The Wall Street Journal dropped a big story. |
Google is in active talks with SpaceX for a rocket-launch deal to put AI data centers in orbit. |
Go here to claim SpaceX shares before the IPO. |
This is a bigger deal than most investors realize. Let me explain why. |
First, Google isn't a new face here. The company invested $900 million in SpaceX back in 2015. Today Google owns 6.1% of SpaceX — confirmed in a recent regulatory filing. Google executive Don Harrison also sits on the SpaceX board. |
That investment is now estimated to be worth around $107 billion – based on a $1.75 trillion valuation for SpaceX. |
Google is looking for a partner to launch satellites into space. And SpaceX is the most logical partner. |
Second, this validates the entire orbital data center thesis. |
Google has its own moonshot project called Project Suncatcher. The plan is to launch prototype AI satellites by 2027 with Planet Labs. Sundar Pichai told Fox News "There's no doubt to me that a decade or so away, we'll be viewing it as a more normal way to build data centers." |
That's a major tech CEO saying orbital data centers aren't science fiction. They're the future. |
Third — SpaceX is stacking up deals. |
Earlier this month, SpaceX inked an $45 billion agreement with Anthropic to supply 300 megawatts of computing capacity using more than 220,000 Nvidia GPUs by the end of May. Anthropic also expressed interest in working with SpaceX on orbital data centers down the road. |
SpaceX also secured an option to acquire Cursor — one of the hottest AI coding startups in Silicon Valley — for $60 billion later this year. |
And let's not forget the FCC application to launch up to one million satellites for orbital AI data centers. |
Here's what I see happening. |
SpaceX isn't just a rocket company. It's becoming the backbone of the AI infrastructure race in space. Google, Anthropic, and xAI are already lined up as customers and partners. |
That's the story bankers will tell when SpaceX prices its IPO on June 11 at a potential $1.75 trillion valuation. |
I'm not waiting for the Nasdaq listing. |
Here's how to claim a stake before the IPO. |
Ian Wyatt
Editor, Daily Profit |
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