r/stocks
Spacex orbital datacenter buildout as a dual-use tech for laser missile defense
SpaceX's orbital datacenter power scaling supports its high valuation and future dual-use laser missile defense applications.
- Starlink satellite bus power is scaling exponentially, enabling massive orbital datacenters.
- Orbital datacenters have dual-use potential for advanced laser missile defense, justifying higher valuations.
- Current SpaceX valuation is significantly higher than its actual revenue.
- Laser missile defense applications are highly speculative and not expected until the 2030s.
Hey guys, current spacex valuation is way above the revenue, however datacenter buildout needs both power and radiator advancements (next to cheap launch capabilities). Let's ignore for now that they can already add kinetic interceptors there and look into lasers.
Elon musk said few times how once you get lasers in space- you win.
Starlink buses went from roughly 4 kW to \~7 kW to \~15 kW (V2 Mini) to 100+ kW on the V3 buses built for orbital dcs. It 10× every five years. They will have megawatt-class boost-phase interceptors for the Golden Dome in the early-to-mid 2030s
Speculation: https://macroplane.com/blog/spacex-stock-space-defense