[Seminar] The Full Picture of SpaceX's Space AI Infrastructure
[Instructor]
Daisuke Imaizumi, President and CEO, Infra Commons Inc.
[Key Lecture Content]
SpaceX is currently vertically integrating three businesses: semiconductor manufacturing (Terafab), satellite communications (Starlink), and space transportation (Starship), while concretizing its plan to deploy AI data centers in orbit. According to the prospectus and financial statements of the Nasdaq-listed SPC "SPCX," disclosed in 2025, Starlink accounts for \$11.39 billion of the total revenue of \$18.67 billion, demonstrating a high-profit structure with an EBITDA margin of 63%. On the other hand, over \$3 billion is being invested annually in Starship development, indicating a continued large-scale reinvestment in space infrastructure. This seminar will analyze the realities of this financial structure and the technological architecture of the "orbital AI data center," specifically discussing the areas where Japanese companies have opportunities to enter.

| Date and time | Friday, Jul 10, 2026 10:00 AM ~ 12:00 PM |
|---|---|
| Entry fee | Charge |
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