ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud

ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud

From ITPM Podcast by Institute of Trading and Portfolio Management (ITPM)

March 23, 2026 · 7 min · Season 2 · Episode 107

About this episode

Alessandro Ameli discusses the emergence of space-based data centres as a solution to the limitations of traditional data centres amidst the AI boom.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! The next phase of the AI boom may not happen on Earth. In this week's ITPM Flash, Alessandro Ameli explores a major shift in AI infrastructure — as data centres begin to reach physical limits in power, water usage, and grid capacity. With projections suggesting AI could consume up to 50% of U.S. electricity demand by 2030, traditional data centre expansion is facing increasing constraints. This is driving the emergence of a new concept: space-based data centres , also known as the orbital cloud . Alessandro breaks down why companies are exploring AI data centres in space , including the advantages of continuous solar power, faster data transmission, and in-orbit computing — and why this could become a key part of the future space economy . He then analyses Rocket Lab (RKLB) , a leading space company with exposure across launch services, satellite manufacturing, and space systems. With increasing government contracts and growing demand for satellite infrastructure, Rocket Lab may be uniquely positioned within this developing trend. Finally, he outlines an Option's structure with…

People in this episode

Host: Alessandro Ameli

Topics covered

  • AI infrastructure
  • space-based data centres
  • orbital cloud
  • Rocket Lab
  • future space economy

Keywords

  • AI
  • data centres
  • space
  • Rocket Lab
  • electricity demand
  • orbital cloud
  • in-orbit computing

Mentioned in this episode

Organizations: Rocket Lab

Places: U.S., space, Earth

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