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TBD | Data Center Space Race

Dec 19, 2025
In this discussion, Eric Berger, a space reporter at Ars Technica and author on SpaceX, dives into the thrilling concept of space-based data centers. He unveils how SpaceX's upcoming IPO could revolutionize this domain, enabling ambitious projects in orbit. Berger tackles the challenges of building these facilities and the implications for AI growth. He also highlights the concern of space congestion and its environmental impact, while connecting the dots to Musk's broader Mars ambitions. The conversation is an exciting look into the future of data and space!
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INSIGHT

SpaceX Has A Unique Technical Edge

  • SpaceX is uniquely positioned to build space data centers due to its launch capacity and satellite experience.
  • Eric Berger says Elon’s tweet was the first sign SpaceX might pivot into orbital infrastructure development.
ANECDOTE

Berger Texted SpaceX After Musk’s Tweet

  • Eric Berger texted a SpaceX contact when Elon announced data center plans because he hadn’t heard about it internally.
  • That exchange highlighted how the plan surfaced publicly before Berger saw internal signs.
INSIGHT

IPO As A Fuel For Ambition

  • An IPO would supply the enormous capital needed to scale orbital data centers quickly.
  • Berger links the fundraising need to Elon’s desire to compete in AI and accelerate SpaceX programs.
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