BREAKING: British Airways has completed its @Starlink rollout across all Airbus A350s in just over a month. Full rollout across its entire fleet of 300+ aircraft is targeted for March 2028.

Jensen Huang says what people thought was a four-year life for NVIDIA GPUs “really is probably eight to maybe more,” and that underwriting NVIDIA compute carries the lowest risk of any asset out there HUANG: “Well, this is one of our advantages because NVIDIA’s computing systems are so universally used. And the performance is so good that it’s productive for so long. And because we’re software programmable and we keep enhancing the software throughout the entire life of the asset, we keep refreshing it so that it’s productive for a very long time." "And so people are discovering that what people thought used to be a four-year lifecycle really is probably eight to maybe more. And irrespective of the clients, the customers that use the compute, they’re always companies that can use the compute. And so there’s just so many off-takers. So it’s productive, it’s fungible, and it’s durable." "Now, when that happens, you might be able to underwrite a loan against the asset itself. Today, most computers don’t have value, have very little residual value. But people are now recognizing NVIDIA’s compute has a great deal of residual value. And so you might be able to use that and backstop the debt itself.” BOSA: “Are some of the financial instruments and derivatives around the AI space, does anything about that worry you?” HUANG: “Well, I think that one of the pillars for this growth, because we’re talking about infrastructure build-out, the capital market will have to think about how to support it. And a little bit different capital instruments." "But I think the real advantage that we have is because of the durability, because of the productivity and fungibility of our computing system, the risk involved in underwriting NVIDIA’s asset in our NVIDIA computing is the lowest of any asset out there. And so I think this is an area that’s going to really play into our advantage.”

Rant time Honestly, my biggest lesson from buying SpaceX and being pretty much all in ever since is how fucking long the market can take to figure out what you already know. Right now it still doesn’t fucking know. When I understood Starship wasn’t a science project , that it turns orbit from a government program into infrastructure …….. I felt that same panic: holy shit I need as much of this as I can get before I get priced out. Then weeks turn into months turn into years. Pads explode. Heat shields strip. Boosters punch holes in the Gulf. IPO. Unlocks. “Overvalued.” Confirmation on confirmation on fucking confirmation. NASA crew. HLS. Starlink in war zones, on airliners, in the middle of the ocean. Direct-to-cell. A tower catching a 70-meter booster out of the sky. Colossus renting gigawatts to Anthropic and Google. Grok. X. TeraFab. Now the first real orbital Starship flight with V3 birds Falcon can’t even lift. So much information on the table and still almost nobody outside the echochamber is pricing what this actually is. Analysts still think SpaceX is a rocket company with a wifi side quest. At this price you are paying for Starlink plus a slice of terrestrial compute. Grok as a frontier model is free. X is free. TeraFab is free. Orbital compute is free. Anthropic can wave a $2T IPO while leasing someone else’s GPUs. OpenAI can project a few hundred billion of negative cash flow and still get treated like the whole category. Neoclouds have racks and no brain. SpaceX has the model, the compute, the network, and the only launch system that can take the whole stack off the planet , and the tape still prices launch plus Starlink at basically zero. All these Twitter charlatans called SpaceGuru and LaunchBoy. SLS priests. “If it’s useful NASA will just add it to the existing stack.” Chatbot maximalists arguing whose toy is funnier this week without asking the only question that matters: why does your pretty model matter if you don’t own the power, the network, or the rocket that lets you keep scaling when Earth runs out of substations. NONE OF THEM GET IT. The point was never the rocket. The point was making space cheap enough that people who are not aerospace engineers can use it , then owning the stack those people actually hit. Energy. Compute. Connectivity. Intelligence. Demand for AI is infinite. Agents are going to torch bandwidth. You do not need to know which lab wins the chatbot war. You need the company that builds the infra under all of them and still has a real shot at winning the lab itself. After Falcon flying like a city bus, after Dragon flying humans for years, after Starlink already lighting up half the planet, after xAI sitting inside the same ticker, it still took Starship going around the Earth with real payload , and a $2T Anthropic headline, before the new midwit class bothered to do five minutes of due diligence. $150 is the price you get before the rest of the market is forced to admit it. That is the whole point of being early. If this were already obvious, you would not be able to buy it here. Next time something like this shows up, if it ever fucking shows up again at this scale and with this upside, which is by no means guaranteed, I am going to remember the distinct lesson that just because something is obvious to you does not mean it is in any way obvious to the heaving masses of absolute fucking dumbos throwing their money away in this market. $SPCX

*SPACEX-TESLA DEAL INTENDED TO CLOSE BEFORE END OF TRUMP'S TERM