AI Data Centers in SPACE + EU Tariff

Welcome back to AlphaTarget Pulse – your go-to podcast for sharp insights on markets, business, technology, and investing. In this episode, we dive deep into the explosive topic of building AI data centers in space – why tech giants like Google (Project Suncatcher), Nvidia-backed Starcloud, Blue Origin, and even China are taking it seriously. We explore the massive energy advantages (constant solar power, 5-20x cheaper energy), the key bottlenecks (launch costs, Starship's potential game-changer in 2026), and which workloads (training vs. inference) could thrive in orbit despite latency challenges. We also break down recent market rotation after Fed rate cuts and QT end – why AI/software stocks pulled back but remain in early innings with strong fundamentals (McKinsey: AI workloads 3x by 2030, inference 5x at 35% CAGR). Plus, our take on the macro tailwinds, oversold growth names, and S&P 500 historical post-rate-cut rallies. Finally, we discuss the wild geopolitical volatility from President Trump's tariff threats on European nations over Greenland – and how a last-minute "framework" deal eased the pressure, but uncertainty lingers. Join host Puru Saxena with our expert panel: Irnest (CFA, top-ranked analyst, ex-Societe Generale) Anirban (PhD CS, ex-Motley Fool Australia) Damia (ex-Citibank & investment banks) Oyvind (ex-Peel Hunt, Berenberg, Arceau family office) AlphaTarget publishes in-depth research on high-growth, disruptive public companies. Want access? Check out our subscription at https://alphatarget.com Subscribe for more episodes every couple of weeks, like if this added value, and drop a comment: Do you think AI data centers in space will happen in 5 years or 10+? Thanks for watching – see you in the next one!