Show notes
Welcome back to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing.
In this episode, we dive deep into the explosive topic of building AI data centers in space – why tech giants like Google (Project Suncatcher), Nvidia-backed Starcloud, Blue Origin, and even China are taking it seriously.
We explore the massive energy advantages (constant solar power, 5-20x cheaper energy), the key bottlenecks (launch costs, Starship's potential game-changer in 2026), and which workloads (training vs. inference) could thrive in orbit despite latency challenges.
We also break down recent market rotation after Fed rate cuts and QT end – why AI/software stocks pulled back but remain in early innings with strong fundamentals (McKinsey: AI workloads 3x by 2030, inference 5x at 35% CAGR). Plus, our take on the macro tailwinds, oversold growth names, and S&P 500 historical post-rate-cut rallies.
Finally, we discuss the wild geopolitical volatility from President Trump's tariff threats on European nations over Greenland – and how a last-minute "framework" deal eased the pressure, but uncertainty lingers.
Join host Puru Saxena with our expert panel:
Irnest (CFA, top-ranked analyst, ex-Societe Generale)
Anirban (PhD CS, ex-Motley Fool Australia)
Damia (ex-Citibank & investment banks)
Oyvind (ex-Peel Hunt, Berenberg, Arceau family office)
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Chapters:
00:00 Intro & Stock Market Rotation Update
02:09 Fed Rate Cuts, QT End & Sector Shifts (AI to Cyclicals/Russell 2000)
03:07 AI Fundamentals: Early Innings, McKinsey Projections & CoreWeave Inference Surge
04:29 Software Outlook: AI Agents, Infrastructure Winners, Cybersecurity & 3x TAM by 2037
07:18 Macro Tailwinds: Growth Rebound, Oversold Names & S&P 500 ~10-15% Potential
08:41 Panel Introduction & European Tariffs/Greenland Drama (Trump Threats & Deal Framework)
10:01 Damia on Tariff Strategy as Negotiation Tool & Lingering Volatility
11:50 Oyvind: Why AI Data Centers in Space? Power Bottleneck & Unlimited Solar Energy
13:58 Oyvind: Challenges – Launch Costs & Starship's 2026 Impact (Elon vs. Google Timeline)
15:12 Irnest: Key Players (Starcloud/Nvidia, Google Project Suncatcher, Blue Origin, China)
17:25 Irnest: Listed Companies with Exposure (EchoStar, Filtronic, Rocket Lab, Planet Labs, Intuitive Machines)
19:30 Damia: Government Boost – Trump's "Ensuring American Space Superiority" EO (Moon 2028, Lunar Outpost 2030)
20:42 Damia: Bonus Opportunities – Telecom Connectivity & Starlink Direct-to-Cell Synergies
21:40 Anirban: AI Workloads in Space – Training Wins, Inference Limits, Latency (20-500ms), Hybrid Models
25:26 Anirban: Critical Breakthrough Needed – Ultra-High-Bandwidth Optical Inter-Satellite Links (100 Tbps+)