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The United States’ decision to support South Korea’s uranium enrichment goals marks a major shift in the two countries’ long-standing nuclear partnership. This move not only strengthens their alliance but also boosts South Korea’s ambitions in clean energy, nuclear fuel cycle development, and naval defense.

With a strong nuclear power fleet already supplying one-third of its electricity, South Korea is now preparing for a new chapter in nuclear technology, strategy, and security.

south korea electricty from nuclear
Source: IEEFA

A Turning Point in US–ROK Nuclear Cooperation

The latest agreement signals Washington’s clearest endorsement yet of Seoul’s desire to take greater control of its nuclear fuel supply. South Korea operates 26 nuclear reactors with a combined capacity of about 26 gigawatts electric (GWe). These reactors are the backbone of the energy system, providing stable, low-carbon electricity year-round.

Now, with US backing, South Korea is set to advance in two sensitive areas it has long sought approval for:

Alongside these steps, the US has also supported South Korea’s plan to build nuclear-powered attack submarines, expanding cooperation into the defense sector.

This shift reflects a deeper level of trust in the alliance and positions South Korea for greater energy security and strategic capability.

Inside the Agreement: A Break from Past Restrictions

On November 13, 2025, the White House and South Korea’s Presidential Office released a joint fact sheet following a state visit by US President Donald Trump. The document reaffirmed the strengthened US–ROK alliance and outlined a series of shared economic and security commitments, including a $350 million strategic trade and investment deal.

However, the most significant announcement centered on nuclear cooperation. For decades, South Korea operated under tight restrictions through the 123 Agreement, a treaty that governs nuclear trade and technology sharing between the two nations. Originally signed in 1974, the agreement limited South Korea’s ability to enrich uranium or reprocess used fuel.

A revised deal signed in 2015 loosened some restrictions but still required US approval for progress on fuel cycle technologies. The new statement goes further than ever before. The US has officially endorsed the processes leading to South Korea’s enrichment and reprocessing capabilities, as long as they comply with US legal requirements.

This marks one of the biggest relaxations of US nuclear controls in decades.

South Korea’s Powerful Nuclear Fleet

South Korea has built one of the world’s most reliable, efficient, and advanced nuclear power systems. The country’s 26 operating reactors supply 32–34% of national electricity, making nuclear energy a major pillar in Korea’s clean energy transition.

The fleet includes:

  • APR-1400 reactors – Korea’s flagship advanced design
  • OPR-1000 reactors – earlier standardized units
  • Westinghouse PWRs – older imported models
  • CANDU reactors – heavy-water units that use natural uranium

Key nuclear power plants include Hanbit, Hanul, Kori, and Wolsong Nuclear Power Plant. These reactors operate with high load factors, often above 80%, showing strong performance and reliable output.

New Reactors and Next-Gen Technology on the Way

South Korea is expanding its nuclear fleet to meet rising energy demand and support its climate goals. The country currently has four reactors under construction, expected to add around 4 GWe when complete. These include:

  • Saeul units (APR-1400 design)
  • Shin Hanul units

Looking ahead, South Korea plans to add additional large reactors and deploy small modular reactors (SMRs) by 2038. SMRs offer lower cost, improved safety, and flexible use for industry and clean hydrogen production. These new technologies could bring Korea closer to energy independence and strengthen its export competitiveness in the global nuclear market.

south korea
Source: World Nuclear Association

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Nuclear-Powered Submarines: Transforming Defense Capabilities

Another major part of the agreement is the US decision to support South Korea’s plan to build nuclear-powered attack submarines. Seoul has wanted this technology for many years because it offers clear military advantages. Nuclear submarines can stay underwater much longer, move faster, operate more quietly, and travel farther without stopping to refuel. As a result, they would greatly improve South Korea’s ability to protect its coastline and respond quickly to threats in the Indo-Pacific region.

The joint US–ROK fact sheet also stated that both countries will work together on the technical needs of these submarines. This includes fuel sourcing, design features, and reactor requirements. This cooperation supports South Korea’s broader defense modernization goals and helps the country move closer to taking full wartime operational control, or OPCON, from the United States. With this capability, South Korea strengthens not only its naval defense but also its overall strategic independence.

Regional Security Concerns: The North Korea Factor

These developments come at a time when North Korea is rapidly expanding its nuclear program. Experts estimate that Pyongyang now holds around 50 nuclear warheads and has enough fissile material to build many more. The country continues to operate active uranium enrichment sites and is speeding up its weapons production. Because of this, tensions in Northeast Asia have increased sharply.

