ARK Foresees $160 Billion Revenue Potential for Starlink, with Orbital Data Centers Set to Dwarf It

Deep News05-08 15:00

ARK Investment Management founder Cathie Wood believes that Elon Musk's SpaceX could reap significant benefits from orbital data centers. In a video posted on social platform X on Thursday, Wood expressed strong optimism about SpaceX, noting that investment opportunities have improved as the company prepares for its initial public offering (IPO). She also addressed questions about whether SpaceX would remain in ARK's venture fund holdings.

"We don't have to sell SpaceX shares because the ARK Venture Fund is a public-private vehicle," Wood stated. However, the firm indicated it might reduce its SpaceX stake after the company goes public, as ARK aims to maintain an 80% allocation to private companies and 20% to public companies in its Venture Fund.

"Our research suggests that Starlink alone has a revenue potential of $160 billion. ARK believes the opportunity presented by orbital data centers could far exceed that of Starlink," ARK wrote in the post. Musk responded to the video with a comment stating, "Interesting." It is worth noting that ARK's recent report showed SpaceX accounted for 17.02% of the net assets in its Venture Fund as of the end of the first quarter of 2026.

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