TECHDESK DAILY — Pre-Market Edition · Wednesday, August 5, 2026

Pre-market: prices are the Tuesday August 4 close plus any pre-market quotes. · 91 stories reviewed

Top Stories

SpaceX Doubles Revenue on Anthropic and Google Compute Deals, Starlink Growth CONSENSUS

SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June, as reported by TechCrunch, Reuters Technology, DigiTimes, and DigiTimes. Desk take: The PM should note the significant revenue growth of SpaceX, driven by its deals with Anthropic and Google, as well as the expansion of its Starlink service.

New HBF Spec Outlines Tech that can Give GPUs Terabytes of Extra Memory CONSENSUS

Sandisk and SK hynix have unveiled a new specification for High Bandwidth Flash (HBF), a next-generation storage technology that can provide GPUs with terabytes of extra memory, as reported by Tom's Hardware, HPCwire, Reuters Technology, and HPCwire. Desk take: The PM should be aware of the new HBF specification and its potential to enhance GPU performance with extra memory.

Rocket Lab Outlines Commercial Innovation Strategy to Challenge SpaceX Market Dominance UNDER-COVERED

Rocket Lab has outlined its commercial innovation strategy to challenge SpaceX's market dominance, as reported by SatNews and SpaceNews. Desk take: The PM should note Rocket Lab's efforts to challenge SpaceX's dominance in the space industry through its commercial innovation strategy.

SpaceX’s New Starfall Program Offers Validation and Competition for Reentry Startups ▲ LOW DISSEMINATION

SpaceX has launched a new program called Starfall, which offers validation and competition for reentry startups, as reported by SpaceNews. Desk take: The PM should be aware of SpaceX's new Starfall program and its potential to support reentry startups.

SpaceX's AI Spending Unnerves Wall Street despite Promises of Quick Payoff ▲ LOW DISSEMINATION

SpaceX's AI spending has unnerved Wall Street despite promises of a quick payoff, as reported by CNBC Technology. Desk take: The PM should note the concerns surrounding SpaceX's AI spending and its potential impact on the company's financial performance.

Under the Radar

• UNDER-COVERED — Kreios Space to Demo Air-breathing Electric Propulsion in VLEO With NanoAvionics: Kreios Space is set to demonstrate an air-breathing electric propulsion system in Very Low Earth Orbit (VLEO), as reported by Via Satellite, SatNews, and Payload Space. Desk take: The PM should be aware of Kreios Space's innovative propulsion system and its potential applications in the space industry.
• ▲ LOW DISSEMINATION — AMD "\ub0b4\ub144 \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38 \ub9e4\ucd9c \ub450 \ubc30"\u2026 \uc11c\ubc84 CPU\ub294 \uacf5\uae09\ub09c \uc5ec\uc804: AMD has announced its plans to increase its CPU production, as reported by The Elec (Korean feed) and The Elec (Korean feed). Desk take: The PM should note AMD's plans to increase its CPU production and its potential impact on the semiconductor industry.
• ▲ LOW DISSEMINATION — OCUDU Ecosystem Foundation welcomes Intel as a premier member: The OCUDU Ecosystem Foundation has welcomed Intel as a premier member, as reported by Light Reading. Desk take: The PM should be aware of Intel's involvement in the OCUDU Ecosystem Foundation and its potential implications for the tech industry.
• ▲ LOW DISSEMINATION — \uc0bc\uc131\uc804\uc790, \uc131\ub2a5 8\ubc30 \ud5a5\uc0c1 zHBM \ubaa9\uc5c5 \uacf5\uac1c...\"AI \uac00\uc18d\uae30 \uc704\uc5d0 \uc801\uce35\": A company has announced its plans to develop zHBM technology, as reported by The Elec (Korean feed). Desk take: The PM should note the development of zHBM technology and its potential applications in the AI industry.
• ▲ LOW DISSEMINATION — Think tank warns Europe’s orbital compute gap is widening: A think tank has warned that Europe's orbital compute gap is widening, as reported by SpaceNews. Desk take: The PM should be aware of the concerns surrounding Europe's orbital compute gap and its potential implications for the space industry.
• ▲ LOW DISSEMINATION — AI Data Centers Look Beyond Just GPUs: AI data centers are looking beyond just GPUs, as reported by Semiconductor Engineering. Desk take: The PM should note the shift in AI data centers towards more diverse processing elements.
• ▲ LOW DISSEMINATION — Velox, I/ONX HPC to deploy 7,000 FuriosaAI RNGD accelerators at Swedish data center: Velox and I/ONX HPC are set to deploy 7,000 FuriosaAI RNGD accelerators at a Swedish data center, as reported by Data Center Dynamics. Desk take: The PM should be aware of the large-scale deployment of FuriosaAI RNGD accelerators and its potential implications for the data center industry.
• ▲ LOW DISSEMINATION — \ub9c8\uc774\ud06c\ub85c\uce69, \ub9c8\uc774\ud06c\ub860\uacfc PCIe 6.0 \uc2a4\ud1a0\ub9ac\uc9c0 \ub3d9\uc791 \uc2dc\uc5f0: A company has announced its plans to develop PCIe 6.0 technology, as reported by The Elec (Korean feed). Desk take: The PM should note the development of PCIe 6.0 technology and its potential applications in the tech industry.