South Korea’s nuclear advancements, however, remain focused on peaceful and defensive goals, and they operate under strict US oversight and global safeguards. Even so, these new capabilities send a strong deterrence message. They show that South Korea is ready to strengthen its technology, defense posture, and national security. In a region marked by rising uncertainty and military competition, Seoul’s progress reflects confidence, preparedness, and responsible leadership.

nuclear enegy south korea
Source: World Population Review

A Milestone for Northeast Asia’s Energy and Security Landscape

The US decision to support South Korea’s enrichment and reprocessing goals marks a major turning point in the alliance. South Korea already runs a powerful 26-GWe nuclear fleet that supplies a large share of its electricity. By gaining more control over the nuclear fuel cycle, the country can improve its energy security and boost its role as a global nuclear technology leader.

South korea energy mix

At the same time, the approval of nuclear-powered submarines strengthens South Korea’s defense capabilities at a moment when regional threats continue to rise. These combined steps create a stronger foundation for clean energy development, national security, and long-term cooperation between the United States and South Korea.

Together, they represent a major shift in Northeast Asia’s strategic landscape. They also show how civilian nuclear programs and national security interests are becoming increasingly connected in today’s geopolitical environment.

The post U.S. Backs South Korea’s Uranium Enrichment and Nuclear-Powered Submarine Ambitions appeared first on Carbon Credits.

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Gold’s Enduring Value: How Sierra Madre Is Advancing Mexico’s Next Generation of Gold Projects

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Disseminated on behalf of Sierra Madre Gold & Silver Ltd.

Sierra Madre Gold & Silver is building a strong position in Mexico’s growing precious metals industry. The company is creating long-term value through smart growth, low costs, and balanced exposure to both gold and silver. With gold prices at record highs, Sierra Madre is turning opportunity into steady progress.

Its main operation, the La Guitarra Mine Complex, reached commercial production in January 2025 after being acquired from First Majestic Silver. Alongside this, the company holds the Tepic Project, expanding Mexico’s gold and silver frontier. By combining efficient mining with new exploration, Sierra Madre is proving that gold’s value still shines bright in today’s market.

Gold’s Strength in a Changing World

Gold remains a trusted safe-haven asset in uncertain times. Central banks are buying more gold, and geopolitical tensions are pushing demand higher. JP Morgan expects gold prices to average $3,675–$4,000 per ounce by mid-2026. State Street Global Advisors sees gold holding above $3,000/oz, showing that strong prices are here to stay.

gold
Source: JP Morgan

The Demand and Supply Side

As per the World Gold Council, in Q2 2025, total gold demand reached 1,249 tonnes, up 3% year-over-year. Its value surged 45% to a record US$132 billion, driven by strong investment demand. Gold-backed ETFs, bars, and coins saw the biggest gains amid geopolitical tensions and trade uncertainty. Central banks added 166 tonnes to reserves, though at a slower pace than in previous quarters.

On the supply side, total gold output also rose 3% to 1,249 tonnes, with mine production hitting a Q2 record of 909 tonnes.

gold demand supply
Source: Sources: Metals Focus, Refinitiv GFMS, World Gold Council

This environment supports Sierra Madre’s growth strategy. The company is using these high prices and Mexico’s low operating costs to boost production and deliver stronger returns to shareholders.

Driving Gold Growth at La Guitarra

The La Guitarra Mine Complex is Sierra Madre’s key asset. Located in Mexico’s historic Temascaltepec district, it currently produces 500 tonnes per day. The company plans to double that to 1,200 t/d to 1,500 t/d by late 2027.

In April 2025, Sierra Madre started underground mining at the high-grade Coloso vein within the La Guitarra property. This new zone should increase gold output and improve overall grades. At the same time, the company is upgrading its milling systems to raise recovery rates and lower costs.

Sierra Madre Gold & Silver
Source: Sierra Madre Gold & Silver

Tepic Project: Expanding Mexico’s Gold and Silver Frontier

The Tepic Project adds exciting exploration upside. It sits in Mexico’s Sierra Madre Geologic Province and hosts low-sulfidation epithermal gold and silver mineralization. Multiple zones stretch over one kilometer long and 200 meters wide.

Once the flagship project of Cream Minerals, Tepic has a historic resource estimate outlined in a 2020 Technical Report. Past drilling covered 31,537 meters across 149 holes. However, with a 76% core recovery rate, grades may have been underestimated.

