SPCX remains near the bottom of its S-curve, according to Shay Boloor, as it combines low-cost orbit access, the largest satellite broadband network and a growi

SPCX remains near the bottom of its S-curve, according to Shay Boloor, as it combines low-cost orbit access, the largest satellite broadband network and a growing AI compute platform. He said AI has hit an inflection point, with capacity up from 400MW a year ago.