Bezos and Musk set their sights on space, aiming to boost AI

Wallstreetcn
2025.12.12 13:37

Bezos and Musk are exploring the establishment of orbital data centers to meet the demands of artificial intelligence (AI) on Earth, bringing a new "space" focus to the current AI narrative that investors are cautiously treating and facing the "cover curse." Matthew Tuttle, CEO of Tuttle Capital, believes that the investment advantage lies in discovering that capital first flows into space infrastructure and edge computing, as power shortages are the main limitation to current AI expansion. He proposed a three-phase investable roadmap, starting with current Earth observation and airborne inference ("sky brain"), evolving to dedicated AI satellite computing, with the ultimate goal of the highly challenging space solar power beam transmission. As of 2025, Rocket Lab has risen 154.53%, Broadcom has increased by 75%, Microchip Technology has grown by 21.47%, while Redwire has fallen by 54.99%

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