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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.