Recent exploration shows the Dos Hornos breccia veins remain open both along strike and at depth. This finding suggests strong potential for expanding resources in future drilling phases.

  Core Drilling Highlights

Sierra Madre gold and silver
Source:https://sierramadregoldandsilver.com/presentations/corporate_presentation.pdf

Location and Infrastructure Benefits

Tepic is just 22 km from Tepic City, the capital of Nayarit, and 120 km from Puerto Vallarta Airport. The project has excellent access to roads, power, and local services. A skilled mining workforce and nearby fabrication shops make operations easier and more cost-efficient.

The project covers 2,612.5 hectares across five mining concessions and is 100% owned by Sierra Madre. Being in a mining-friendly region of Mexico gives the company a stable environment to advance this asset.

Strong Gold Production and Steady Revenue

Sierra Madre’s production results show steady progress and solid performance:

  • Q2 2025 gold sales: 1,096 ounces.
  • H1 2025 gold sales: 2,118 ounces; production totaled 2,049 ounces.
  • Average realized price: $3,271/oz in Q2 and $3,058/oz for H1.
  • Gold recovery: around 78% during the first half of 2025.

Gold revenues reached $3.59 million in Q2 2025, up from $2.89 million in Q1. For the first half of 2025, gold generated $6.48 million in total revenue. Cash costs per silver-equivalent ounce sold were $23.32, showing strong cost control.

As the Coloso mine continues to deliver higher-grade mineralization, Sierra Madre expects better margins and lower costs in the coming quarters.

Financing Growth and Exploration Plans

In mid-2025, Sierra Madre raised C$19.5 million (US$19.5 million) through a private placement. The funds are being used to:

  • Expand throughput at La Guitarra.
  • Launch a +20,000-meter exploration program across 59 km of structures mapped to date.
  • Target new high-grade zones in the East District.

This financing strengthens the company’s ability to expand production and extend mine life while continuing to explore new areas.

Moving on, Sierra Madre has also begun underground development at the Nazareno silver-gold mine in the La Guitarra complex, Estado de Mexico. The team has delivered over 700 tonnes of mineralized material, not included in the current resource estimate, to the Guitarra mill. Workers are blasting existing workings and advancing the sill drive to test long-hole mining feasibility in the closely spaced veins.

Reconciliation with the 2023 Nazareno resource model shows silver grades 40% higher and gold grades 30% higher than estimated, signaling strong potential to expand the resource.

Taking Advantage of Record Metal Prices

Gold is trading above $4,000 per ounce, giving Sierra Madre a strong tailwind. Its mix of gold and silver exposure provides a natural balance – gold supports financial stability, while silver adds growth potential.

Source: Bloomberg

Analysts also believe that Silver is expected to face a structural deficit for the seventh straight year, due to rising demand from the clean energy and technology sectors. This gives Sierra Madre’s dual-metal strategy even more value in the current market.

Two Metals, One Strong Strategy

Sierra Madre’s dual focus sets it apart. Gold anchors the company’s stability as a safe-haven asset, while silver brings growth potential through its industrial uses — from solar panels to electric vehicles.

With a combination of efficient operations, strong assets, and focused execution, Sierra Madre is redefining what a modern Mexican mining company looks like one that blends stability with growth potential.


DISCLAIMER

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Sierra Madre Gold and Silver Ltd. (“Company”) made a one-time payment of $25,000 to provide marketing services for a term of one month. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

For more information on the Company, investors should review the Company’s continuous disclosure filings available on SEDAR+ at www.sedarplus.ca.


Disclosure: Owners, members, directors, and employees of carboncredits.com have/may have stock or option positions in any of the companies mentioned: None.

Carboncredits.com receives compensation for this publication and has a business relationship with any company whose stock(s) is/are mentioned in this article.

Additional disclosure: This communication serves the sole purpose of adding value to the research process and is for information only. Please do your own due diligence. Every investment in securities mentioned in publications of carboncredits.com involves risks that could lead to a total loss of the invested capital.

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The post Gold’s Enduring Value: How Sierra Madre Is Advancing Mexico’s Next Generation of Gold Projects appeared first on Carbon Credits.

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Nvidia’s (NVDA) Stock Rose on Q3 Strong Results: $57B Revenue, $100B AI Infrastructure Plan

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Nvidia’s Stock Rose on Q3 Strong Results: $57B Revenue, $100B AI Infrastructure Plan

Nvidia reported strong results for the third quarter of its fiscal year ending October 26, 2025. The company posted $57 billion in revenue, which increased 22% from the previous quarter and 62% from the same period last year. The numbers show that demand for Nvidia’s chips and systems remains high, especially in artificial intelligence and data center markets.

