Space Data Center Supply Chain
NickyAds@nickyads
· 1
−10.7%
since Oct 2
Practiced to −0.7% before going real.
Practice chapter: simulated results; no money was invested.
The idea
I believe compute is heading to orbit over the next decade, driven by free solar power, radiative cooling, and falling launch costs, while markets still price space companies on launch and defense contracts rather than orbital demand. Since the pure orbital data center players are mostly private, I own the supply chain underneath: rad-hard silicon, satellite buses, optical links, power and thermal hardware, plus large-cap ballast that holds up even if this arrives slower than expected.
What it owns
- Suppliers of radiation-hardened semiconductors and space-qualified chips that every orbiting computer must use. · Microchip TechnologyIt makes the radiation-hardened microcontrollers and FPGAs that any computer running in orbit must use to survive cosmic rays., Teledyne TechnologiesIt supplies space sensors, imaging chips and rugged electronics already proven on satellites, winning more orders as orbital hardware volumes grow., Texas InstrumentsIt makes space-qualified analog and power-management chips that convert solar power and read sensors in every orbiting computer., STMicroelectronicsIt sells space-grade chips, power components and sensors already qualified for orbit as a growing line of business.24%
- Builders of satellite buses, structures, platforms and launch services that form the physical foundation for orbital data centers. · Rocket LabIt builds the satellite buses and platforms that orbital data centers sit on and provides the launch to put them in orbit., L3Harris TechnologiesIt builds satellite payloads and space electronics at scale for defense programs, with the same factories able to serve commercial orbital compute., RedwireIt makes in-space infrastructure like solar arrays and structures for building and maintaining orbital systems., Firefly AerospaceIt builds launch and orbital transfer vehicles that deliver hardware to the right orbit, winning if falling launch costs sustain., Voyager TechnologiesIt is building commercial orbital platforms designed to host compute and other applications in space.23%
- Large established companies with existing space revenue that benefit from orbital compute growth but do not depend on it. · NVIDIAIt makes the GPUs that orbital compute projects are already designing around, so it wins whether computation shifts to space or stays on Earth., AlphabetIt is running Project Suncatcher, a direct research effort toward solar-powered compute in orbit, while maintaining its core search and cloud business., Honeywell InternationalIt supplies avionics, guidance and control systems that orbital platforms need whether or not they host data centers.20%
- Makers of lasers, photonics and optical systems that move data between satellites and back to Earth. · CoherentIt makes the lasers and optics for intersatellite links that move data between satellites without touching the ground., Lumentum HoldingsIt supplies photonics and high-speed optical components for data links in orbit and in ground data centers feeding them., Iridium CommunicationsIt operates a satellite network with working intersatellite links, proving the connectivity layer is feasible and benefits as more traffic routes through orbit.12%
- Suppliers of solar power systems, thermal management, batteries and heat rejection hardware for compute in orbit. · AmphenolIt makes space-grade connectors and interconnects that wire orbital systems together, required regardless of what compute platforms carry., Modine ManufacturingIt builds thermal management hardware for data center cooling now, with expertise directly applicable to rejecting heat from compute in space., EnerSysIt makes specialty batteries for satellites to run through the dark half of every orbit, essential to pair with solar power.12%
- Cash9%