Elon Musk detailed SpaceX plans for solar-powered AI satellites in a June 9 video, highlighting existing Starlink technology and Starship scale as enablers for orbital compute ahead of the company's IPO.
Alphabet, Amazon, Meta, and Microsoft have forecast a combined $650 billion in 2026 capital expenditures, a 60% year-over-year increase driven by AI data center construction, raising questions about returns, power constraints, and whether the spending boom can sustain itself.
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