1148 ET - Truist Securities analysts are increasingly fielding questions about the possibility of space-based data centers, likely stemming from SpaceX's recent stock market debut, they say. The analysts expect the concept could become a feasible option toward the middle or later part of the next decade, but say they don't see it as a tangible threat to data center companies like Equinix and Digital Realty Trust given how strong demand is. "The sheer concept of evaluating space-based data centers supports our view that favorable supply/demand dynamics benefiting terrestrial Data Center platforms persist for the foreseeable future," they say. Additionally, space-based data centers could be complementary to land-based data centers, rather than a replacement, given they could take on more power-intense training and in-orbit-generated data, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 29, 2026 11:49 ET (15:49 GMT)

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