“The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery... Space cooling is free. You just put a radiator on the dark side of the satellite.”

Deadline is end of 2029. Baker restated the thesis in May 2026, saying orbital compute's feasibility and economics would be proven 'within the next two years' and that it would begin capturing meaningful market share by the end of the decade.