SpaceX is exploring orbital data centers, and the financial logic is simple: space-based computing infrastructure could justify a valuation that already exceeds $350 billion.
The TechCrunch Equity team breaks down whether the physics and economics actually work. Cooling in vacuum, power generation via solar, and latency trade-offs for certain workloads are all on the table. The argument is not purely speculative. Low Earth orbit removes some thermal constraints that plague ground-based facilities, and SpaceX already controls the launch cost variable that would make or break any competitor attempting the same.
Read the full episode breakdown for the specific valuation math the hosts work through, and the counterarguments about why this could be a distraction from Starlink's more immediate revenue story.
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