What SpaceX's S-1 Actually Says About Putting AI in Orbit
Jun 16, 2026AI Infrastructure·Noah Ogbi·8 minJun 16
SpaceX's IPO registration statement describes a plan to deploy orbital AI compute satellites as early as 2028, betting that space solves the power and cooling constraints strangling terrestrial AI infrastructure. The financials tell a more grounded story: the only profitable segment is Starlink broadband, which funds everything else.