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Updated through the day. Every headline links straight to the source. The two lines underneath are ours.
AI infrastructure demand, particularly for compute-in-orbit and satellite connectivity, is pulling capital into space tech alongside the usual defense and comms drivers. Investors watching AI-adjacent capital flows should note this as a parallel boom, not a subset of it. Founders in space tech have a wide-open fundraising window right now.
Space-based data centers sound speculative until you notice the actual constraint driving this: grid power and land for terrestrial data centers are running out faster than anyone modeled two years ago. This is a bet that launch costs keep falling faster than the physics problems of thermal management and radiation hardening get harder. For infra investors, treat this as a hedge position, not a core thesis yet.