Morgan Stanley's Adam Jonas Explores SpaceX IPO, Emerging Orbital Data Center Race [zero hedge]
Morgan Stanley (MS)
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Source: zero hedge
Morgan Stanley's Adam Jonas Explores SpaceX IPO, Emerging Orbital Data Center Race Let's recap what's unfolded over the past few weeks as America's space industry prepares to gain momentum: Elon Musk confirms SpaceX is going public, with space-based data centers secured. Orbital data centers are set to bypass Earth-based infrastructure constraints. As we declared at the time: The orbital data center space race has officially begun. We've highlighted comments from Elon Musk, Jensen Huang, Jeff Bezos, and Sam Altman about space-based data centers, and analyzed a white paper from Nvidia-backed startup Starcloud that makes a compelling case for low Earth orbit data centers operating as a constellation to address Earth's looming power crunch and land constraints. Tesla-bull Adam Jonas from Morgan Stanley added more color about the SpaceX IPO and orbital data centers in a recent note to clients. Jonas noted that an $800 billion valuation, if accurate, would make OpenAI the highest-valued pr
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