*THIS WEEK* Orbital Data Centres: Disruptive Infrastructure or Science Project?

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*THIS WEEK* Orbital Data Centres: Disruptive Infrastructure or Science Project?

EUROPE | Capital Goods EquityJuneResearch29, 2026

*THIS WEEK* Orbital Data Centres: Disruptive

Infrastructure or Science Project?

Join us for an expert discussion with Chuck Byers, CTO of the Industry IoT

Consortium, as we explore one of the most ambitious ideas in infrastructure

today: data centres in space. Could this unlock a step-change in AI compute,

or remain a niche concept? We’ll dive into the technology, economics and

disruptive potential shaping this emerging frontier, register here.

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Date: Thursday, 2nd July 2026

Time: 2:00 PM GMT / 3:00 PM CET / 9:00 AM EDT

Speaker: Chuck Byers, Chief Technology Officer - Industry IoT Consortium

Host: Lucas Ferhani - European Capital Goods

To register for the call, please click on the following pre-registration link HERE

For Institutional Investors Only

Background

Data centres in space are being explored as a potential workaround to the growing constraints

on terrestrial hyperscale infrastructure, namely power, cooling, land and permitting. The

concept relies on near-constant solar generation and vacuum-based heat dissipation, but

in practice requires lifting heavy compute infrastructure into orbit, with significant cost and

servicing challenges.

Early designs suggest modest multi-MW capacity per launch, well below terrestrial multi-

GW scale, while economics remain highly sensitive to launch costs and reliability. As launch

costs are expected to come down, the key debate is whether this could be a genuine future

architecture for AI compute, or a technically interesting but economically marginal concept.

Discussion Topics

What problem is this really solving: Is the core driver power scarcity, grid constraints, water•