Seminar: 'The Full Picture of SpaceX's Space AI Infrastructure' (Speaker: Daisuke Imaizumi)

The New Social System Institute will hold a seminar titled 'The Full Picture of SpaceX's Space AI Infrastructure' on July 10, 2026, featuring Daisuke Imaizumi, Representative Director of Infracommons Inc.

[Vertical Integration Strategy of Starlink, Starship, and Terafab] Decoding SpaceX's Space AI Infrastructure Vision: Examining Opportunities for Japanese Companies Through Financial Data and Technical Architecture.

This seminar will decode the vertical integration of SpaceX's three core businesses—semiconductor manufacturing (Terafab), satellite communication (Starlink), and space transportation (Starship)—and its vision for an in-orbit AI data center. Particularly based on the 2025 SPCX prospectus, it will analyze the balance between Starlink's high-profit structure and the massive R&D investments in Starship from a financial perspective.

Furthermore, regarding technical architecture, it will explain the efficiency of an in-orbit data center utilizing the space-dedicated edge inference processor 'D3' and the unique energy environment of space. It will discuss how Japanese companies can find entry opportunities in areas such as Intel 14A node manufacturing equipment, mask inspection, testers ensuring zero failure rates, and packaging technologies.

Participation is available via live Zoom webinar, with a two-week archive stream also provided.