$ASTS $SPCX: “Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations.”
@SpaceX will become their own carrier, starting within the US.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
🚀
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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👀
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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"The only way we all get rich is through ai and robots" - @roydendsouza
"If you can't reduce the numerator you need to increase the denominator the debt to gdp ratio" - @nextbigfuture
If you want super high universal income, you have to let them build it.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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This is a very important discussion, a must listen!
Everything is developing very rapidly.
It looks likely that SpaceX will put double the amount of satellites into space (capability wise) than currently exists) in 2027.
The growth after that will increase rapidly.
We are looking at the first major AI carrier and AI is going to have almost all of the traffic.
Remarkable stuff is happening very rapidly. The world has no idea what’s coming.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
15
its not a matter of if it goes parabolic, but when.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
6
The next phone carrier won't sell you minutes. It'll sell you AI.
1️⃣ Elon says 1,000x more future traffic will be AI talking to AI
2️⃣ Today's cell towers are mostly dumb radios that just pass data along
3️⃣ SpaceX wants towers and Starlink satellites to run the AI, not just carry it
Phone carriers own the pipes.
SpaceX is building the brain.
$SPCX
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
47
Elon musk reposted my video about SpaceX turning Dumb radio cell tower into a smart edge inference like Akamai for AI. Elon had said 1000X more communication in the future will be AI to AI. Agents talking to Agents. This will require the network and starlink to be optimized for AI communication. And the bandwidth will need to scale wtih AI and AI compute.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
@elonmusk If at any time you need to install a cellular system, I can provide you with the tower I have at my house
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
9
Qualcomm $QCOM is putting 64x64 Massive MIMO radios on 2 GHz here. That gear usually runs at 3.5 GHz and up, and lower bands reach farther.
Still unsaid: whose towers. Tens of thousands of macro sites from 2027, and carriers usually rent from American Tower or Crown Castle.
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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SpaceX 联手 Qualcomm 建 AI 网络
Qualcomm CEO 称与 SpaceX 协议已敲定：SpaceX 建基站，Qualcomm 供硅与 RAN 加速器；
打造美国最大 5G 部署之一的 AI-native 地面网络，叠加 Starlink D2C。
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
The Future!
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
3
The Biggest Upside
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
3
🤯🤯
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
18
An interesting architecture is emerging.🤔
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
11
Im sure you know 5G causes psoriasis? Slight radiation poisonings, which is why it rarely happens outside of populated areas with closer towers. Will the implementation of AI in the towers be directing differential power sources to keep ppl safer?
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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興味深い考えだ。SpaceX が遠隔地をつなぎ、ユーザーに AI コンピューティングを近づけることができれば、通信分野を超えてはるかに多くのものを変える可能性がある。本当の疑問は、そのインフラを誰がコントロールするのかだ。
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
6
👀👀👀
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
4
Way bigger deal than we can imagine, and the fact that Starlink Mobile will cover 100% of the US surface area will give them a massive edge..
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
Please get rid of standard phone call protocol first. It is riddled with SPAM!
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
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