SpaceX’s new plan to deploy 1GW of AI1 orbital data center satellites by end-2027 (annualized) has drawn big interest from Taiwan AI server suppliers Foxconn, Quanta, Wistron and optical communications suppliers LandMark, Elite Advanced Laser, media report, adding AI1 satellites are seen to be about 1 AI server rack each, and assuming they are based on Nvidia GB300, each rack would consume 135kW, so potentially 7,400 AI server racks annualized – robust orders for supply chain partners. Related optical communications component orders are expected to go to Lumentum and Coherent, benefiting InP wafer supplier LandMark and Coherent’s laser packaging partner Elite Advanced Laser. $SpaceX(SPCX.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US) #AI1satellite

Source: Dan Nystedt