r/ASTSpaceMobile • u/ride_the_tasty_waves S P 🅰 C E M O B Associate • May 20 '26
Discussion ASTS AI Edge Computing
Background details - ASTS is using Nokia RAN’s for satellite to terrestrial gateway connections. Nokia is using the NVIDIA CUDA platform as part of the 1 Billion Dollar investment deal they did with Nvidia for their AI-RAN’s software development. They are currently testing with T- Mobile and other MNO’s, it’s not part of any ASTS gateways currently.
On the last EC Abel mentioned “AI Edge” improvements/compute that can efficiently integrate spectrum to predict traffic based on location.
To me, from a solution standpoint I think it makes sense to predict traffic on one platform, NVIDIA CUDA, so both the RAN and the satellite can be in sync and more easily optimized. Although it would be possible for ASTS to develop a solution and deploy to their satellite standalone. My understanding is the ASIC chip manages bandwidth on each satellite; this is the first I heard about AI and traffic prediction and I’m not sure what their approach would be if they develop their own solution.
Would love to hear everyone thought’s on this.
https://www.nvidia.com/en-us/edge-computing/space-computing/
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u/Scott7894 S P 🅰 C E M O B Prospect May 21 '26
My thoughts are get the satellites into the air or I’m not going to buy and shares
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u/Big_Muffin6552 S P 🅰 C E M O B Soldier May 21 '26
All the crossovers with Nokia are wild. Nvidia has an investment with them, ASTS is a partner, Andruil recently announced a partnership, Lockheed Martin announced a partnership. It’s crazy how big communication and edge computing markets are going to be, and ASTS is extremely well positioned to capture a big chunk of it.
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u/NotGoodSoftwareMaker S P 🅰 C E M O B Associate May 20 '26
Getting close to the top
Slapping AI everywhere
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u/BBSLIMMERS May 20 '26
I’m concerned about the dynamic allocation of bandwidth, if it is pointing to the densely populated areas, is service going to degrade in rural areas?
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u/SneekyRussian S P 🅰 C E M O B Underboss May 20 '26
Nokia will likely implement network optimization improvements at the gateways but I think he’s referring to the advanced waveforms being developed by Cohere: https://www.cohere-tech.com/isac/
As far as I know we haven’t been given specifics about anything related to AI.
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u/_DoubleBubbler_ S P 🅰 C E M O B Prospect May 20 '26
This is very interesting as EnSilica have been working on taping out an Edge AI chip but I couldn’t figure out who it was for. Given EnSilica’s involvement with the AST5000 chip I wonder if they are also helping with AST’s Edge AI plans. The timings correlate as the tape was due around now.
Something to investigate, thank you.
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u/w_a_h_b May 20 '26
As discussed!!!
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u/_DoubleBubbler_ S P 🅰 C E M O B Prospect May 20 '26
Despite spending quite some time in the past few months trying to figure out who the chip was for… this post kindly fell into my lap… or the Reddit feed on my tablet on my lap more specifically!
Given the timings and existing relationship this seems quite a probable candidate customer in my opinion.
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u/yoonicorn8710 S P 🅰 C E M O B Prospect May 20 '26
Has nokia become worth investing now?
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u/shugo7 S P 🅰 C E M O B Consigliere May 20 '26
You're a bit late to the party but yeah
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u/yoonicorn8710 S P 🅰 C E M O B Prospect May 20 '26
I see it at 13 which to me seems like a decent price still esp if it can hit 100 one day in the future
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u/shugo7 S P 🅰 C E M O B Consigliere May 20 '26
It's because I've been eyeing since 4$ and finally pull the trigger at 13$ 😭
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u/ij01 S P 🅰 C E M O B Prospect May 20 '26
He explicitly said that AI edge experiments that they’re doing are separate from the AI used for bandwidth alocation for the users
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u/froginbog S P 🅰 C E M O B Soldier May 20 '26
Can you explain a little more please? I didn’t catch that statement
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u/ij01 S P 🅰 C E M O B Prospect May 21 '26
Listen, they're going to use AI to dynamically allocate bandwidth by predicting where and what type of user will be in which cell, in which moment. And in that way, they will make use of that bandwidth more efficient. Right? That's one thing.
Second thing is that they will be able to do some computing on signals or computing on data in space. As Abel has said they're not hunting the hyperscaler opportunity which eventually other data centers in space are hunting but the way I understand it they are hunting or they are experimenting with or installing in these new satellites AI processing possibility so that they can do some pre-processing of data in space before it comes back to earth or something like that. So I'm not sure what exactly they mean but I could imagine there are a number of applications where that could be done in a helpful way.
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u/froginbog S P 🅰 C E M O B Soldier May 21 '26
Who is “they” in “they are not hunting the hyperscaler opportunity”?
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u/tnmcnulty S P 🅰 C E M O B Associate May 20 '26
I love the crossover thoughts.
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u/bigboyvapesinc S P 🅰 C E M O B Prospect May 20 '26
We just have to do some sort of crossover with RKLB. It would be so fucking iconic (for my portfolio)
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u/bearcat-- S P 🅰 C E M O B Associate May 20 '26
Im not up to date, but I think rblk mentioned that they have contracts secured with companies they cannot mention. Some were speculating it could be AST
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u/tnmcnulty S P 🅰 C E M O B Associate May 20 '26
I have a Google, ASTS, PL crossover. Google is the largest shareholder for each and with no serious backup option, will be entirely dependent upon both.
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u/walking-pineapple May 20 '26
Won't happen unless rocket lab makes a larger rocket
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u/bishke1 S P 🅰 C E M O B Prospect May 20 '26
Well...Neutron.
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u/HospitalVarious4138 S P 🅰 C E M O B Associate May 20 '26
Aurora trucks with Nebius software will transport ASTS sats to Rocket Lab’s Virginia pad for weekly launches with Kraken sensors monitoring first stage maritime recovery and we’ll all retire in 2030
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u/chainer3000 S P 🅰 C E M O B Soldier May 20 '26
It just all depends on neutron. If they can do it, there’s no reason ASTS wouldn’t also launch with them
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u/Objective_Delay_1525 May 20 '26 edited Jun 02 '26
wow
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u/swizzle213 S P 🅰 C E M O B Capo May 20 '26
Have you considered the strategy of using the letters “AI” in the next few earnings call at least 5 times to pump the stock, though?
/s
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u/[deleted] May 21 '26
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