According to Sawyer Merritt on Twitter, Elon Musk attributed SpaceX’s new $800 billion valuation to significant advancements in Starship and Starlink projects, along with the acquisition of global direct-to-cell spectrum, which vastly expands the company’s addressable market (Source: Sawyer Merritt, Dec 6, 2025). For AI industry stakeholders, this signals an immense opportunity for AI-powered services, as direct-to-cell connectivity can enable large-scale deployment of edge AI applications, IoT management, and real-time data analytics. The integration of AI-driven network optimization and automation within SpaceX’s infrastructure could further accelerate the commercialization and scalability of global AI solutions, especially in underserved regions.