Susana SchwartzTable of Contents
Musk predicts 'hundreds-of-billions' in Starlink 'connectivity' revenue
Connectivity is foundational for AI Infrastructure, and massive, low-latency data pipelines are going to be essential for carrying continuous data streams from edge devices worldwide. Satellite S-band and terrestrial 800MHz frequencies will solve the indoor-penetration and global-reach bottleneck, while smaller radios at homes and businesses will create a dense network for edge AI processing.
Elon Musk on his earnings call this week talked about the “clear path” to what he deemed to be “several-hundred-billion-dollars” in connectivity revenue, which James Blackman details in his article, “SpaceX eyes ‘hundreds-of-billions’ of Starlink revenue, as AI see-saws on ROI.”
SpaceX’s SI business has already generated $7.56 billion in Q3 revenue, with $16.4 billion in AI Capex. Reportedly, Musk’s goal is “$500 billion to $1trillion” of annual recurring revenue by the end of 2027.
Musk has said we can “Expect a fuller explanation, and a proper timeline in due course.”
Check out the full story, below in “Top Stories.”
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
SpaceX Q3 earnings call: SpaceX CEO Elon Musk plans to combine satellite spectrum with low-band frequencies and smaller terrestrial radios as a “clear path” to “several hundred billion dollars” of connectivity revenue.
Microsoft Azure Maia 300: Microsoft plans a multi-GW inference rollout of its 3rd-gen AI accelerator, Maia 300, which packs 288GB of HBM4 at 18 TB/s across a chiplet layout. It will be the primary system for Microsoft products and services.
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Meta $825 billion plans: Meta Platforms Inc. revealed in an SEC filing that it plans to spend about $825 billion in the future on various leases and contracts for computing power and AI infrastructure, alongside a proposed 2-for-1 stock split.
Nvidia AI factory ‘observability’ launch: The new Minerva AIOps platform focuses on AI factory yield, a measure of the useful work infrastructure produces through GPU hours, goodput, cluster uptime and token production.
Google ‘virtual power plant’: The NYT reported that Google and Voltus will establish a 1,070-MW virtual power plant across the PJM Mid-Atlantic grid. Google will indirectly pay local homes and businesses for peak-hr electricity.
TX moratorium controversy: Texas Governor Abbott is facing scrutiny after watchdog groups say state environmental regulators advanced and issued at least 16 permits for DC projects despite his announced moratorium.
Equinix EPIC Labs: Equinix launched the Enhanced Performance Innovation Centers across London, Paris, Frankfurt, Osaka, and Sydney – live, production-ready labs in which companies can run and test liquid-cooled GPU/CPU workloads.
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