News linked to both this project and an event.
Odaily News: SpaceX has grand plans for Starship. If all goes according to plan, this 407-foot-tall rocket will one day be used to build an orbital AI data center network and send humans to the Moon and Mars. But first, the company plans to use Starship to send a new, improved money-making machine into space—Starlink satellites.SpaceX plans to send its first batch of V3 satellites into orbit during a critical Starship test flight mission as early as next week. Getting Starship to operate as envisioned is crucial for SpaceX and its shareholders. The company needs Starship not only to revitalize its own Starlink communications network—which contributed nearly 55% of the company's revenue in the second quarter—but also to launch satellites for a range of commercial purposes. Then perhaps its most lucrative mission: sending a futuristic orbital data center into space, which SpaceX says could help tap into a total addressable AI market worth $26.5 trillion. (Bloomberg)
According to Chaoxiang Research, Bernstein’s September 1 research report noted that SpaceX announced the construction of a new Starship base spanning 125,000 acres in Louisiana, with plans for at least 10 launch pads capable of supporting over 30 Starship flights daily, targeting a maiden flight in 2029 and requiring long-term investments of at least $100 billion. The 14th Starship flight will occur within weeks, heading directly to orbit to deploy V3 Starlink satellites; the 15th flight will attempt to catch the second stage, with reusability goals aimed for early 2027. Bernstein maintains an Outperform rating with a price target of $248, indicating a 73% upside from the current share price.
According to Trend Research, an HSBC report released on August 18 spanning 12 industries points out that SpaceX's Starlink has crossed the inflection point for scale. As of June 30, it operates 10,200 satellites in orbit and serves 12 million broadband subscribers across 167 markets. Additionally, 7.4 million monthly active devices connect directly to mobile phones via satellite (Direct to Cell), covering 30 countries. Maersk has installed Starlink on more than 330 container ships, while United Airlines plans to upgrade 15 Boeing 737-800 aircraft per month. Starship aims to reduce launch costs to $100–$300 per kilogram, representing a decline of over 95% compared to historical averages. HSBC assesses that the space race is now benefiting terrestrial industries across three dimensions: From a communications standpoint, Starlink and ground-based telecom operators are predominantly complementary, filling coverage gaps in oceanic, desert, and post-disaster environments. Regarding compute infrastructure, orbital data centers currently cost three times as much as ground-based equivalents, acting mainly as strategic reserves; however, if TeraFab’s vertically integrated wafer fabs succeed, they could revolutionize the division of labor in the semiconductor industry. At the energy level, AI data centers have pushed the annual growth rate of U.S. power demand to 4%-5%, making renewable energy and the electrical grid the largest beneficiaries. Among the 12 industries covered, power, semiconductors, and robotics are being directly transformed.
According to the official announcement, Bybit officially launched its limited-time “Invite Friends” campaign on June 12, 2026. The campaign runs for 30 days and leverages the buzz around SpaceX’s Nasdaq IPO, featuring a Starship-themed multi-tiered rewards system to incentivize users to invite friends to register and deposit funds. The campaign begins immediately and ends on July 12 at 10:00 AM, offering multiple participation methods:
Odaily ARK Invest stated that SpaceX's upcoming IPO could become a historic capital markets event, with the company's overall valuation potentially approaching the $2 trillion level. Brett Winton, Head of Portfolio and Research at ARK, said on CNBC that SpaceX's IPO is priced at approximately $135 per share, corresponding to a valuation of around $1.77 trillion, and plans to list on Nasdaq on June 12.Winton pointed out that SpaceX's core value comes not only from its rocket launch business but more so from its rapidly expanding satellite internet network, Starlink. This network currently has a bandwidth capacity of approximately 500 Tbps, generating an annual revenue of around $13 billion. It is expected to significantly reduce launch costs with the Starship rocket, accelerating satellite deployment and network expansion. He believes that as AI applications proliferate rapidly, the demand for global communication and computing infrastructure will further increase, positioning SpaceX as a key infrastructure provider in this trend. ARK also estimates that the AI foundation model industry could create between $15 trillion and $20 trillion in enterprise value by 2030.Currently, ARK holds approximately 11.4% of SpaceX's private shares through its venture capital strategy and considers it one of its core long-term holdings. The fund has risen about 15% so far this year, with gains exceeding 70% over the past 12 months. (CNBC)