Ed Ludlow

What does that signal for the tech sector?

What do our audience need to understand about that?

that would suggest that we are still zeroed in on the capital expenditures numbers that will come from the hyperscalers and others, and that that will be the yardstick by which we judge continued growth, right, for the balance of this year?

And how important a data set is that going to be for you this year, Ankur?

Uncle Crawford of Alder, great to have you back on the program.

Thank you very much.

Now coming up, time to launch SpaceX meets XAI.

Why AI may be key for the company's next launch.

Bloomberg Intelligence just initiated coverage and we have it next.

This is Bloomberg Tech.

Mandeep, the combination, you know, long term, it's about compute in space, right?

Satellite space, form factor, data center of XAI.

In your research, you're continuing to look at what we reported as being a potential tie up between Tesla, XAI and SpaceX.

Give me your thesis.

This is a big moment where Bloomberg Intelligence is initiating coverage, deep research of a big private entity that we think will go public, right, George?

The data in the deck is so valuable.

You're tracking the size of the Star Lake constellation.

You're tracking launch cadence and then our forecasted financials.

Which of those are going to be most important now that SpaceX is hard pivoted to the moon from Mars?

George, very quick.