Famed Venture Capital Fund Says this Stock is Like Buying Nvidia in 2023 - 24/7 Wall St.

Sequoia Capital partner Sean MacGuire compared newly public SpaceX to NVIDIA in 2023, suggesting the company is at a similar inflection point. Since its IPO on June 9, 2026, SpaceX has surged in value... Read original →

SpaceX’s IPO surge reflects a paradigm shift in AI infrastructure. If Starship achieves high-frequency reuse, low-Earth orbit will evolve from communication relay to distributed AI inference layer—bypassing terrestrial data center latency and power constraints. This pressures TSMC and ASML to accelerate radiation-hardened 3nm-and-below EUV processes, inflating aerospace semiconductor R&D costs. Regulatory risk looms larger than technical hurdles: FCC spectrum allocation for direct-to-cell and ITU orbital slot competition—especially amid U.S.-China tech decoupling—could derail timelines. Amazon’s Kuiper and Taiwan, China’s LEO ventures may rush commercialization, triggering price wars. The next 18 months hinge not on valuation but on Starship proving sub-$5M per launch; success would ignite an 'orbital Moore’s Law,' exponentially scaling compute density in space and redrawing the global AI infrastructure map.