Why this can turn into an x10 narrative: • attention is building • liquidity is still active • the story feels early enough
Narrative in focus: A typical AI-focused data centre consumes as much electricity as 100,000 homes; that demand has helped trigger a race to put computing clusters into orbit, where companies argue that near-continuous sunlight could eliminate the utility bill — though the solar arrays, launches and cooling hardware would still cost millions.
Would you still call this early, or already crowded?