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CoreWeaveは、今回の株価急落によって突然財務リスクが高まった企業ではない。もともとS&PからB+という投機的（ジャンク）格付けで評価されている。人気が高い時期、例えば2026年4月でも年利9.75%、6月にも9.625%という高金利でドル建て社債を発行している。つまり、もともと高い資金調達コストを伴いながら、巨額のAI設備投資を進めてきた企業だ。IRENについてはS&PやMoody'sによる公開発行体格付けすらない。確かに金利が上昇すると、調達コスト懸念が全般的に出るが、こういう企業は、もともと信用コストが高い。こういう企業と、エヌビディアやハイパースケーラーを同じように捉えるのは、どうかと思うぜよ。
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$PL: Planet is moving beyond satellite imagery into real time decision making.
Planet has been selected by ESA to build Slovenia’s Space Resilience Node, connecting satellite change detection directly to automated high-resolution imaging requests.
The goal is to detect wildfires and other hazards, task satellites automatically, and get actionable imagery to emergency responders within hours.
News: $PL subsidiary Sinergise Solutions Selected by @ESA to Build Slovenia’s Space Resilience Node
investors.planet.com/news/ne…
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【会員限定】SEALSQのVaultIC408がFIPS 140-3 Level 3を取得、耐量子ハードウェアの政府調達に照準
セキュアチップを手がけるSEALSQ（ナスダック上場、ティッカーLAES）は9月24日…
nasnavi-news.com/s/Mj3ieq
#米国株 #LAES #セキュアチップ
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株式会社JPX総研より公表された「TOPIX初回定期入替における選定結果」において、QDレーザ株式（証券コード：6613）がTOPIX（東証株価指数）の構成銘柄として新規採用されることとなりましたので、お知らせいたします。今回の定期入替は2026年10月30日に実施される予定です。qdlaser.com/ir/
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🛰️ It started with one.
In 2013, Dove 2 became our first satellite to reach orbit.
Then came Flock-1: 28 Doves launched from the International Space Station in 2014.
And now? We just launched 20 satellites on a single mission: including Tanager-2, 18 SuperDoves and the first demo mission for @Google's Project Suncatcher.
13 years of launches. 718 satellites. And a whole lot of evolution in between. Our own rocket revolution. Happy World Space Week.
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当社とスマートグラス関連の共同開発を進めているTDK株式会社より、スマートグラス用ディスプレイ向けの新技術「メタオプティクスミラー」が発表されました。
本技術は網膜直接描画方式スマートグラスの眼鏡レンズへの埋め込みが可能な薄型・平坦なミラーを実現するものです。qdlaser.com/news/4750/
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Up, up, and away. 🚀
Today, in partnership with @planet, we launched a prototype satellite carrying four TPUs into orbit on @SpaceX's Transporter-18 rideshare mission. This launch is the first step of Project Suncatcher, our long-term research moonshot to see whether we can one day host scalable machine learning infrastructure in space.
Over the coming weeks, we'll gather in-orbit data on how our TPUs handle the physical stress, radiation, and thermal extremes of space. Whatever we learn, we'll use it to refine our future designs.
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20 satellites, 1 launch, and we’re officially in orbit. 🌎
On @SpaceX’s Transporter-18 today was a prototype for @Google’s Project Suncatcher, Tanager-2, our second hyperspectral satellite with @carbonmapper, and 18 SuperDoves to power daily Earth insights.
The story behind the launch below.
investors.planet.com/news/ne…
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Mission success! All 20 payloads were successfully launched.
We’ve already made contact with @Google’s Project Suncatcher, Tanager-2 & two SuperDoves – and all are healthy! The remaining SuperDoves await deployment thru D-Orbit (as expected)! 🛰️🛰️🛰️🛰️
Thanks to @Google and @carbonmapper for teaming together, and to @SpaceX for the ride up!
With this mission, we’ve now launched 718 satellites on 43 rockets. This was the first time we’ve had three different satellite types flying together! + we have another launch in a few weeks from Cape Canaveral. 🚀 investors.planet.com/news/ne…
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조만간 안경점이랑 라식 병원 싹 다 망한다는 신기술
미국에서 각막 안 깎고 1분 만에 시력 1.5 만드는 기술 나옴
원하는 도수 맞춘 백금 렌즈 눈에 얹고
전류 살짝 흘려주면 각막이 렌즈 모양대로 형태 바뀜
렌즈 떼면 1분 만에 교정 끝남
라식 라섹처럼 뼈 깎는 고통이나 각막 깎는 리스크도 없고
부작용 거의 없는데 가격까지 훨씬 싸다고 함
유지 기간은 임상 결과 더 봐야 아는데
최악의 경우 1 2년마다 시력 풀릴 수도 있음
이러면 넷플릭스 구독하듯이 정기적으로 눈 지지러 가야 됨
이거 제대로 상용화 풀리면 안경잽이들 싹 다 멸종각
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5th Pelican of the year!
Pelican-12 has arrived in Cape Canaveral and will be onboard the @SpaceX Bandwagon-5 mission in a few weeks. Less than 3 months after Pelican-11 flew in July, it’s equipped with @nvidia's Jetson AI platform for on-orbit edge compute is designed to enable sat-to-sat comms. 🛰️🛰️🛰️🛰️🛰️
This is the first time we’ve had satellites ready to launch on both coasts at the same time – with Tanager-2, @Google's Suncatcher mission, & 18 SuperDoves are all scheduled to launch from California on Oct 1st! investors.planet.com/news/ne…
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Google will launch an experimental AI satellite on Oct. 1 as part of Project Suncatcher, its effort to eventually build AI data centers in space.
The satellite will carry 4 $GOOGL TPUs and enough compute to answer simple Gemini queries from orbit while testing whether AI chips can reliably operate in space.
Google plans two more satellite launches in 2027 and is already designing potential fleets of 80+ satellites that could work together as an orbital AI data center.
Google estimates space-based data centers could become cost-competitive with terrestrial facilities by the mid-2030s.
Source: NYT
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We’re taking AI to space with @Google. 🛰️
Project Suncatcher explores putting AI compute in orbit, powered by the sun. Soon, we’ll be sending our first satellite into space to start testing that idea. It’s a new approach to AI infrastructure.
Check out a behind-the-scenes look with the Planet team and our Chief Space Officer, James Mason, featured in @nytimes: nytimes.com/2026/09/24/techn…
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在四维空间里俯视三维宇宙，你的宇宙就像一个巨大的全息投影砖块一样，过去、现在、未来，所有的时刻都同时固定并存在着。四维世界的生物想看哪一帧就看哪一帧
三位世界里的人类的大脑受限于生物记忆和熵增定律，只能按顺序体验事件，从而觉得时间在流动。实际上没有时间，过去、现在、未来，它们只是这个四维全息投影大砖块不同坐标位置展示出的一帧画面
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At the @theallinpod Summit this week, our CEO @CaptainKeel told the room @keelinfra_ is "going All-In on HPC, AI, Pennsylvania." Demand for compute is accelerating, and we're building the foundation it runs on.
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🛰️ We’ve been awarded a Satellite Services tender by the German Federal Ministry of the Interior (BMI).
This milestone award marks Germany as the first civil government globally to acquire Planet’s dedicated Constellation Services. Full release ➡️ investors.planet.com/news/ne…
