· 个股论点
谷歌($GOOGL) CEO 近日发布：Project Suncatcher 项目，计划于 2027 年在太空建立数据中心。下一代张量处理单元(TPU)将运行在太阳能卫星星座上，以扩展机器学习(ML)流程。最大的受益者是谁？Planet Labs ($PL) 以及衍生的 $RKLB 和 SpaceX。Planet Labs 是一家鲜为人知的小市值($35亿)太空公司，凭借此交易拥有巨大上行空间。Planet Labs 将为谷歌部署两颗原型卫星，目标是在 2027 年初发射。$PL 使用的发射服务商是 $RKLB（分别于 2018 年 1 月和 2020 年 10 月）和 SpaceX。其中一家（Rocket Lab）让人想起我最高确信度的多头持仓。对于 $PL 而言，收入可能在 1000 万至 4000 万美元的小范围内。但如果原型机顺利，完整的星座将带来 2.5 亿至 10 亿美元以上（且规模效应下更多）的收入。你搭上 $GOOGL 供应商列车了吗？
Google ( $GOOGL ) CEO recently unveiled: Project Suncatcher, a project to create datacenters in space in 2027. Next generation TPUs will run on solar-powered satellite constellations to scale ML flows. The biggest beneficiary? Planet Labs ( $PL ) and by derivative $RKLB and SpaceX. Planet Labs, a lesser known, small cap $3.5B space company, has huge upside with this deal. Planet labs will deploy two prototype satellites for Google, targeting a launch by early 2027. The launch providers that $PL uses are $RKLB (January 2018 and October 2020) and SpaceX. One of which (Rocketlab) reminds one of my highest conviction longs. For $PL revenue is likely in the small $10-$40M range. But a full constellation would bring in $250 million to $1 billion+ (and more at scale) if the prototype goes well. Are you riding the $GOOGL supplier train?