SpaceX builds rockets, spacecraft and the Starlink satellite internet network.
Starlink has only 1.5-2% market penetration leaving massive headroom; computer rental (AI compute) is a 'heck of a business' with insatiable demand and no drop-off; space-based data centers solve land, power, cooling, and permitting bottlenecks with free real estate, deep-space radiative cooling, and 24/7 solar; SpaceX will launch AI compute satellites in 2025 leveraging its own launch capability and vertical integration.