Brian Wang SpaceX is reportedly buying back investor and employee shares at an $800B valuation. This is double from the $400B valuation just 5 months ago. The key successes are rapid progress toward full Starship reusability and fast growing Starlink revenue and profits. SpaceX acquired massive mid-band spectrum (8-lane highway vs T-Mobile’s 2-lane) → Direct-to-Cell is now live and will scale fast. Space-based AI data centers are now seen as the inevitable industry and the solution to the global power crunch. 2000 GW+ is needed by 2040. The world only has about the equivalent of 3400 GW and the US has 460 GW and China has 1100 GW. Those are adjusted 100% on power plants. It is not just SpaceX Google published a 19-page SunCatcher paper which revealed work they did to prove modern AI chips and memory and servers can survive space radiation with manageable error rates for AI inference in orbit. SpaceX will be the only company that can launch payload at ~1/100th today’s cost once Starship is online → total monopoly on delivering orbital compute + power. In 2030-2033 there will be millions of AI-optimized satellites, space solar factories producing 100+ GW/year. Starlink alone was already on path to be the most valuable company ever. Adding orbital AI inference + power makes it effectively infinite. SpaceX IPO now being discussed seriously for late 2026, possibly at $1–2T+. There are Tesla tie-ins, AI5 chip taped out, Optimus gets it summer 2026. Tesla building multiple internal fabs + likely massive space-solar gigafactories. xAI’s Grok 4.2 just crushed an AI stock-trading competition (up 10-40% in 2 weeks in 4 different parallel tests. Other AIs lost money or made a lot less. Brian Wang Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology. Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels. A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements. Categories