@BenjaminDEKR: Isn't SpaceX's bull case with orbital AI based on "earth datacenters will be blocked / won't be built?" But earth datac…
Summary
A tweet questions the SpaceX bull case for orbital AI data centers, arguing that Earth-based data center construction is accelerating rather than being constrained, citing a +73% YoY surge to a record $85B annualized rate in US data center construction spending.
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Cached at: 10/04/26, 07:09 AM
Isn’t SpaceX’s bull case with orbital AI based on “earth datacenters will be blocked / won’t be built?”
But earth datacenters ARE being built, more and faster than ever? 🤔
The Kobeissi Letter (@KobeissiLetter): BREAKING: US data center construction spending surged +73% YoY in August, to a record annualized rate of $85 billion.
This follows a +65% YoY increase in June and marks the largest YoY increase since April 2025.
Since the start of 2021, data center construction spending has
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