Michal Hlavacka @Michalhla: "𝐒𝐩𝐚𝐜𝐞 𝐛𝐚𝐬𝐞𝐝 𝐀𝐈 𝐝𝐚𝐭𝐚𝐜𝐞𝐧𝐭𝐞𝐫𝐬 Nice little..."

Michal Hlavacka shared a post via @AI-DataCenters

Smart Portfolio

𝐒𝐩𝐚𝐜𝐞 𝐛𝐚𝐬𝐞𝐝 𝐀𝐈 𝐝𝐚𝐭𝐚𝐜𝐞𝐧𝐭𝐞𝐫𝐬 Nice little summary by the AI infrastructure smart portfolio. I would add that $NVDA (NVIDIA Corporation) has already introduced a space-specific Vera Rubin Module called NVIDIA Space-1. It is a bit counterintuitive, but the vacuum of space is horrible for cooling, as there is zero heat conductivity (no particles to transfer the heat to in the vacuum), and all of it has to be radiated via cooling radiators, which is technically more challenging than cooling on Earth.

@AI-DataCenters

Smart Portfolio

2mo

🚀 Space-Based AI Data Centers: The Next Frontier for AI Infrastructure Is Literally Out of This World Space-based data centers are moving from science fiction to serious business, with Elon Musk, Google, and Jeff Bezos all placing bets on orbital computing infrastructure. For the AI-DataCenters portfolio, this creates a clear split — chip makers stand to gain while traditional data center REITs face a long-term threat. 👉 $NVDA (NVIDIA Corporation) is already embedded in this trend — Lonestar Data Holdings, which has launched four space-based data center payloads, is part of Nvidia's Inception program. Scaling orbital AI compute means more demand for advanced GPUs and accelerators. 👉 $AMD (Advanced Micro Devices Inc) and $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR), along with other chip makers, could also benefit — space-based infrastructure requires cutting-edge chips and advanced manufacturing, driving foundry and fabless demand higher. 👉 On the flip side, $EQIX (Equinix Inc), $DLR (Digital Realty Trust Inc), and $GDS (GDS Holdings Ltd-ADR) could face long-term pressure. Orbital data centers eliminate the two biggest operating costs for terrestrial facilities — cooling and energy — by using the vacuum of space and continuous solar power. 👉 Timelines remain uncertain. SpaceX targets its first orbital data center launch as early as 2028, but Bezos cautioned that near-term projections are likely optimistic. 🔗 Read more: finance.yahoo.com/markets/article/elon-musk-wants-to-put-data-centers-in-space--heres-what-that-could-actually-look-like-143000204.html ✨ eToro's @AI-DataCenters Smart Portfolio provides exposure to companies powering the infrastructure behind AI. The portfolio is available with a minimum investment of $500 and includes holdings such as $NVDA, $AMD, $TSM, $MSFT (Microsoft), $GOOGL (Alphabet Inc Class A), $AMZN (Amazon.com Inc), $AVGO (Broadcom Inc), $VRT (Vertiv Holdings Co), $ANET (Arista Networks Inc), $ORCL (Oracle Corporation), $MU (Micron Technology, Inc.), $EQIX, $DLR, $BABA (Alibaba-ADR), and $CIEN (Ciena Corp) . Past performance is not an indication of future results. Forecasts are not a reliable indicator of future performance.

Not investment advice. The author may have financial interests in the mentioned instruments.

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NVIDIA Corporation

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