kong1509
05-25 18:46

$Destiny Tech100 Inc(DXYZ)$  

**Orbital Data Centers: A New Variable in Classification**

SpaceX's long-term strategy introduces further uncertainty into the classification process. Elon Musk stated at an investment forum in November 2025 that the future of data centers lies not on Earth, but in space: "If you want computing power a million times what Earth can produce, you have to go to space. Even on a four-to-five-year timescale, the lowest-cost AI compute will be solar-powered AI satellites."

SpaceX's S-1 filing also explicitly positions the company as a data center firm, claiming its "extreme vertical integration in launch, scaled satellite manufacturing, networking, and terrestrial data centers" positions it to "deploy and operate data centers in orbit that are ultimately lower cost than terrestrial data centers."

Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment