Space, Satellite & Telecommunications

Launch and satellite constellations, direct-to-device connectivity, space-industry companies and IPOs, telecom networks, fiber, 5G/6G and connectivity infrastructure.

AI Networking's Tectonic Shift: Why Open Ethernet May Decide the Future of AI Infrastructure

The speed cycle from 400G to 1.6T is forcing a fundamental choice between vertical integration and multi-vendor fabrics.

By KAPUALabs

/ 14 Aug 2026

Assessing the SpaceX-NVIDIA Orbital Compute Opportunity

A deep dive into the technical, operational, and commercial hurdles that will determine whether Starmind creates durable demand for NVIDIA.

By KAPUALabs

/ 13 Aug 2026