Cameron Crain

Gavin Baker: "the most important thing that’s going to happen in the world in the next three to four years is data centers in space." If this ever happens, SpaceX is the only company that can actually build this. They're possibly going public in mid 2026 at a $1.5 trillion valuation, the largest IPO ever. SpaceX expects to use some of the funds raised in the IPO to develop space based data centers, including purchasing the chips required to run them. Elon Musk has publicly confirmed that "SpaceX will be doing" orbital data centers, and the company is already testing NVIDIA H100 GPUs in space.​ SpaceX is currently seeking a valuation of $800 billion in private markets. A $1.5 trillion IPO represents roughly an 1.9x jump from that valuation. But here's the thing, if Gavin's right and space data centers become the foundational infrastructure layer for AI compute, that valuation could still look cheap down the road. Think about it this way, every AI company that wants unlimited, low cost compute at scale would need SpaceX's launch capacity and Starlink infrastructure. You're not just buying a rocket company, you're buying the pipe for the next era of AI infrastructure.