News
Starlink shines in FL after Hurricane Milton: ‘A game changer’ [Exclusive]
“So Starlink has been a game changer,” the CFO of Florida Jimmy Patronis, told Teslarati in a recent interview. Patronis was in a vehicle during our conversation visiting the areas in Florida impacted by Hurricane Milton. He had just left a part of Florida that was ravaged by at least 30 tornadoes during the hurricane.
“I think it had a lot of use. I bought the Starlink. I built a harness on the back of our car and we were traveling down the road with the Starlink. And I was doing TV interviews, going down the highway at 60 miles an hour and the communication was really impressive,” the CFO of Florida added.
Preparing for Hurricane Milton with Starlink
My interview with Patronis was ironic and interesting, to say the least. While he was in the car traveling to people affected by Milton, I was on the other side of the world, preparing for Typhoon Kristine, the third storm that would hit my home over the last 3-4 months.
I know how important communication lines are during a hurricane. In some cases, it is your only lifeline, and Patronis was well aware of that.
“My own personal experience, I went ahead and decided to buy a Starlink the week before Hurricane Milton made landfall,” Patronis told me.
“When a storm hits, being able to facilitate phone calls, content sharing, interviews, reports, it’s critical. People want to know what is happening. But unless you have dependable communication, it’s very difficult to do that. And we found Starlink to be invaluable when it came to providing those up-to-date communications for our first responders, for our state of operations…” he elaborated.
The internet was our only connection to the rest of the world when the first hurricane hit our house and flooded the streets of our neighborhood and our car. The second time, the water reached about 7 feet high and flooded our car and house. My family in New Jersey were on the phone talking to me as I hurried up the stairs with stuff, trying to beat the rising water rushing into our yard—and eventually into our house.
From my experience, floods are the worst part of hurricanes—and the scariest. I knew we were in trouble when we saw our neighbors asking for rescue through the HOA Facebook group. In the Philippines, people often call for help through social media posts during hurricanes, so the internet is critical.
-
First responders often use the internet or cellular lines to see if anyone needs help. It was no different during Hurricane Milton in Florida.
“So my office also coordinates all urban search and rescue where our first responders are on the field literally minutes after the storm has made landfall. They depend on Starlink. They will have Starlink out in the field with them. This is how they’re communicating, which homes they have visited, if there’s any need for any other assistance, equipment, help, you name it. If they just need more urban rescue first responders to show up,” Patronis told me.
Starlink delivering Peace of Mind after Hurricane Milton
The CFO of Florida and everyone in his office has been working non-stop, preparing for Hurricane Milton’s arrival and now helping people get their lives back together. He told me of one couple in their 70s who had recently married and moved into a new home just six days before Milton made landfall.
Unfortunately, a tornado dropped a dumpster on top of their house. Despite the situation they found themselves in, Patronis told me that the couple were not deterred by the damage caused by Hurricane Milton. They didn’t let Milton take away their happiness and were eager to rebuild.
Rebuilding is probably the hardest thing to do after a hurricane but is unavoidable and necessary. After the second hurricane flooded our home and car, my husband and I immediately acted. We got our car to a mechanic and the cleaners—again. We fortified our gates so less water would enter our lot. The one thing we should have done but didn’t do was prepare to be cut off from the world.
As I said earlier, during the interview with Patronis, Typhoon Kristine was entering the Philippines. The internet connection was already spotty as I talked to him. At one point, our call was abruptly dropped because I lost internet connection. I should have known then that we were in for a rough ride.
A day after my interview with Patronis, Typhoon Kristine’s relentless rain over the Philippines caused the river near our neighborhood to overflow for the third time. The water rose fast; within 20 minutes, it was waist-high from street level. Luckily, our reinforced gates held fast. However, our internet and cellular connection were so bad we couldn’t contact our families or get any updates about the typhoon.
The most terrifying thing about a hurricane is being unable to communicate during or after it. It fills you with dread, and fear, and unfathomable thoughts. Information is a crucial part of natural disasters to stop the fear, focus on something else, and get through it. Otherwise, it feels endless.
-
Starlink provided people in Florida with information during and after Hurricane Milton and Hurricane Helene. Something I wish I had during Hurricane Kristine.
“So you know we’re very committed to using cellular, but in some cases, the Starlink has been a provider of information that…it’s been priceless.
“We were also able to—with the help of T-Mobile—get the FCC to open up a full-blown texting in Florida via satellite and Starlink,” Patronis told me.
Are you rebuilding after Hurricane Milton?
I understand that rebuilding after a hurricane can be difficult. Patronis told me about predators that have been coercing people to sign over their insurance benefits while they try to rebuild their lives and move forward.
The CFO of Florida’s office handles insurance fraud cases and also helps people with their insurance claims. You may seek help by calling 1877-My-FL-CFO or visiting PrepareFL.com.
The best thing you can do after going through a calamity is to ask for help.
What’s your experience with Starlink Cellular? Please share them with me through maria@teslarati.com
-
If you have any tips, contact me at maria@teslarati.com or via X @Writer_0100110.
-
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
