Powering AI From Orbit: MACOM, Coherent, STM, Hamamatsu (Pt.4)
Heritage determines the clear near-term winners in Space DC optical networking (2026–2029), while inter-orbit links represent the only category of truly incremental photonic demand.
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The quiet German monopoly behind the compound semiconductor chips that AI data centers cannot be built without.
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The orbital AI data center as tight satellite clusters: redefining photonic demand and unlocking compute beyond Earth’s physical limits.
SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.2)
AI compute has outgrown Earth’s power, cooling, and land walls — Starship and advanced solar cell chemistry now make the orbital Musk Stack economically inevitable.