The Economics of Orbital Data Centers Report
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
The technical challenges to orbital data centers are well understood, and boil down to the following:
After only a two months of 2026, this year is already shaping up to be the year of space data centers. In January, SpaceX filed with the FCC for up to 1M satellites (wild). A few days later, Starcloud followed with plans for 88,000 satellites of its own.
A catalogue of in-space propulsion options—vendors, products, and specs.
Earlier this week, Kepler (an optical comms relay business) launched its first ten 300-kg sats and announced a deal with OroraTech, to host its thermal sensors and speed up downlink via its laser-linked routing.
Some of that spectrum still sits in legacy hands, ripe for acquisition.
The deal resets SpaceX’s direct-to-cell (DTC) 5G ambitions, reshapes the DTC competitive landscape, impacts downstream competitor vendors, and could redefine the relationship between mobile carriers and satellite providers.
Satellite bus manufacturing used to be the domain of a handful of national aerospace primes. Over the past 20 years, however, two major startup waves have disrupted this status quo.
But there are enormous technical hurdles that need to be overcome. So, we spoke to Starcloud and Sophia Space, two startups building data centers in space, to understand the opportunity and separate the fact vs. fiction.