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SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
With roughly half of planned U.S. data center buildouts this year expected to be delayed or canceled amid mounting power constraints and local opposition, tech bros are increasingly looking beyond Earth and toward space for the next phase of compute expansion.
This dovetails with one of our most investable themes, "Data Centers In Space Are Coming: Here's How To Profit," in which we outlined how SpaceX, leveraging Starship's affordable launch costs and the Starlink network, could make it commercially viable...
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May 24, 2026 / Dave DeCamp
Sen. Lindsey Graham Backs Trump’s Suggestion To Tie Any Iran Deal To Expanding Abraham Accords
Sen. Lindsey Graham on Sunday backed President Trump’s suggestion that any deal with Iran could be tied to expanding the Abraham Accords, the diplomatic deals under which the UAE and Bahrain normalized relations with Israel in 2020. But the idea of normalizing relations with Israel has very little support among the Gulf Arab countries that […]
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Jul 14, 2026 / Kyle Anzalone
Trump Walks Back Plan to Charge Tolls in Strait of Hormuz
Just a day after announcing that the US would charge a 20% security fee for ships transiting the Strait of Hormuz, President Donald Trump reversed his decision under pressure from US allies. On Monday, Trump asserted that the Strait would remain open to non-Iranian traffic, and the US would protect shipping. “The U.S.A. will be, […]
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May 21, 2026 / Tyler Durden
Ayatollah Orders Highly-Enriched Uranium To Remain In Iran, Stymying Trump's Basis For Deal
Ayatollah Orders Highly-Enriched Uranium To Remain In Iran, Stymying Trump's Basis For Deal
The illusion of a grand diplomatic breakthrough in the Middle East is once again colliding with reality. The White House has been busy trying to paint a picture of a total capitulation by Tehran, which hasn't been demonstrated given its consistent position defying Washington's demands on the nuclear issue.
According to two senior Iranian officials speaking to Reuters, Iranian Supreme Leader Mojtaba Khamenei has drawn a hard line in the sand, ordering that Iran's stockpile of uranium enriched...
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