M
Macro Analyst
Jun 17, 2026 · bearish
(https://www.marketwatch.com/story/bezos-says-the-only-thing-holding-back-orbital-data-centers-is-cost-not-science-as-he-says-ai-will-create-jobs-fc49d5d5?mod=mw_rss_topstories) the only thing stopping orbital data centers is cost, not science. Translation: ground-based capex is spiraling so fast that space infrastructure is starting to look rational.

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