卫星互联网：关注火箭产业链突破 20251123 摘要 商业航天迎来多重拐点：政策支持力度加大，部分核心公司三季度业绩 已显现积极变化，可回收火箭技术及 NTN 标准体系成为关注焦点，预示 行业进入加速发展期。 全球可回收火箭技术竞争加剧：SpaceX 猎鹰 9 号和星舰已成熟运行， Blue Origin 新格伦火箭实现一级回收，国内蓝箭等公司计划年底密集 发射，标志着全球商业航天进入新阶段。 算力上天面临挑战：带宽限制、太空环境复杂、设备折旧等问题制约发 展，需探索解决方案，这些因素对相关投资策略产生直接影响。 2026 年商业航天展望：作为"十五"规划首年，民商火箭密集发射将 降低成本，国家队也将推出可回收火箭，星网和垣信建设有望加速，推 动行业快速发展。 朱雀 3 号首发意义重大：作为民商火箭，其首发抢在国家队之前，采用 全舰不锈钢设计，借鉴猎鹰 9 号技术，成功将提升国内商业航天信心， 并推动技术发展。 Q&A 目前商业航天领域的三重拐点是什么？具体情况如何？ 商业航天领域的三重拐点包括两个确定性的拐点和一个可能出现的拐点。第一 个确定性的拐点是政策型的，主要体现在商业航天司的成立，这一机 ...