Space Times
Main Topics Launch * Aetherflux rebranded to Cowboy Space and raised a $275M series B while announcing their pivot into both Rocketry and the Orbital Data Center markets. [source [https://www.space.com/technology/cowboy-space-raises-usd275-million-to-launch-ai-data-centers-on-brand-new-rocket]] * SpaceX removed Transporter mission options past 2029, indicating a clear timeline and focus on the launch and success of Starship in that same timeframe. [source [https://air-cosmos.latribune.fr/article/espace/15834337779615/comme-si-un-dealer-fermait-son-point-de-vente-spacex-va-suspendre-son-programme-rideshare]] * Google rumored to be in talks with SpaceX to launch 81 data centers for Google’s Project Suncatcher while they partner with Planet Labs to develop and build their platform. [source [https://finance.yahoo.com/sectors/technology/articles/google-spacex-reportedly-talks-orbital-233108055.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAMY67ioDStbO6Ulm85nIehEtYP4quG2n4ubtH1_JeEhkLlaFtKaOTjBAosWZgj9KytxmBPtOZJ5i2EkB1izFodeR8nT1KqrinyrnlAxtiWjGlf8vzmpjoyCRFaObVLilJoRi5Cpc3OD3FZvjxnCdAwFiumTik0H8OwKCDBTpHRp4]] Infrastructure * Starcatcher closed a $65M Series A raise led by B Capital to build Space’s first power grid, deploying power from their solar cells to other orbital assets in need of alternative power solutions. [source [https://www.space.com/technology/star-catcher-just-raised-usd65-million-to-build-the-worlds-first-power-grid-in-space-with-lasers]] * The USSF awarded $4M to Trustpoint for their C-band PNT (Position, Navigation, and Timing) capability demo involving 4 satellites and 4 ground stations. [source [https://www.businesswire.com/news/home/20260512853671/en/TrustPoint-Secures-U.S.-Space-Force-TACFI-Contract-to-Demonstrate-End-to-End-GPS-Independent-PNT]] * Intuitive Machines agreed to purchase Goonhilly Earth Stations Ltd for $49.6M, intending to leverage the 44 ground station antennae for an extensive architecture of lunar communications. [source [https://investors.intuitivemachines.com/news-releases/news-release-details/intuitive-machines-acquire-goonhilly-earth-station-and-comsat]] * Northrop announced the release of their James Webb Telescope derived tracking sensor (the component that enables the JWST to accurately track imaging targets) for the lunar navigation market with miniaturized LR450. [source [https://spacedaily.com/sd-n-the-same-precision-sensor-that-kept-webb-locked-on-galaxies-13-billion-light-years-away-has-been-quietly-miniaturized-and-its-about-to-solve-the-navigation-problem-nobody-wanted-to-discuss-on-the/]] * Iridium announced the acquisition and take over of Aireon for $367M to expand their aviation safety business, growing revenues by ~$100M and EBITDA by ~$30M. [source [https://aireon.com/iridium-to-acquire-aireon-advancing-its-strategy-to-lead-the-future-of-aviation-safety/]] * AT&T, T-Mobile, and Verizon announced a Joint Venture focused on filling the gaps in global coverage while collaborating on their D2D strategies and implementation. [source [https://about.att.com/story/2026/new-joint-venture.html]] * Orbit2Orbit closed the first tranche of their $1.4M seed round led by Fusion Venture Labs. [source [https://www.linkedin.com/posts/orbit2orbit-has-officially-closed-the-first-share-7460632382048694273-CNh-/]] Spacecraft * Chinese Satellite manufacturer MinoSpace announced its intent to seek a $736M IPO. [source [https://spacenews.com/chinese-satellite-maker-minospace-seeks-736-million-in-ipo/]] * Applied Aerospace & Defense filed for IPO, expecting to raise $350M in the offering. [source [https://www.renaissancecapital.com/IPO-Center/News/118905/Aerospace-equipment-maker-Applied-Aerospace-and-Defense-files-for-an-estima]] * Creotech announced their plans for a $118M capital raise to build a sovereign satellite manufacturing facility by 2029 and to reach 40 satellite annual manufacturing capacity in that same time. [source [https://spacenews.com/creotech-plans-118-million-capital-raise-investment-in-new-satellite-factory/]] * York Space lost some of their Tranche 3 PWSA funding as short sellers cite the underperformance of prior satellite deliveries and the transition of contracts from the SDA to the SDN through some of the Pentagon’s restructuring and reorganization; York Space remains confident in the quality of their engineering projects and deliveries and acknowledges that the dissolution of the SDA represents a challenge. [source [https://www.investing.com/news/stock-market-news/york-space-systems-shares-plunge-over-as-short-seller-warns-pentagon-contract-loss-threatens-growth-93CH-4676955]] * SES/Intelsat & Eutelsat have both canceled GEO orders in rapid succession, as Eutelsat reallocates resources towards LEO assets, SES reallocates resources towards MEO, and both explore lifetime-extension missions for existing GEO assets. [source [https://spacedaily.com/sd-n-ses-just-quietly-killed-two-satellites-intelsat-already-paid-to-build-and-the-cancellation-says-more-about-the-death-of-geostationary-economics-than-any-earnings-call-ever-could/]] Business Moves * Anduril raised a $5B series H at a $61B valuation, led by Thrive Capital and Andreessen Horowitz, presumably to rapidly scale their space technology capabilities for future Golden Dome contract awards. [source [https://www.anduril.com/news/anduril-announces-usd5b-series-h-raise]] * SpaceX accelerated their IPO timeline, pulling the proposed liquidation date to June 12. [source [https://www.reuters.com/world/spacex-accelerates-ipo-timeline-targets-june-11-pricing-nasdaq-2026-05-15/]] Tech Advances * Varda announced a drug development partnership with United Therapeutics. [source [https://www.prnewswire.com/news-releases/varda-space-industries-and-united-therapeutics-collaborate-to-advance-microgravity-enabled-treatments-for-rare-pulmonary-disease-302770786.html]] * Casimir came out of stealth, raising $12M for quantum vacuum semiconductor that fcan gnerate . [source [https://thequantuminsider.com/2026/05/12/casimir-launches-with-12-million-oversubscribed-seed-round-to-bring-quantum-energy-chip-to-market/]] Get full access to Space Times at spacetimespod.substack.com/subscribe [https://spacetimespod.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]
37 episodios
Comentarios
0Sé la primera persona en comentar
¡Regístrate ahora y únete a la comunidad de Space Times!