**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 centers in orbit that are ultimately lower cost than terrestrial data centers."
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