Neoclouds: The Positives of Citadel
Now that Citadel has finished the financial “craftsmanship” to acquire $CRWV, $NBIS, $IREN at lows, Citadel may eventually unleash a plan to create euphoria to sell these Neoclouds at high in 6 months to 1 year.
Citadel taketh, Citadel giveth.
However, Citadel cannot create euphoria that quickly so I expect Citadel to first profit from volatility both ways before creating the high conditions. This may take anywhere between 6 months to 1 year.
Today, Rocket Lab USA was announced as one of 15 awardees to a $981M max-value multiple award IDIQ under Space Systems Command, to provide support to space & ground-based engineering activities to enhance test, evaluation, and training ops thru 2032.
Rocket Lab Neutron AIC update
The triple-axle Kenworth is back on site, hooked up to the blue transport trailer parked to the left of Building 01. The last time this truck and trailer combo showed up together, they were hauling the Hungry Hippo fairing in from NASA's North Dock, so this pairing is always worth a second look. That said, the trailer itself doesn't appear to have moved from its spot; it looks like just the truck has been hooked up so far, which could mean it's staging rather than an active move.
Looking between the two integration buildings, more hardware has been staged, including what appears to be components from the larger crane that was in use over the weekend, plus a smaller mobile crane and assorted other equipment. Scaffolding also appears to be going up in the area where the second stage static fire test stand previously sat, which could point to more infrastructure work in that footprint.
A lot shifting around the AIC today.
@NASASpaceflight
Responsive launch needs responsive launch sites.
With Launch Complex 1, we built the world's first private orbital launch site giving us launch availability 24/7, 365. Launch Complex 2 was built in just 10 months to bring small launch and hypersonic test launch to the U.S. East Coast, and Launch Complex 3 right next door unlocks medium launch capability with Neutron.
Next up: Alaska, and Rocket Lab Launch Complex 4. New orbits, new azimuths, a new era in responsive space.
"It really came down to having good, fast support."
Hume AI builds the data and evaluation layer for emotionally intelligent voice AI. At RAISE Summit, we sat down with their CTO, Nathan Leung, to discuss why they chose IREN and what it's been like building with us.
Watch the full panel from @RaiseSummit : https://t.co/NRyIIcc4hp
$RKLB signed another three-launch Electron deal with iQPS marking their third multi-launch agreement in less than a year.
The latest booking brings iQPS to 18 total launches with the new missions beginning in late 2027.
Securing access to space for all-weather 24/7 Earth imaging 🌏📸
@QPS_Inc has signed for another 3x Electron launches to continue deploying their QPS constellation - their third multi-launch booking on Electron in less than a year.
More details: https://t.co/5QMgE2bWDw
8 years ago Will and I started accumulating powered land because we thought compute would eat the world. Some weeks the market agrees with us more than others.
What we know today: demand for our capacity exceeds everything we can build, 85% of our $4bn+ 2026 target is signed, and there are thousands of people on our sites right now pouring concrete and racking GPUs.
We've been through way worse than this. Back to it.