Blue Origin, SpaceX race to bring data centers to space, WSJ reports

Jeff Bezos’ Blue Origin has had a team working for more than a year on technology needed for orbital AI data centers, while Elon Musk’s SpaceX plans to use an upgraded version of its Starlink satellites to host AI computing payloads, people familiar with the matter told The Wall Street Journal’s Micah Maidenberg and Becky Peterson. SpaceX is pitching the technology as part of a share sale that could value the company at $800B, according to the report’s sources. Publicly traded companies in the space launch and services area include Rocket Lab (RKLB), ViaSat (VSAT), EchoStar (SATS), AST Space Mobile (ASTS), Voyager Technologies (VOYG), Intuitive Machines (LUNR), FireFly Aerospace (FLY) and Virgin Galactic (SPCE).