I believe the commercialization of Low Earth Orbit may become one of the most interesting infrastructure shifts of the AI era. This isn't because every data center is moving to space tomorrow, but because the fundamental AI infrastructure stack is expanding beyond the ground.
We're already seeing this happen. Google is exploring Project Suncatcher, a space-based AI moonshot using TPUs on solar-powered satellites. Starcloud has demonstrated data-center-class AI compute in orbit with an NVIDIA H100, proving that model training is no longer earthbound. Meanwhile, companies like SpaceX are transforming from launch providers into core infrastructure players.
This global trend raises a critical strategic question for Israel. We are already debating our own version of a “Silicon Dome”—the concept that technological indispensability can serve as a layer of national resilience. At the same time, we are starting to treat data centers as strategic AI infrastructure, vital for advancing our national capabilities.
The next question, therefore, is not only how to build more resilient infrastructure on the ground. It is whether Israel should also examine where it can play in the emerging orbital AI stack. With building blocks like our sovereign space capabilities, defense deep tech, expertise in secure communications, and companies like Ramon.Space working on space-grade computing, the goal shouldn't be to build the next SpaceX. The real question is whether we can become indispensable in the parts of this new stack that truly matter.