SpaceX

SpaceX launched the 80th Starlink mission of the year from Vandenberg; according to the company this was the last Falcon 9 Starlink launch from Florida. Going forward, Starlink missions on the East Coast will fly on the much larger, reusable Starship, while Falcon 9 will continue to be used from the West Coast. The switch to Starship is intended to lower launch costs and thus improve SpaceX’s margins, which is relevant for investors after the recent IPO. Investors will be watching the 14th Starship test planned for September 15 and its impact on regular operations. » Altro su finanzen.net

SpaceX launched the 80th Starlink mission of the year and announced it will carry out Starlink launches from Florida with the larger, reusable Starship instead of the Falcon 9. The switch is expected to significantly lower per-mission costs thanks to higher payload capacity and lower operating expenses, easing the financial burden of the capital‑intensive Starlink network. Investors are watching the Starship test planned for September 15 closely, since a successful transition could reduce the uncertainty surrounding the SpaceX stock that has fluctuated since the IPO. » Altro su finanzen.net

Elon Musk announced SpaceX will launch its first Nvidia-powered AI satellite data centers in Q4 2027 and expects significant scale in 2028. SpaceX has pre-sold orbital compute capacity to customers including Anthropic and Google and says the Vera Rubin NVL72 system is lighter and denser than traditional racks. Analysts note the accelerated timeline and large long-term revenue opportunity but warn of risks from Musk's missed deadlines, unproven unit economics, regulatory hurdles and the need for new satellite architecture to scale. » Altro su finance.yahoo.com