Sequoia's Sean Maguire likens SpaceX to Nvidia three years ago, says he'll hold his shares 'forever' - CNBC

In a recent financial report, Sequoia Capital partner Sean Maguire compared SpaceX to NVIDIA three years ago and stated he would hold his shares 'forever.' This remark not only reflects his high confi... Read original →

Maguire’s SpaceX-Nvidia analogy signals a bet on compounding tech synergies: Starlink’s global data coverage is converging with 3nm AI chips to close the loop on distributed AI training. TSMC, as their shared foundry, now shoulders surging geo-compliance costs—U.S. export controls are shifting advanced packaging to Arizona, while EUV clusters in Taiwan, China face supply disruption risks. In response, Blue Origin may fast-track RF ASIC co-development with Samsung Foundry to bypass GPU dependency. Within 18 months, if Starship achieves routine launch cadence, it will force a rewrite of global LEO spectrum allocation rules and catalyze a new 'aerospace compute' asset class, where valuation shifts from launch frequency to in-orbit compute density.