was crunching numbers and the stranded compute could very well go to orbit if it can’t be powered soon enough. SpaceX S1 says it aims to deploy orbital compute in 2028. Musk has said the goal is 10 GW/yr deployed orbitally in two and a half years and "maybe 100 GW in three and a half" - compare this to current terrestrial numbers, where there are ~50GW data centers being built globally now ( 7-8GW in China, 35GW in the US, + everywhere else). I think it's clear Musk is telling the market his deployed environment of choice is orbital with those #s#, and he has a strong read on what cost is on the ground and what it will be orbitally (we have our own internal estimates of what $/kwh in orbit could be vs. terrestrial $/kwh post Starship + @StarpathSpace Air, and it is competitive). So looking at CapEx forecasts for AI,  total hyperscaler capex is modeled at $1.4T in 2028 and $1.2T in 2027 - which are set to 4x available compute to 120GW in 2028 from 30 GW in 2025. So we're looking at a 90GW uplift in AI compute capacity through 2028 alone - even 1% of marginal capacity deployed going to orbital by 2028 would = 900 MW of orbital compute

first exchange traded tungsten hedge trading new commodities and trading new derivatives on old commodities is how america won before and will win again big step forward for the US metals industry 🦾

America's biggest advantage in the race for critical materials isn't a mine. It's our financial markets. This week @PillarHQ, SIG, and @Kalshi completed the first exchange-traded tungsten hedge for an Ohio metals distributor. Tungsten goes into munitions, jet engines, and the carbide cutting tools on every factory floor. China produces about 80% of it and exports only to 15 companies. Pentagon rules bar Chinese tungsten from key military uses from 2027. APT prices are up more than 500% since the controls began. American manufacturers can't wait for new mines to protect their margins. With Pillar, they don't have to. Bloomberg has the full story. Link below.

Are we just studying cosmic physics, or are we holding mini-universes in our hands? In the lab, a 1.5” diameter plasma discharge ⚡️elegantly mirrors the dynamics of a stellar event. If the physics of a bench-top reactor and a galactic supercluster are scale-invariant, plasma is the universal bridge connecting all of us to the stars. #PlasmaPhysics# #DeepTech# #LaboratoryAstrophysics# #Cosmology# #RIMERE# #UniversalPlasmaTechnologies#

Moratoriums aren't killing the US datacenter buildout. Our analyst @mayabarkin finds only ~2.3 GW of ~21 GW in moratorium areas (excluding the TCEQ pause in Texas) is likely to be delayed, as cited in The Economist. For more, read her report in the SemiAnalysis newsletter👇️

Verne is quietly shipping sensors, models, and robots straight from San Francisco data collection and autonomy achievable in *hours* more on their process from @SemiAnalysis_ :

Boulder field trip 🦾 thanks to the investors and founders who joined to meet the incredible start ups in: - plasma transmutation ✅ - quantum networks ✅ - isotope separation ✅ - quantum sensors ✅ in SF and Palo Alto next week