Elon Musk and Jeff Bezos are reportedly moving their rivalry to orbital AI data centers. The idea is to move the heavy power consumption of AI models off-planet to take advantage of solar energy in space. Blue Origin has had a team working on this for over a year, while SpaceX plans to integrate AI computing into updated Starlink satellites. There are still major technical hurdles like getting rid of heat in a vacuum, but the news moved the market. Rocket Lab (RKLB) jumped over 8% on the potential demand for launches. AST SpaceMobile (ASTS) rose 5%, likely on speculation about infrastructure builds, while Redwire (RDW) dropped about 1%.