PremiumInside The SpaceX AI1 Orbital Data Center: Can It Compete With Terrestrial? Here's The Full Math
Last December, when SpaceX's plan to IPO was still a distant vision (amid rumors of a valuation of "only" $800BN, or less than half where the company finally landed), we laid out a blueprint of what data centers in space would look like, and also recommended a handful of public companies for those who wanted to invest in this theme.
Fast forward nearly 7 months later when, with SPCX now public (if briefly dipping below its IPO price earlier today), we refresh on the sector and the cost model, and share some further analysis around optical/lasers, spectrum, solar, radiator, and compute density. Additionally, we use the latest Deutsche Bank research on SpaceX (available to pro subs) to factor in the latest thoughts and disclosures from the Musk regarding its AI1 satellite and Starmind constellation.