Conversational Intelligence

• Michael Kratios, 13th director of the White House Office of Science and Technology Policy (Moonshots, 2026-08-04): "we're going putting man back on the moon in 28" [16]. The administration plans to put a man back on the moon in 2028 and build the first elements of a lunar base by 2030. Desk take: The PM should note the administration's plans for space exploration and its potential implications for the industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "I don't think so. I think that was probably one of the savviest decisions that we made as an administration." [25]. The U.S. government has restricted the export of NVIDIA's chips to China. Desk take: The PM should be aware of the U.S. government's restrictions on NVIDIA's chip exports to China and its potential impact on the tech industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "The median age of an intramural NIH scientist \u2013 so this is a scientist at NIH who's doing research in NIH, not getting a grant out \u2013 is 71 years old." [36]. The median age of an intramural NIH scientist is 71 years old. Desk take: The PM should note the aging population of NIH scientists and its potential implications for scientific research.
• Peter Diamandis, Host (Moonshots, 2026-08-04): "We're going to see double digit growth in the GDP in the next 18, 24 months, triple digit growth in five years." [29]. Elon Musk predicts double-digit growth in GDP in the next 18-24 months and triple-digit growth in five years. Desk take: The PM should be aware of Elon Musk's predictions for economic growth and its potential implications for the industry.
• Michael Kratsios, Guest (Moonshots, 2026-08-04): "we've launched $600 million of prizes and we've driven about $30 billion of R&D" [46]. The XPRIZE has launched $600 million of prizes and driven about $30 billion of R&D as a result of those prizes. Desk take: The PM should note the significant impact of the XPRIZE on R&D investments.
• Peter Diamandis, Host (Moonshots, 2026-08-04): "our largest XPRIZE right now, it's the $101 million XPRIZE Health Span" [49]. The XPRIZE Health Span is a $101 million prize with 830 teams competing to reverse functional age by 20 years. Desk take: The PM should be aware of the XPRIZE Health Span and its potential implications for healthspan research.
• Michael Kratios, 13th director of the White House Office of Science and Technology Policy (Moonshots, 2026-08-04): "create a scientifically relevant quantum computer by the end of his term" [18]. The administration aims to create a scientifically relevant quantum computer by the end of the president's term. Desk take: The PM should note the administration's goals for quantum computing and its potential implications for the industry.
• Michael Kratios, 13th director of the White House Office of Science and Technology Policy (Moonshots, 2026-08-04): "double the productivity of the entire scientific enterprise in the United States over the next decade" [16]. The administration plans to double the productivity of the entire scientific enterprise in the US over the next decade through the Genesis mission. Desk take: The PM should be aware of the administration's plans to boost scientific productivity and its potential implications for the industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "We have the best AI stack in the world." [23]. The U.S. has launched the American AI Exports Program to promote American AI stack globally. Desk take: The PM should note the U.S. government's efforts to promote its AI stack globally and its potential implications for the tech industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "We essentially limited the importation of any non-U.S. humanoid robot that hasn't already been shipped going forward." [27]. The U.S. government has limited the importation of non-U.S. humanoid robots. Desk take: The PM should be aware of the U.S. government's restrictions on humanoid robot imports and its potential impact on the robotics industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "We'll back those with the government financing organizations that can make them economically viable for a lot of countries around the world." [23]. The U.S. government plans to provide financing for countries to adopt American AI stack through organizations like the Export-Import Bank. Desk take: The PM should note the U.S. government's plans to support the adoption of its AI stack globally and its potential implications for the tech industry.
• Michael Kratsios, Former U.S. Under Secretary of Defense for Research and Engineering (Moonshots, 2026-08-04): "Grant duration is something that people don't talk about enough." [38]. The U.S. government plans to introduce long-duration grants, five-year grants funded on day one, to support scientific research. Desk take: The PM should be aware of the U.S. government's plans to introduce long-duration grants and its potential implications for scientific research.

Tape Check

The S&P 500 is up 1.79% at 7736.52, the NASDAQ is up 2.59% at 26584.99, and the SOX index is up 6.55% at 12179.26.

Today

The PM should be aware of the significant developments in the tech sector, including advancements in HBM technology, SpaceX's growing revenue and AI investments, and the increasing competition in the space industry.

Watch

The PM should keep an eye on the following stocks: NVDA, AMD, MU, AVGO, TSM, META, MSFT, GOOGL, AMZN, AAPL, PLTR, NFLX, TMUS, PL, RKLB, and ASTS.