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Deep & Emerging Tech·June 27, 2026·1 min read

SoftBank’s CEO isn’t the only one with questions about Elon Musk’s orbital data center hype

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Skepticism from capital allocators on orbital data centers is a reminder that not all AI-era infra narratives clear the physics and unit-economics bar. If you're planning around exotic compute options, treat them as optionality, not baseline capacity, until power, latency, and servicing models are proven.