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SpaceX's near-term AI payoff seen tethered to Earth, not outer space
July 10, 2026
Altman Solon's Anthony Milovantsev is featured in a Reuters article examining why terrestrial AI infrastructure is expected to drive SpaceX's near-term growth, while orbital computing remains a longer-term opportunity.
The piece explores how SpaceX's investments in AI compute infrastructure and enterprise partnerships are positioning the company to capitalize on growing demand for AI capacity, while highlighting the technological and economic hurdles that still stand in the way of space-based computing. Anthony explains why terrestrial data centers are expected to remain the primary foundation of AI infrastructure for at least the next decade.
