Back to Insights

Orbital compute is becoming a market

1 min read

Orbital data centers are becoming a real category, not just SpaceX's territory anymore.

Last week Jeff Bezos' Blue Origin filed with the FCC for "Project Sunrise": more than 50,000 satellites performing high-energy compute in orbit. (Read more)

Nvidia announced a space-grade module of its Vera Rubin platform designed for in-orbit compute. Startup Starcloud already trained Gemini in orbit. China filed for 200,000 satellites. SpaceX filed for a million. When your GPU supplier is shipping for zero gravity, this isn't science fiction anymore.

SpaceX isn't thrilled about the competition. The company promptly sent a letter to the FCC urging regulators to reject Blue Origin's application, arguing that Amazon's involvement presents a conflict of interest — Bezos owns Blue Origin and chairs Amazon, whose own satellite network (Project Kuiper) would overlap with the orbital compute space. 


Enjoyed this article?

Subscribe for private market insights delivered to your inbox.

LBXpro

Stay in the loop

Get private market insights and platform updates delivered to your inbox.

Nothing on this site and the investment platform is intended as an offer to purchase or sell securities or a solicitation or recommendation of our securities transaction. Any financial information presented on the site and the investment platform are opinions, were prepared without taking into account your objectives, financial situation or needs. Investment results are not guarantees of future results.

© All rights to the site are protected, seePrivacy Policy

Leo

AI analyst

Ask anything

Companies, valuations, IPO plans, market activity