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The Economics of Orbital vs Terrestrial Compute

March 25, 2026

Analysis Orbital Data Centers SpaceX Terafab

SpaceX is betting on orbital compute. Last weekend, Tesla, SpaceX, and xAI announced Terafab: a $25B semiconductor fabrication facility in Austin targeting 2nm process technology, with the radiation-hardened D3 chip as its first space-grade produc...

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