RT DogeDesigner (@cb_doge)🚨NEW: Emirates is planning to use SpaceX’s Starlink to upgrade the onboard WiFi in its fleet.Emirates is the world’s most profitable airline and has a widebody fleet of about 250 jets, with more than 300 on order. The agreement is set to be announced at the Dubai Air Show. https://t.co/xcFoUXC5ix ...

Core Viewpoint - Elon Musk plans to launch solar AI satellites with a capacity of 100 gigawatts annually, aiming to provide low-cost power for large-scale AI operations [1] Group 1: Solar AI Satellite Initiative - The initiative involves sending 100 gigawatts of solar AI satellites into orbit each year [1] - This plan could potentially supply about 25% of the annual electricity load in the United States, which is approximately 460 gigawatts [1] - A detailed implementation plan has been developed, marking a significant breakthrough in energy supply [1] Group 2: Implications for Companies - If successful, this initiative could greatly benefit SpaceX's Starlink program and Tesla's energy business [1]

Core Insights - Rocket Lab is positioned favorably in the expanding space transportation market, particularly as many SPAC-backed space stocks have struggled to meet expectations [2][14] - The company has seen significant stock performance, with a 376% increase since October, suggesting strong investor confidence [3][12] Group 1: Rocket Lab's Launch Capabilities - Rocket Lab's Electron rocket has successfully launched 74 times, deploying 240 satellites, and is designed for small payloads up to 300 kilograms [4][5] - The company plans to increase its launch frequency, with expectations of at least 20 launches in 2025, driven by the growing demand for small satellites [5] Group 2: Upcoming Developments - The Neutron rocket, set to launch in 2026, will carry larger payloads of up to 13,000 kilograms and has already garnered interest from the Air Force Research Laboratory [6][7] - Rocket Lab is competing for government contracts worth up to $5.6 billion under the National Security Space Launch program, indicating potential for increased revenue [7] Group 3: Business Model Evolution - The company has shifted from primarily offering lower-margin launch services to generating nearly three-quarters of its revenue from higher-margin space systems [8][9] - Recent acquisitions, such as Mynaric, aim to enhance Rocket Lab's capabilities and position it as an "end-to-end" space company, capitalizing on the growing global space economy [10] Group 4: Financial Projections - Analysts project Rocket Lab's revenue to nearly triple from $436 million in 2024 to $1.2 billion by 2027, with adjusted EBITDA expected to turn positive in 2026 [12] - Despite a high valuation at 23 times projected sales for 2027, comparisons to SpaceX's valuation suggest potential for continued growth and premium valuation [13]

IT之家 11 月 15 日消息，马斯克最近接受了投资人罗恩・巴伦（Ron Baron）的访谈，并围绕人工智 能、能源、芯片制造、机器人、Neuralink、个人财富观以及长期愿景等主题发表了一系列看法。 太空算力规划：目标每年 100 吉瓦 马斯克表示，他看到了一条（可行的）技术路径，可将每年 100 吉瓦的太阳能 AI 卫星送入轨道，用于 为大规模 AI 提供能源。他称这可能成为"在非常大规模上运行和供电 AI 的最低成本方式"。 作为参考，美国当前的平均用电负载约为 460 吉瓦。 芯片代工 关于 AI 芯片制造，马斯克强调：他"非常尊重"台积电与三星，特斯拉、SpaceX 也都与两家公司保持合 作。特斯拉希望他们能尽可能快地生产芯片并提升产能规模。 但他同时指出，向代工厂询问建设新晶圆厂所需时间时，得到的答案是"从启动到投产需要五年左右"。 马斯克形容："五年对我来说堪比永恒。" Grok 系列 AI 模型进展 谈及旗下 AI 模型 Grok，马斯克表示："据我所知，Grok-4-Heavy 目前仍是最聪明的 AI。"他还建议用 户亲自尝试。 IT之家从官方获悉，Grok-4-Heavy 采用"多智能 ...

Second set of 29 @Starlink satellites deployed ...

RT SpaceX (@SpaceX)Watch Falcon 9 launch our second @Starlink mission of the evening from pad 40 in Florida https://t.co/ayvAvIUtVd ...

🚨NEWS: SpaceX just launched a new $40/month Starlink plan in the U.S.It offers up to 100 Mbps speeds, unlimited data, and free installation making Starlink more affordable than ever. https://t.co/BsNLnYJtTP ...

Deployment of 29 @Starlink satellites confirmed ...

Watch Falcon 9 launch 29 @Starlink satellites to orbit from pad 39A in Florida https://t.co/huRjJjzBHW ...

中国航天科技集团将发布"中国太空游"项目，预示航天商业旅游迈出实质性步伐。同时，SpaceX在美国 推出了更便宜的Starlink家庭套餐，月费降至40美元，有助于进一步提升卫星互联网的用户渗透率。商 业航天领域融资活动频繁，例如"无限宇航"和"星辰空间"等产业链企业近期完成了融资，资本持续看好 产业链上下游。 政策层面，工信部在2025年8月发布的《关于优化业务准入促进卫星通信产业发展的指导意见》提出了 明确目标：到2030年，发展卫星通信用户超1000万。此举为产业中长期发展提供了坚实的政策保障。 行业层面，国内商业航天公司在可重复使用运载火箭技术上进展显著。深蓝航天的"星云一号" 已完成 首飞前全部动力系统试车，星河动力的"智神星一号" 一子级动力系统试车也已完成，两者均进入首飞 倒计时阶段。这意味着未来卫星发射成本有望大幅降低。长征七号改运载火箭已于近期成功将遥感四十 六号卫星送入预定轨道，该卫星将用于防灾减灾、国土资源勘察等领域。 11月14日，卫星板块弱势整固。截至11时9分，表征板块的卫星产业ETF(159218)跌1.30%，成分股海能 达、利元亨、国机精工涨幅居前。资金热度不减，据Wind ...