NextBigFuture.com

LIVESTREAM – After Predicting the SpaceX Q2 Earnings- What Happens in the Next 18 Critical Months

Brian Wang — Wed, 05 Aug 2026 18:57:35 +0000

I Predicted SpaceX Q2 Earning $100B ARR, 2+ GW 2026- NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or more versus a pure long-term $35–50B locked-rate case. Risks remain execution on power reliability/permitting, utilization, and any broader rate compression, but the combination ...

New Research: The Confidence Gap Between CISOs and Their Boards Is Real, and It’s Measurable

cybernewswire — Wed, 05 Aug 2026 13:15:07 +0000

Las Vegas, United States, 5th August 2026, CyberNewswire

Uppsala Security Becomes First Blockchain Intelligence Company to Join Cyber Threat Alliance

cybernewswire — Wed, 05 Aug 2026 12:00:07 +0000

SIngapore, Singapore, 5th August 2026, CyberNewswire

SpaceX $100B ARR Yearend 2026 Guidance Over My $96 Billion ARR Bull Case

Brian Wang — Wed, 05 Aug 2026 04:50:00 +0000

SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new ...

SpaceX Q2 Results

Brian Wang — Tue, 04 Aug 2026 20:08:20 +0000

SapceX Q2 financials had $7.8 Billion of revenue and positive EBITDA. I had projected that they could have gotten as high as $8.6 billion but it was $7.8 billion. It was $1 billion over most analysts. The shares were positive but have dropped as the financial results are digested. This is likely a reaction to ...

SpaceX Partners with Starmind AI1 Satellites for Rubin GPUs

Brian Wang — Tue, 04 Aug 2026 20:04:37 +0000

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and ...

Airlock Digital Unveils Agentic AI Control & Governance to Extend Preventative Endpoint Security

cybernewswire — Tue, 04 Aug 2026 16:30:07 +0000

Atlanta, GA, 4th August 2026, CyberNewswire

Mallory Unifies Threat Intelligence, Exposure Context, and Response Into One Architecture for Security Teams

cybernewswire — Tue, 04 Aug 2026 15:15:07 +0000

Las Vegas, United States, 4th August 2026, CyberNewswire

2026 Cybersecurity Excellence Awards: Community Choice Winners Selected Through 80,000 Votes

cybernewswire — Tue, 04 Aug 2026 12:00:30 +0000

Las Vegas, Nevada, 4th August 2026, CyberNewswire

SpaceX AI Catalysts

Brian Wang — Tue, 04 Aug 2026 07:48:24 +0000

Here are my SpaceX AI related events / Milestones and Catalysts. I think the key milestones for major revenue impact other than Starship proving full reusability and deploying V3 satellites are the AI achievements. I think the AI monetization is more impactful in 2026 and 2027. If Cursor Composer and Grok 5.X are the top ...

The AI 2027 Super AI Takeoff Scenario is Tracking to 2028-2032

Brian Wang — Sun, 02 Aug 2026 19:12:11 +0000

The AI2027 superAI scenarios are tracking a bit slower but we are still heading quickly to SuperAI. Risk milestones are arriving ahead of the capability milestones that were supposed to produce them. There is a AI2027 tracking website and they observed capability predictions were running a bit behind but the SWE Verified benchmark caught up. ...