Q3 Performance: High Revenue and Steady Profit Margins

The Data Center segment led the quarter again with $51.2 billion in revenue. This segment grew 25% from the previous quarter and 66% from a year earlier. Growth comes from ongoing orders by cloud companies, enterprise clients, and research institutions. They use Nvidia’s platforms to train and run AI models.

Nvidia quarterly revenue Q3 2026
Source: Wind Info

Profitability also stayed strong. Nvidia reported a 73.4% GAAP gross margin, up slightly from the previous quarter. Its non-GAAP gross margin was 73.6%. These margins show the company continues to benefit from strong pricing power and high demand for advanced AI hardware.

Net income reached $31.9 billion, rising 21% from the previous quarter and 65% from the year before. Diluted earnings per share (EPS) came in at $1.30 on both a GAAP and non-GAAP basis. Operating income also remained high at $36 billion, showing that Nvidia is managing its expenses while growing its revenue.

Nvidia Q3 Fiscal 2026 Summary
Source: Nvidia

Cash generation continued to strengthen. Free cash flow was about $22.1 billion, which increased by 32% from last year. Nvidia also returned $37 billion to shareholders in the first nine months of fiscal 2026 through buybacks and dividends. The company still has more than $62 billion available under its current buyback authorization.

Overall, the financial results show that Nvidia is still growing at a fast pace, even as its growth rate begins to stabilize. The results also provide a strong base as the company expands into new areas, such as infrastructure and energy-efficient computing.

After the earnings release, Nvidia’s stock rose about 3% in after-hours trading. This came after stronger-than-expected revenue and earnings. 

Nvidia NVDA stock

Q4 Forecast and Short-Term Trends

Nvidia expects another strong quarter ahead. For Q4 fiscal 2026, the company forecasts revenue of around $65 billion, plus or minus 2%. It also expects gross margins to improve slightly, reaching about 75% on a non-GAAP basis. Operating expenses are set to rise as the company invests in research and in new product development cycles.

The outlook suggests that Nvidia believes demand will remain strong in the near term. At the same time, the company faces new challenges. Growth is still high, but it is no longer rising at the extreme levels of earlier years.

Nvidia will focus more on expanding its infrastructure. They aim to boost efficiency and manage long-term costs. These trends set the stage for the company’s latest major initiative.

A Major Strategic Turn: The $100 Billion AI Deal with Brookfield

Nvidia just announced a big partnership with Brookfield Asset Management, a leading asset management company. They plan to create an AI infrastructure program worth up to $100 billion. This move marks a shift in Nvidia’s strategy.

The chipmaker will shift from just selling chips and systems. Now, it will help build a complete infrastructure for AI growth. The program will include investments in land, power, data centers, and advanced computing systems.

Jensen Huang, founder and CEO of Nvidia, stated:

“AI is transforming every industry, and like electricity, it will require every nation to build the infrastructure to power it. AI infrastructure demands land, power, and purpose-built supercomputers—and our partnership with Brookfield brings all of these elements together in a ready-to-deploy AI cloud.”

Brookfield brings experience in infrastructure, real estate, and energy. Nvidia brings the technology and the hardware that run modern AI models. Together, they aim to support global demand for AI computing, which continues to rise sharply.

data center electricity demand due AI 2030

This partnership shows that Nvidia is expanding beyond its traditional role as a chip designer. The company wants to be part of designing and building the physical foundations that AI depends on. This includes everything from cooling systems to energy supply.

The move could help Nvidia secure long-term revenue streams and reduce the bottlenecks that come from limited infrastructure capacity.

Powering AI Responsibly: Energy Use and Emissions

As Nvidia steps deeper into infrastructure, the environmental impact of AI computing becomes more important. Data centers and high-performance computing systems use large amounts of electricity. They also demand advanced cooling systems and steady grid capacity.

The company has acknowledged these challenges and increased its sustainability efforts across its operations, supply chain, and product designs.

A key part of Nvidia’s environmental strategy is its use of clean electricity. The company reports that it achieved 100% renewable electricity for its offices and data centers under its operational control. This shift reduces its Scope 1 and 2 emissions and lowers the carbon footprint of its own operations.

NVIDIA
Source: NVIDIA
  • The GPU king has set science-based targets to reduce emissions. They want to limit global warming to 1.5°C. The goal is to cut Scope 1 and Scope 2 emissions by 50% by FY 2030, using FY 2023 as the baseline.

