As Starship resources are increasingly tied to Starlink V3 and long-term Moon/Mars initiatives, outsourcing parts of launch or satellite manufacturing becomes more likely. RKLB stands out here, with a solid Electron launch track record, Neutron progressing, and vertically integrated satellite manufacturing capabilities.
This shifts RKLB from a niche launch provider to a potential beneficiary of space industrialization. Even limited outsourcing from SpaceX could meaningfully improve RKLB’s revenue visibility, especially if space-based AI infrastructure accelerates faster than expected, making RKLB a potential secondary winner in the SpaceX ecosystem.
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