SpaceX is reportedly preparing for an IPO, and on the surface, it looks like another massive market moment.
But if you zoom out, something much bigger is taking shape.
There’s growing discussion around a future where SpaceX, Tesla, and xAI operate as a unified system. Not just separate companies, but a vertically integrated machine spanning space, energy, and artificial intelligence.
At the same time, the limits of Earth-based infrastructure are becoming harder to ignore. Power constraints, land use, cooling demands, all of it is starting to bottleneck the growth of AI.
Which is why a new idea is entering the conversation in a serious way
What if the next generation of data centers isn’t built on Earth at all
What if it’s built in orbit
It sounds extreme, but so did reusable rockets once
We’re watching the early formation of something that doesn’t fit inside a single industry anymore. This is infrastructure for an entirely new layer of the economy
Not cloud computing.
Orbita...
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