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The full Orbital Data Center Report is the convergence of all Mach33 diligence on orbital data centers; the complete narrative for the value of ODCs. This analysis is the synthesis: terrestrial hits a grid wall, orbital crosses the cost curve as SpaceX's stack matures, and four investor gates collapse to only one operator.
Terrestrial VS Orbital Cost ($/GW) Crossover
Apr 28, 2026
Arianespace flew its second Ariane 64 in the four-booster configuration from French Guiana, deploying 32 Amazon Leo satellites on the LE-02 mission. The flight is the second of an 18-launch contrac...
Analysis
Members
Aaron and Vlad walk through our new 80-page Orbital Data Center report and lay out the thesis: terrestrial power constraints push compute off-planet, and orbital costs cross terrestrial costs between 2029 and 2032. We cover the triangular bottleneck (compute, solar, thermal), a useful-life correction we disclosed live, and what the timing means for the SpaceX IPO growth multiple. We also flag two news items: the New Glenn mishap and grounding, and today's FCC vote on EPFD.
Apr 27, 2026
SpaceX scrubbed its first Falcon Heavy launch in 18 months on Apr 27 due to weather and reset for an Apr 29 attempt from Kennedy Space Center carrying ViaSat-3 F3, the third and final spacecraft in...
Apr 26, 2026
The FCC is scheduled to vote on April 30 on a Report and Order that replaces decades-old satellite spectrum-sharing rules with a modern performance-based regime in the bands Starlink and other LEO ...
Apr 24, 2026
The U.S. Space Force awarded up to $3.2 billion across 12 companies for space-based interceptor prototypes under Golden Dome. Awardees include SpaceX, Anduril, Lockheed Martin, Northrop Grumman, Ra...
Apr 23, 2026
SpaceX filed an FCC application, SES-LIC-20260306-00745, for a new gateway earth station called "First of Its Name" at its Starlink manufacturing campus in Bastrop, Texas. The filing describes 40 a...
Apr 23, 2026
FCC order DA 26-398 dismissed with prejudice SpaceX's RM-11975 petition on the Big LEO 1.6/2.4 GHz NGSO MSS sharing plan, Iridium's parallel petition, Kepler's market-access application in the same...
Apr 23, 2026
Blue Origin CEO Dave Limp confirmed that the NG-3 anomaly, which stranded AST SpaceMobile's BlueBird 7 at a 95-mile orbit against a 285-mile target, was caused by one of the two BE-3U upper-stage e...
Apr 23, 2026
The FCC granted AST SpaceMobile commercial authority to deploy 248 satellites and provide direct-to-device cellular broadband in the U.S. using 700 MHz and 800 MHz spectrum coordinated through Veri...
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