Elon Musk’s Space Data Centers: 3 ETFs to Ride the AI Boom to the Stars

Core Insights - The article discusses the challenges faced by data centers due to the AI boom, including high energy consumption, land scarcity, and regulatory hurdles, and presents Elon Musk's proposal to move data centers to space as a solution [3][4]. Group 1: SpaceX's Innovations - SpaceX plans to establish orbital data centers using Starlink satellites, which will be powered by solar energy to support efficient AI operations [4][5]. - The company has evolved significantly since its inception in 2002, now valued at over $200 billion, with projected revenue of $15.5 billion for the current year, marking a 25% increase from 2024 [6]. Group 2: Investment Opportunities - Average investors cannot directly invest in SpaceX due to its private status, but can gain indirect exposure through exchange-traded funds (ETFs) and mutual funds that hold stakes in SpaceX or related public companies [7]. - Recommended ETFs for gaining exposure to SpaceX include ARK Venture Fund, which allocates about 8% of its portfolio to SpaceX, ERShares Private-Public Crossover ETF, and The Destiny Tech100 [8][9].