Investors Overreacting To Starlink’s Threat To Traditional Telcos; Goldman Says Talk of space-based data centers has suddenly become a major conversation on Wall Street. One key driver is Elon Musk’s merger of SpaceX with his AI venture, xAI, aiming to eventually build “orbital data centers” at scale. With a potential IPO later this year, the space industry – first in low-Earth orbit, then on the moon – will be center stage for years to come. Goldman analysts, led by Andrew Lee, hosted a webcast titled “Space – Datacentres Opportunity and Telecom Risk,” featuring Justin Hotchkiss (Associate Partner), Gregor Eichler (Principal),… — Continue at ZeroHedge News : Read More
