The same day Artemis II successfully launched for the moon, SpaceX sought its moonshot with a confidential IPO, Project Apex, to raise $50 billion and $75 billion for orbital data centers. Analysts estimate a post-IPO valuation for SpaceX could go as high as $1.5 trillion to $1.75 trillion.

This creates significant tension in how speed issues, particularly speed-to-power for data centers, gets reconciled and how the industry moves forward. Check out the interview here, and the article summarizing key points here.

It’s always interesting when direct competitors integrate at the architectural level, so it’s significant that Marvell is connecting to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion.