$Destiny Tech100 Inc(DXYZ)$ **Orbital Data Centers: A New Variable in Classification** SpaceX's long-term strategy introduces further uncertainty into the classification process. Elon Musk stated at an investment forum in November 2025 that the future of data centers lies not on Earth, but in space: "If you want computing power a million times what Earth can produce, you have to go to space. Even on a four-to-five-year timescale, the lowest-cost AI compute will be solar-powered AI satellites." SpaceX's S-1 filing also explicitly positions the company as a data center firm, claiming its "extreme vertical integration in launch, scaled satellite manufacturing, networking, and terrestrial data centers" positions it to "deploy and operate data c
$Destiny Tech100 Inc(DXYZ)$ DXYZ is heavily invest in AI industry, especially SpaceX (merged with xAI), also the OpenAI, Althrophic and Others. A recent research note from the firm argues that SpaceX should No longer be viewed merely as a rocket manufacturer, but rather as "the infrastructure layer for a future space economy."
$SanDisk Corp.(SNDK)$ SanDisk is moving up steady last week. It is due to the biggest AI hyperscalers - that is, large cloud-services and technology providers like Amazon.com (AMZN), Alphabet $(GOOGL)$ $(GOOG)$, Meta Platforms (META), Microsoft $(MSFT)$ and Oracle $(ORCL)$ - will spend $755 billion on capital expenditures this year, an 83% jump, Goldman Sachs analysts said in a note on Thursday. To help facilitate that, those companies cut buybacks by nearly two-thirds in the first quarter.
$SanDisk Corp.(SNDK)$ SanDisk is continuously moving up steady at the beginning of May 2026. On the news, SanDisk and Western Digital announced their latest financial reports yesterday. The SanDisk conference call disclosed that five multi-year supply agreements have been signed, with minimum contract revenue of about $42 billion and financial guarantees exceeding $11 billion, covering more than one-third of shipments in fiscal 2027. Therefore, the SanDisk share may extend to move up till 2027 or more longer time due to thankfully AI industry and major 4 big companies (Amason, Misrosoft, Google, Meta) have committed to increase the capital expenditure 700 billion soon.