When we look at SpaceX, we see rockets. But what global capital markets are increasingly seeing is the ultimate data pipeline. The record-shattering market debut of SpaceX may someday be remembered as more than a milestone for Elon Musk or the space industry. It may mark the moment the world recognized that the race for artificial intelligence is no longer just a software boom—it is a physical, industrial revolution. While SpaceX builds in the heavens and AI builds in the digital cloud, they are fundamentally tethered by the same economic reality: the dramatic reduction in the cost of infrastructure.
Read Full Article »
