Analysis & Insights

Curated data and analysis on the trends shaping the space economy.

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Inside Musk’s Plan for 100 GW of Compute in Orbit

November 05, 2025

Executive SummaryMusk’s O’Neillian Turn Elon Musk’s pivot toward orbital-scale computing signals a major shift in focus from communication networks and Mars to large-scale data infrastructure in Earth orbit. By pursuing high-Earth-orbit compute pl...