Global Artificial Intelligence: AI Insights from Citi‘s Space & AI Virtual Teach-In

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Global Artificial Intelligence: AI Insights from Citi‘s Space & AI Virtual Teach-In

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08 Jul 2026 23:44:43 ET │ 11 pages

Global Artificial Intelligence

AI Insights from Citi’s Space & AI Virtual Teach-In

CITI'S TAKE

Heath Terry AC

Across 10 hours of sessions with public company execs, private company +1-212-723-4624

founders, and various experts, our inaugural Space & AI Virtual Day framed heath.terry@citi.com

the scale of the opportunity at the intersection, the benefits of vertical

integration (like SpaceX’s), and the need for investment across power, Michael Rollins, CFA AC

semiconductors, compute, models, software, and distribution. The AI +1-212-816-1116

opportunity is increasingly an infrastructure and cost-curve challenge, with michael.rollins@citi.com

initiatives such as Terafab, space solar, and orbital compute positioned as

potential accelerators for AI growth. While demand for compute remains John Godyn AC

strong, as evidenced by recent deal terms, focus is likely to shift toward +1-212-816-8014

capex efficiency, enterprise adoption following the Cursor acquisition, and john.godyn@citi.com

execution milestones, like today’s Grok 4.5 release.

Shelby Spencer

Vertical integration the playbook. Across sessions, AI was framed as the new stack +1-212-816-0416

for enterprises to internalize, spanning from power all the way to distribution. The shelby.spencer@citi.com

key debate emerging was the ability of companies like SpaceX to leverage vertical Ashley Kim

integration to lower the unit cost of intelligence ahead of the next “event horizon”,

+1-212-816-6689the development of Recursive Self Improvement (RSI). From our meetings with

industry experts from Morgan Lewis and Recon Analytics, Starlink will likely need ashley.kim@citi.com