(By Mike – been through tech booms since dot-com, AI's the latest monster)
December 28, 2025. Year's winding down, markets quiet for holidays, but tech names still making noise. Dell dropped Q3 numbers last month that lit a fire: $12.3 billion in AI-optimized server orders for the quarter, bringing year-to-date to $30 billion. Raised full-year shipment guidance to $25 billion from $20 billion earlier. Infrastructure Services Group revenue jumping double-digits on demand.
Nvidia's the fuel – Blackwell chips flying out, partnerships deepening with Dell on full "AI factories" (racks, networking, software stack). Stocks reacted: DELL up sharp post-earnings, NVDA tagging along on ecosystem wins.
We've seen this playbook. AI training/inference needs mountains of compute – enterprises, cloud providers building out. Dell's positioning as turnkey provider paying off big.
Politics in mix: CHIPS Act money flowing domestic, tariffs pushing onshoring. Energy debates too – these centers guzzle power.
But while everyone's eyes on terrestrial buildout, Jeff Brown's looking up...
(By Jenna – fascinated by how connectivity unlocks new tech eras)
Starlink's come far fast. Thousands of satellites in LEO, delivering broadband to remote spots, ships, planes, disaster zones. Hit profitability this year, subscribers millions, enterprise deals stacking (aviation, maritime, military).
AI angle intriguing: Next models need diverse, real-time data – sensors in oceans, farms, wilderness, developing regions. Ground fiber/cellular gaps massive. Starlink closes them.
Low latency improving with laser links, direct-to-cell coming. Potential for edge AI – processing closer to source, or hybrid cloud-space setups.
Brown's pitching it as backbone for distributed AI infra. Orbital data relay, perhaps processing someday. SpaceX valuation soaring, Starlink big chunk.
We've watched connectivity revolutions birth winners – undersea cables for internet, 5G for mobile everything. Mega-constellations could do same for AI scale.
Quick hits:
DELL: AI server backlog exploding, guidance raises signal strong 2026.
NVDA: Ecosystem king, demand endless.
No public pure Starlink yet (SpaceX private), but watchers track related like ASTS (cellular partnerships), satellite component plays.
Ground hardware hot now, space infra brewing.
(By Mike – hype vs execution)
Dell/Nvidia delivering today – orders, revenue, profits backing run-up. Enterprise AI adoption real, not vapor.
Space side longer horizon – Starlink scaling impressive, but AI applications emerging. Orbital debris regs, competition (Kuiper, OneWeb), launch costs.
Brown's track record spotting shifts (called Nvidia early), but teasers often pre-IPO or indirect plays.
Risk: Overhype space before maturity, like early dot-com.
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(By Jenna – wider view)
AI everywhere demands data everywhere. Ground centers hit power/grid limits in spots – space complements with global reach.
Starlink proving viability: profitable, strategic importance growing.
Overlooked angles often best early – connectivity enablers behind compute stars.
Patterns repeat: Spot infrastructure before apps explode.
Bottom Line
Dell/Nvidia riding proven AI server boom – earnings prove it. But Starlink's profitable satellite network positions space as potential next AI enabler, with overlooked opportunities emerging. Balance near-term winners with longer infra bets heading into 2026.
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