By Marc Berte, Founder and CEO of Overview Energy
AI is making energy valuable enough that we’re reconsidering where infrastructure should live. Space is increasingly where that conversation leads.
Orbital data centers are the most visible expression of that shift right now. They’ve attracted real capital, and SpaceX’s endorsement alone moved the conversation. But they’re one answer to a larger opportunity: continuous energy in space is now commercially viable, and the industry is still working out what that unlocks. Not just compute. The whole thing.
That’s the orbital energy economy, and it’s still early enough that the shape of it isn’t settled.
Launch costs alone undersell the shift