For its products, Nvidia aims to cut emissions intensity during customer use by 75% per petaflop of computing power by 2030. This target matters because most of Nvidia’s emissions come from how its products are used, not how they are manufactured.

A big part of Nvidia’s total emissions comes from its suppliers, also known as Scope 3 emissions. They occur during the production of components.

nvidia 2024 emissions
Source: NVIDIA

Nvidia is also engaging its supply chain. The company reports that it has engaged suppliers responsible for more than 80% of its upstream emissions. It encourages these suppliers to set their own science-based targets.

The Blackwell GPU and Beyond

Energy efficiency is another focus area. Nvidia’s newer systems deliver much better performance for every unit of power used. Some platforms show 50% to 99% lower energy use per unit of compute compared to older systems.

The Blackwell GPU platform is very energy-efficient. It’s built to manage large AI workloads and cut down on power use.

Despite these efforts, Nvidia still faces challenges. Its total emissions rose in recent years because demand for its products grew so quickly. Scope 3 emissions make up the biggest part of its footprint. Reducing them will require long-term efforts with suppliers and customers.

As Nvidia grows its infrastructure role, it must also create facilities that use clean electricity. Efficient cooling systems will help keep its environmental impact aligned with its goals.

Balancing Growth, Infrastructure, and Sustainability

Nvidia’s Q3 results show a company that remains strong financially and continues to grow at a fast pace. The new partnership with Brookfield shows that Nvidia is preparing for the next phase of AI growth by investing in global infrastructure.

At the same time, the company is working to reduce emissions, improve energy efficiency, and manage its environmental impact as its influence expands. The coming years will test how well Nvidia balances these goals.

Strong finances give the company momentum. Large-scale projects bring long timelines. Sustainability efforts will become more important as AI’s energy use grows worldwide. Nvidia’s long-term progress will depend on how effectively it brings the strategies together.

The post Nvidia’s (NVDA) Stock Rose on Q3 Strong Results: $57B Revenue, $100B AI Infrastructure Plan appeared first on Carbon Credits.

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PowerBank and Orbit AI to Launch the First Orbital Cloud for Space-Based Digital Network

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PowerBank and Orbit AI to Launch the First Orbital Cloud for Space-Based Digital Network

PowerBank Corporation and Orbit AI are preparing to launch a new project that aims to bring AI computing, communication systems, and blockchain verification into space. The companies plan to build the “Orbital Cloud“, a network of satellites. They can send data, run AI programs, and verify digital transactions while circling the Earth. Their first satellite, DeStarlink Genesis-1, is expected to launch in December 2025.

The project combines renewable energy, satellite networks, and advanced computing. It also reflects PowerBank’s move from traditional solar projects into digital infrastructure.

Dr. Richard Lu, CEO of PowerBank, said:

“The next frontier of human innovation isn’t just in space exploration — it’s in building the infrastructure of tomorrow above the Earth. The combined markets for orbital satellites, in-orbit data centers, blockchain verification, and solar-powered digital infrastructure are projected to exceed $700 billion over the next decade. By integrating solar energy with orbital computing, PowerBank is helping create a globally sovereign, AI-enabled digital layer in space — a system that can help power finance, communications, and critical infrastructure.”

Orbit AI will supply satellite technology and computing systems. PowerBank will provide solar energy and thermal control solutions that will allow the satellites to operate in space.

A New Type of Digital Infrastructure in Space

The Orbital Cloud brings together two main systems developed by Orbit AI. The first is DeStarlink, a decentralized network of satellites. Like current global internet constellations, it avoids relying on one operator or nation. The second is DeStarAI, a group of orbital AI data centers that use high-performance hardware to process data in low Earth orbit.

Orbit AI plans to combine these systems into one connected layer. This layer will allow satellites to store data, run AI models, and send information globally. It also verifies blockchain transactions.

The satellites work in space, so they don’t face typical limits found on Earth. They avoid issues like cooling needs, power shortages, and local regulations.

PowerBank plans to support this system by supplying solar arrays and cooling control technologies. These systems aim to power the satellites and help them manage the extreme temperatures in space. The company sees this as part of its move into digital assets and data centers, where solar energy helps meet the growing demand for AI and cloud computing.

How the Orbital Cloud Works

The Orbital Cloud works by placing computing hardware, communication tools, and blockchain systems together on satellites. These satellites move in low Earth orbit, which allows them to send data with low delay and maintain constant coverage.

