Why the next AI boom is 300 miles up.
In partnership with Brownstone Research | Dell and Nvidia just rocketed higher after bullish AI news—but they may not be the only tech plays worth watching. | Jeff Brown believes a new frontier is forming just above our heads… | SpaceX's Starlink network isn't just profitable—it's enabling global data infrastructure that could fuel the next wave of AI systems. | In his latest research, Jeff outlines how this development may open an overlooked path for Americans who want to align with emerging tech before the headlines catch up. | Click here to see what's unfolding now | |
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| | Starlink Is Crossing an Invisible Line | Recent coverage in Axios and Reuters points to a quiet shift: Starlink is no longer treated as a consumer broadband experiment. It's being evaluated as redundant and complementary data infrastructure. | Continued weekly satellite launches and regulatory approvals signal execution at industrial cadence, not trial-and-error. When networks move from pilots to operational backbones, their economics — and strategic value — change quickly. | Why AI Economics Are Forcing the Issue | AI doesn't scale evenly. Training and inference run 24/7. Intermittency isn't acceptable. Latency isn't optional. | As compute supply expands and margins compress, the enabling layers — connectivity, uptime, reach — start to matter more. Capital tends to rotate toward whoever controls those layers, not whoever dominates headlines. | That's not a bet on rockets. It's a bet on plumbing. | | | | Capital Usually Notices Late | History is consistent here: infrastructure layers are recognized after adoption shows up in contracts, regulation, and earnings. By then, the easy positioning is gone. | The asymmetry exists earlier — when systems are already deployed, cash-flow positive, and being integrated quietly, but still discussed as side projects in the media. | Final Thought | Every technology boom eventually stops being about innovation and starts being about delivery. AI is approaching that transition. | As attention remains fixed on the most visible names, the systems that make AI usable at scale are becoming harder to ignore — and more central to how the next phase unfolds. | That's usually when the narrative changes. And when early positioning matters most. |
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| | Written by Deniss Slinkins
Global Financial Journal |
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