ITPM Flash Ep107 Space Race 2.0: The Orbital Cloud

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

The next phase of the AI boom may not happen on Earth.

In this week's ITPM Flash, Alessandro Ameli explores a major shift in AI infrastructure — as data centres begin to reach physical limits in power, water usage, and grid capacity.

With projections suggesting AI could consume up to 50% of U.S. electricity demand by 2030, traditional data centre expansion is facing increasing constraints.

This is driving the emergence of a new concept: space-based data centres, also known as the orbital cloud.

Alessandro breaks down why companies are exploring AI data centres in space, including the advantages of continuous solar power, faster data transmission, and in-orbit computing — and why this could become a key part of the future space economy.

He then analyses Rocket Lab (RKLB), a leading space company with exposure across launch services, satellite manufacturing, and space systems. With increasing government contracts and growing demand for satellite infrastructure, Rocket Lab may be uniquely positioned within this developing trend.

Finally, he outlines an Option's structure with defined risk and large upside to take full advanatge on his fundamental view on the stock.