Firefly: The space race for orbital data centers is starting. Affordable rocket launches are crucial - my hot stock favorite!

The push by giants like Google and SpaceX toward orbital data centers marks a paradigm shift. SpaceX is reportedly in talks with Google about rocket launches to establish orbital data centers. Space is evolving from merely a data transmission medium to an active computing node. Success in orbit will hinge on a critical bottleneck: physical transport capacity and the integration of intelligent hardware. This is emphasized by Baiju Bhatt, CEO of Cowboy Space - a recently funded start-up for orbital AI infrastructure with $275 million - who openly...