(SeekingAlpha) SpaceX (SPACE) could be at the forefront of a radical change in communications using quantum physics, according to Morgan Stanley analyst Adam Jonas.
Jonas explained, “From a SpaceX perspective, the commercial potential of quantum communications networks and its potential advantages of its rapidly deploying in-space comms architecture may provide significant optionality to the story and its valuation.”
“While, to our knowledge, SpaceX has not commented in detail on the enabling technology (ie. particle entanglement generators, quantum repeaters, random number generators, advanced cryogenics, etc) or the economic potential of quantum communications, we believe the company’s increasingly dominant position in space, satellite communications and DoD/government work makes this a natural extension of their capabilities. SpaceX continues to solidify its place as ‘mission control’ for the emerging space economy. Important milestones with Starlink, Starship and government contracts dovetail to support strong commercial momentum.
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