AI Story Continued
1
$Amazon.com(AMZN)$ announced a multibillion-dollar deal with $Corning(GLW)$ to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout.
The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling
2
$Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere.
Rocket Lab is already far more embedded in the space economy than most people realize.
3
Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of $Tesla Motors(TSLA)$ Giga Texas factory.
The facility is designed to produce 1TW of output annually which is roughly 2x current U.S. power consumption.
$Space Exploration Technologies Corp(SPCX)$ unveiled AI1 which is its first AI compute satellite featuring a 150kW payload and deployable liquid cooling.
Elon Musk says AI1 repurposes proven Starlink V3 power, cooling and laser-link technology into an orbiting AI compute platform.
4
$Kratos Defense & Security Solutions(KTOS)$ gives me exposure to higher-end drone layer including tactical jet drones, propulsion & broader defense programs like Valkyrie.
The under-appreciated piece may be its engine business with management saying Turbine Technologies is “ripping” as Kratos gets pulled into more missile, drone & space programs.
5
$APPLIED DIGITAL CORP(APLD)$ signed a 15-year AI data center lease with a U.S. hyperscaler for 210MW at Delta Forge 2 adding ~$5.2B of contracted revenue.
Applied Digital now has ~$36B contracted across five AI Factory campuses with 1.4GW of contracted IT load and 2.15GW of utility power.
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