In 1900, if you wanted to power a factory, you built your own generator.
Then the grid arrived. The constraint – not the technology, the capital, or the ambition – disappeared overnight. What followed was an entirely new industrial era.
AI is living in its ‘generator moment’ right now. And the grid that’s coming isn’t on the ground. It’s in orbit.
Orbital compute – AI data centers launched into low Earth orbit, powered by limitless solar energy, cooled by the void of space, beaming processed results back to Earth via laser link – is already being built. And the investment opportunity taking shape around it may be the largest we’ve seen in a generation.
This post originally appeared at InvestorPlace.