The commercial space economy — launch, orbital infrastructure, and the capital reshaping the aerospace supply chain.

As space systems become tied to AI, defense, and real-time computing, the next phase may favor fewer high-capability platforms built around power and processing over low-cost, distributed networks.

Space has moved from niche theme to one of the fastest-growing institutionally investable sectors. The pending IPO of the world's most valuable private company is a catalyst — but the real story is what comes after.

Data centers are involved in almost every digital interaction, from streaming and e-commerce to banking and AI applications. As the AI revolution continues, current data centers are facing mounting structural constraints.

As the global space economy transitions from a government domain into a commercial and private investment frontier, investors are looking far beyond our atmosphere.
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