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$JKS signed a 1 GW collaboration agreement with PM Green, including an initial 200 MW order for Tiger Neo 3.0 solar modules. JinkoSolar says the deal supports large-scale sustainable energy projects across strategic markets, with a focus on Europe.
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SpaceX + xAI orbital AI supremacy: 100 GW added every year.
1M tons to orbit (Starship V4 @ 200t/flight = 1 launch/hour).
Terafab chips + solar arrays, 24/7 power, vacuum cooling, Starlink mesh. Physics, win's.
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Anthropic paying spaceXai $24b in revenue per nameplate GW.
SpaceXai spent $29b per GW building out that capacity.
If the contract were to last 5 years, $50+ billion in cumulative pre-tax cashflow.
Being wildly efficient at converting cash into physical compute assets in a world that finds itself suddenly wildly short of compute assets is not a bad spot to be.
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