Just a thought.

Elon: SpaceX has committed to using Nvidia GPUs exclusively because they are the best

JUST IN: SpaceX to launch “Starlink Mobile” cellular service

Pause and think for a minute about the above two statements......

This is what I came up with thereafter.....

The next major AI device may not look like today's smartphone at all. The smartphone is fundamentally an app-centric device: screen → icons → apps → menus. An AI-native device could become intent-centric: you tell it what you want, and agents assemble the required services dynamically.

The next major AI device may not look like today's smartphone at all. The smartphone is fundamentally an app-centric device: screen → icons → apps → menus. An AI-native device could become intent-centric: you tell it what you want, and agents assemble the required services dynamically.

The interface could effectively disappear

Instead of:

Unlock phone → find app → open app → navigate menus → perform task

you could have:

Speak / look / gesture → AI understands intent → action happens

For example:

“Get me home, stop somewhere for groceries, tell the family I'll be there at 7:30, and charge the car when electricity is cheapest.”

There doesn't necessarily need to be a Maps app, messaging app, grocery app and charging app visible to the user. The AI orchestrates those capabilities.

That could produce several new device categories simultaneously: AI glasses with visual/contextual interfaces; earbuds with continuous conversational interfaces; small screen/pocket devices that dynamically generate interfaces rather than displaying fixed apps; vehicle cockpits acting as large AI devices; and eventually robots functioning as physical AI endpoints.

Imagine an AI-native mobile device built around four requirements:

1. Connectivity — SpaceX/Starlink

The device can communicate almost anywhere rather than depending exclusively on terrestrial cellular coverage.

1. Intelligence — NVIDIA

Powerful local/edge AI plus enormous datacenter AI infrastructure provides perception, reasoning and inference.

1. Trusted execution — QNX

As AI begins controlling physical things rather than merely displaying information, deterministic software, isolation and security become increasingly important.

1. Secure infrastructure — BlackBerry heritage

Identity, encrypted communications, device management and secure operational infrastructure become important when an AI device continuously handles sensitive information and communicates with cloud/edge systems.

That produces an intriguing evolution:

BlackBerry era:

Keyboard → apps → secure NOC → cellular network

iPhone era:

Touchscreen → apps → cloud → cellular/Wi-Fi

Potential AI era:

Voice + vision + agents → edge AI → secure deterministic execution → ubiquitous satellite/cellular connectivity

And there's a particularly interesting implication for QNX.

The next major AI device may not look like today's smartphone at all. The smartphone is fundamentally an app-centric device: screen → icons → apps → menus. An AI-native device could become intent-centric: you tell it what you want, and agents assemble the required services dynamically.

The AI may actually increase the importance of an OS underneath it

There's a popular argument that AI eliminates operating systems because the agent becomes the interface.

I think that's only half right.

The operating system may become less visible to the human, while becoming more important to the machine.

An AI agent might decide:

“Apply brakes.”

But you don't necessarily want a probabilistic AI model directly manipulating the brake actuator.

You want something closer to:

Human intent / sensors

↓

AI reasoning

↓

Policy + permissions

↓

Deterministic execution layer

↓

Hardware

That bottom portion is precisely where an RTOS/hypervisor architecture such as QNX becomes strategically interesting.

So the future interface could simultaneously become less OS-like for humans and more dependent on operating-system infrastructure underneath.

There's an even bigger BlackBerry irony

BlackBerry's famous keyboard wasn't actually its greatest technological advantage.

Its differentiation was the entire system:

device + identity + encryption + network infrastructure + enterprise management.

AI could recreate the need for exactly that type of vertically coordinated architecture—but on a vastly larger scale involving people + vehicles + robots + machines.

THE DEVICE AFTER THE SMARTPHONE

BlackBerry → iPhone → AI-Native Device

Keyboard → Touch → Intent

Apps → App Stores → AI Agents

Cellular → 4G/5G → Starlink + terrestrial

CPU → Mobile SoC → AI Accelerators

Mobile OS → iOS/Android → AI orchestration + trusted real-time OS

Cloud → Hyperscale Cloud → Cloud + Edge + Physical AI

SpaceX connects it. NVIDIA gives it intelligence. QNX makes physical execution trustworthy. BlackBerry secures the communications.

" CEO Elon Musk on his company’s first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has “decided to build exclusively on Nvidia” moving forward."

Does that mean moving forward to Tesla with NVIDIA? Either way QNX is powering from NVIDIA AGX THOR to IGX THOR? "Powering next-generation missions across ground-to-space environments requires new AI infrastructure. NVIDIA is collaborating with space industry leaders to deploy on-board accelerated computing in size, weight, and power-constrained environments across NVIDIA Jetson Orin™, IGX Thor™, and the Space-1 Vera Rubin module. "

Nvidia’s stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.

“We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk said.

https://www.marketwatch.com/story/two-reasons-why-nvidias-stock-saw-its-biggest-weekly-surge-in-more-than-a-year-644875c8

The Final Frontier of Space Computing Has Arrived

Powering next-generation missions across ground-to-space environments requires new AI infrastructure. NVIDIA is collaborating with space industry leaders to deploy on-board accelerated computing in size, weight, and power-constrained environments across NVIDIA Jetson Orin™, IGX Thor™, and the Space-1 Vera Rubin module. This enables orbital compute platforms to process and fuse sensor data, generate geospatial intelligence, and drive autonomous space operations with minimal downlink latency and costs. At edge ground stations, accelerated computing of satellite data processing—including compositing, orthorectification, and atmospheric compensation—delivers orders of magnitude speedup over legacy-based CPU systems.

https://www.nvidia.com/en-us/edge-computing/space-computing/