"We set a path to to. Putting 100GW per year of solar powered air satellite into orbit. And and having this be actually the lowest cost way to power and operate. At at a very large scale. For reference, the United States consumes roughly 460GW in average per year because the average power in the US is 460. The whole country." — Elon Musk ...

RT Mario Nawfal (@MarioNawfal)ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE“I see a path to Starship cost-per-ton-to-orbit being lower than air flight.That opens up a very wide range of possibilities.The most obvious one I think is actually solar-powered AI satellites.To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth.To make any progress on a Kardashev 2 scale, whi ...

RT Mario Nawfal (@MarioNawfal)ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE“I see a path to Starship cost-per-ton-to-orbit being lower than air flight.That opens up a very wide range of possibilities.The most obvious one I think is actually solar-powered AI satellites.To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth.To make any progress on a Kardashev 2 scale, whi ...

India’s power grid is struggling to absorb a surge in solar power installations, leading to more curtailment https://t.co/PbBIk7Xjow ...

Australia now has so much solar power that the government will require utilities to sell customers free electricity for three hours per day. https://t.co/AMTHMbPXru ...

Correctdjcows (@djcows):you can power all of America with a tiny dot in the desert https://t.co/9RTDC6RetX ...

Core Insights - Nextracker (NXT) is valued at $13.8 billion and specializes in intelligent solar tracker and software solutions for utility-scale and distributed generation solar power plants [1][5]. Technical Performance - Nextracker has shown exceptional technical momentum, hitting an all-time high of $93.90 on October 16 and gaining 162% over the past year [4][6]. - The stock has a 100% "Buy" opinion from Barchart, with a recent trading price of $92.07 and a 50-day moving average of $70.43 [7]. - NXT has made 16 new highs and gained 37.65% in the last month, with a Relative Strength Index (RSI) of 76.09 [7]. Financial Metrics - Nextracker has a trailing price-earnings ratio of 22.82x [8]. - Revenue is projected to grow by 14.38% this year and an additional 10.23% next year [8]. - Earnings are estimated to decrease by 0.59% this year but are expected to increase by 8.82% next year [8].

Solar Industry Trends & Challenges - Ivanpah solar electric generating system, once one of the largest solar plants, is scheduled to close due to cheaper alternatives and environmental concerns [1][2] - The Trump administration canceled the review of Esmeralda 7, a solar project planned to power 2 million homes in Nevada [2][3] - Concentrated solar plants are being undercut by the cheapness of photovoltaic panels [4] Technological Advancements & Feasibility - Collecting solar power in space is considered less feasible due to the cheapness and ease of implementing solar panels on Earth [5] - Covering approximately 1.5% of the Earth's land surface with solar panels and wind turbines could meet global power needs [6] Geopolitical & Economic Implications - Canceling the Nevada solar plant (Esmeralda 7) is considered detrimental, as it would have provided 6 gigawatts of cheap solar power [7] - The United States, the inventor of the first solar cell, is losing ground to China in solar panel production [8][9] - China is building solar panels 10 times faster than the United States, potentially leading to economic and political primacy [9]

RT Elon Musk (@elonmusk)@SemiAnalysis_ @BrentM_SpaceX 😉Still small fry at 1GW.For serious power in the 100GW continuous range (~1/5 of USA average power consumption), it probably needs to be solar/battery powered.At 1TW+, solar/battery is the only realistic option. ...

Industry Overview - The U.S. solar industry experienced a 24% year-over-year decline in installations during Q2 2025, with all segments except commercial solar shrinking due to unfavorable federal policies and trade challenges [1][3] - Solar photovoltaic (PV) accounted for 56% of the new electricity-generating capacity added to the U.S. grid in the first half of 2025, maintaining its status as the dominant form of new generating capacity [2] Trends Impacting the Industry - The U.S. Energy Information Administration (EIA) projects that total U.S. electricity generation will grow by 2.3% in 2025, with solar power contributing the largest share of this increase [3] - Federal policies, particularly the One Big Beautiful Bill Act (OBBBA), have cut federal tax credits and introduced new requirements that may adversely affect solar manufacturing capacity and investment [4] - Tariffs imposed in 2025 have increased component and operational costs, with module costs rising by 13% year over year due to the AD/CVD case on solar cells and modules [5][6] Financial Performance - The solar industry has underperformed compared to the Oils-Energy sector and the S&P 500, with a collective loss of 22.5% over the past year, while the Oils-Energy sector rose by 4.5% and the S&P 500 surged by 18.8% [9] - The industry is currently trading at a trailing 12-month EV/EBITDA of 5.52X, compared to the S&P 500's 18.22X and the sector's 5.07X [12] Notable Companies - **Sunrun Inc.**: Announced the pricing of a securitization of leases and power purchase agreements, raising over $1.5 billion in financing in Q3 2025, supporting profitable growth [15][16] - **Shoals Technologies Group**: Announced the groundbreaking of the Maryvale Solar and Energy Storage Project in Australia, which will deliver 243 MW of solar capacity and 172 MW of battery storage, enhancing its international presence [20][21] - **Tigo Energy Inc.**: Completed compliance testing for its Tigo EI Residential solution in Slovakia, enhancing its market position and expected to improve sales by 91.9% in 2025 [25][26]