The system uses solar panels to power the AI computers on board. Space offers steady sunlight, which allows continuous energy generation. Because there is no atmosphere in orbit, the satellites can also release heat more easily, which helps the computers stay cool. This reduces the need for complex cooling buildings or large data center facilities on Earth.

Genesis-1, the first test satellite, will include an Ethereum wallet and a blockchain node. This means it can verify transactions from orbit. It will also carry an initial AI payload that can run basic inference tasks. As more satellites launch, they will connect and form a larger network.

As the system expands, Orbit AI will let users send data, run AI programs, or request blockchain verification via the Orbital Cloud. PowerBank and Orbit AI expect this system to support industries such as finance, communication, defense, and digital identity systems.

Why Orbital Computing Is Becoming a Multi-Billion-Dollar Market

Several fast-growing sectors support the idea behind the Orbital Cloud. The companies point to forecasts showing strong growth in satellite technology, space-based data services, AI computing, and renewable energy infrastructure. Together, these sectors may form a market worth more than US$700 billion over the next decade.

Industry research highlights several key trends:

  • Orbital infrastructure is expected to grow from US$13.5 billion in 2024 to US$21.3 billion by 2029.

  • The global satellite market may reach US$615 billion by 2032.

  • In-orbit data centers may expand from US$1.77 billion in 2029 to US$39.1 billion by 2035.

  • Satellite data services may grow from about US$12 billion in 2024 to more than US$55 billion by 2034.

orbital data center market growth 2035

These markets grow due to rising demand for AI processing. Digital sovereignty also needs to drive them. Plus, the use of blockchain systems is on the rise. More countries and companies want secure, independent digital networks, but terrestrial infrastructure can’t keep up. So, space-based systems could become more important.

Moreover, orbital data centers avoid land, water, and grid constraints while accessing uninterrupted solar energy and natural radiative cooling. Companies like Axiom Space, Starcloud, Google, and ADA Space are also into this. These trends reinforce the commercial potential behind PowerBank and Orbit AI’s orbital ambitions.

PowerBank’s leadership sees this shift as an opportunity to combine solar infrastructure with the next wave of digital systems. Orbit AI’s leadership describes the Orbital Cloud as a way to build an autonomous digital layer that does not depend on Earth-based networks. Both companies view the partnership as a step toward long-term commercial growth in space technology.

The Hardware Stack Powering the Orbital Cloud

The project plans to use hardware and technologies from several global leaders. Orbit AI and PowerBank intend to work with companies that provide GPUs, satellite materials, launch systems, and blockchain tools. These parts work together to create the computing, communication, and verification functions of the Orbital Cloud.

The planned major contributors are:

  • NVIDIA for AI hardware.

  • Ethereum Foundation for blockchain frameworks.

  • Galaxy Space for satellite components.

  • Galactic Energy for launch technologies.

  • SparkX Satellite for building the Genesis-1 satellite.

  • AscendX Aerospace for materials for future satellite structures.

NVIDIA was chosen for its expertise in AI hardware, as shown by its record-breaking  earnings on November 19, 2025: $57 billion in quarterly revenue, driven by demand for its accelerators and new Blackwell GPUs. This technology surge confirms NVIDIA’s central role in powering next-generation AI networks both on Earth and in space – supporting projects like the Orbital Cloud as industries rapidly pivot to scalable, climate-resilient infrastructure.

These partners support different stages of the project. Some focus on computing power while others provide communications gear. Some contribute launch vehicles or satellite parts. This approach allows PowerBank and Orbit AI to blend proven technologies in their orbital system. They don’t have to build every part from scratch.

Because of this, the project uses high-performance hardware and well-tested satellite structures. This reduces risk during early launches and also allows companies to focus on scaling the system after the first satellites work well.

Funding Roadmap and Key Launch Targets

PowerBank plans to begin its involvement with an initial US$50,000 investment in Orbit AI. The company also aims to invest up to US$10 million. In return, it can get an equity stake of 2% to 20%, depending on the final terms and how well the Genesis-1 launch performs.

Both companies have outlined a development timeline that runs from 2025 to 2030. The key steps are:

  • Launch Genesis-1 in late 2025.

  • Deploy more satellites in 2026.

  • Build a complete constellation by 2027 and 2028.

From 2028 to 2030, the companies plan to introduce autonomous network operations, where satellites can coordinate, compute, and verify on their own without heavy ground control.

If these milestones succeed, the Orbital Cloud could be one of the first large-scale orbital computing systems. It could also influence how countries, companies, and developers design digital services in the future.

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