Space Exploration Technologies (NasdaqGS:SPCX) completed Starship Flight 14 to low Earth orbit, deploying a batch of Starlink satellites. The business is in advanced talks with TSMC on an exclusive manufacturing arrangement for custom AI-focused semiconductor chips. Starlink signed a new Direct to Cell partnership with Beeline Kazakhstan to extend satellite connectivity to standard mobile phones. Starship Flight 14, the TSMC chip discussions and the Beeline Direct to Cell deal only show part of the SpaceX story. We have also flagged 2 warning signs (1 major) for Space Exploration Technologies. These moves sit within a broader buildout of space and AI infrastructure, which puts a fresh spotlight on 91 AI infrastructure stocks.
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