Dr. Stuart Marsden

Retired

[Ricardo @Ric_RTP]

Elon Musk just confirmed the most INSANE IPO in history.

SpaceX is going public in 2026.

$1.5 TRILLION valuation. Raising $30+ billion.

That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019.

But here's what everyone's missing:

This isn't about space tourism or Mars missions.

Elon is literally about to win the entire AI race.

And 99% of people have no idea how...

Here's the problem killing every AI company right now:

POWER.

Oracle just reported earnings.

They burned through $12 BILLION in one quarter building data centers.

Their free cash flow? NEGATIVE $10 billion.

Revenue missed estimates. Stock crashed 11%.

Microsoft, Amazon, Google all scrambling to find enough electricity for AI training.

The brutal math:

The US generates 490 gigawatts of total power.

AI is projected to need 123 gigawatts by 2035.

That's a QUARTER of the entire electrical grid. Just for artificial intelligence.

Goldman Sachs says AI energy demand could jump 165% by 2030.

There is literally not enough power on Earth to run AI at the scale these companies are promising.

Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs.

And the infrastructure can't keep up.

Elon's solution?

Stop building on Earth entirely.

SpaceX is building data centers in SPACE.

Not a concept. Not 10 years out. Literally starting in 2026.

They're upgrading Starlink V3 satellites to carry AI computing chips.

Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks.

And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year.

At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years.

Just from satellites. Processing in orbit.

While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything:

The rockets. The satellites. The launch infrastructure. The AI company (xAI).

He doesn't need to ask utilities for permission.

Doesn't need grid approvals from local governments.

Doesn't need to build nuclear plants or wait for clean energy.

He just launches.

And everyone else is scrambling to catch up:

Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers.

Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027.

Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space.

But they're all 3+ years behind Elon.

SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built.

The $30 billion from the IPO?

Going straight into scaling orbital compute.

SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026.

Most of that from Starlink. Now add space-based AI infrastructure on top.

Here's why this matters:

Whoever controls orbital computing controls the AI revolution.

And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required.

Jensen Huang, Nvidia's CEO, called space data centers "a dream."

Translation: Nvidia is screwed if Elon actually pulls this off.

Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer.

OpenAI needs compute? Running on SpaceX satellites.

Google needs more capacity? Renting orbital infrastructure.

Microsoft needs power? Paying SpaceX for launch and compute access.

Elon won't just be in the AI race.

He'll own the entire track everyone else is running on.

The $1.5 trillion valuation sounds crazy until you realize what he's actually building.

It's not a rocket company. It's the infrastructure layer for the next 50 years of computing.

People calling it overvalued have no idea what's coming.

[Dr. Stuart Marsden @flymetopluto]

@ClarksonsFarm1 Just registered https://t.co/PKapLxSqyE open to offers

[ClarksonsFarm @ClarksonsFarm1]

Good morning

[Dr. Stuart Marsden @flymetopluto]

@mazeincoding Stage 1: format c:

[Dr. Stuart Marsden @flymetopluto]

@FT I can’t believe I actually agree with the E.U

[Dr. Stuart Marsden @flymetopluto]

@Rainmaker1973 Game, set & Match

[Dr. Stuart Marsden @flymetopluto]

@HJB_News__ I was fixated on the guy at gym today

[HJB News @HJB_News__]

This British man speaks for Britain without saying a word.

[Dr. Stuart Marsden @flymetopluto]

Never lost again

[Massimo @Rainmaker1973]

Only 3 words

[Dr. Stuart Marsden @flymetopluto]

@muskonomy When can I buy one? Tennis next please

[Dr. Stuart Marsden @flymetopluto]

Oops - universe equator

[Dr. Stuart Marsden @flymetopluto]

In a spinning universe do galaxies rotate on the galactic equator

[Dr. Stuart Marsden @flymetopluto]

@spenley Pack a brolly

[Dr. Stuart Marsden @flymetopluto]

@Frenck It depends why you even need a door sensor

[Dr. Stuart Marsden @flymetopluto]

@HMRCgovuk This can happen if you are working from home and the children play with your phone

[Dr. Stuart Marsden @flymetopluto]

@AIBuzzNews You appear to still be on X

[AuroraWatch UK @aurorawatchuk]

Minor geomagnetic activity. Issued 2025-02-14 19:59 UTC by @aurorawatchuk. #aurora

[Dr. Stuart Marsden @flymetopluto]

@skdh Now you will find out it is the websites that are slow.
Don’t forget to upgrade all the 100mb networking you have at home. And then the wifi access points….

[Dr. Stuart Marsden @flymetopluto]

Autumn - a magical time of year