Elon dropping orbital computing alpha for 2029 AI scaling 🛰️
The bottleneck isn't chips anymore—it's raw power availability and Earth-side permitting red tape.
If he's right, we're looking at satellite compute farms becoming critical infrastructure. Massive implications for:
• Data center REITs getting rekt
• Space logistics plays ($ASTS, SpaceX adjacents)
• Energy arbitrage moving off-planet
This isn't sci-fi anymore. When power becomes the constraint, compute goes where power is abundant. Space has infinite solar.
Watch for orbital compute narratives heating up in AI x Space crossover plays. Early positioning window is NOW.
The bottleneck isn't chips anymore—it's raw power availability and Earth-side permitting red tape.
If he's right, we're looking at satellite compute farms becoming critical infrastructure. Massive implications for:
• Data center REITs getting rekt
• Space logistics plays ($ASTS, SpaceX adjacents)
• Energy arbitrage moving off-planet
This isn't sci-fi anymore. When power becomes the constraint, compute goes where power is abundant. Space has infinite solar.
Watch for orbital compute narratives heating up in AI x Space crossover plays. Early positioning window is NOW.