1. China’s BYD Co Ltd has overtaken Tesla as the world’s largest electric vehicle (EV) seller, selling around 2.25 million EVs in 2025. Tesla reported declining sales and profits due to competition from Chinese automakers and an aging product lineup. BYD’s success was attributed to scale, pricing power, and strong domestic demand.
2. China Aerospace Science and Technology Corporation plans to launch space-based AI data centers over the next five years. These systems aim to integrate cloud, edge, and device-level computing, processing data collected on Earth directly in orbit for improved speed and reduced transmission needs.
3. SpaceX is preparing for a high-profile IPO, focusing on deploying AI data centers in orbit to address Earth’s energy limits. The company plans to launch solar-powered AI data center satellites within the next few years, aiming to reduce pressure on Earth-based infrastructure and enable more complex AI tasks to run off-planet.
4. Google, NVIDIA, and Blue Origin are also exploring space-based AI. Google’s Project Suncatcher aims to place AI computing hardware into orbit using solar-powered satellites. NVIDIA successfully launched Starcloud 1 with an NVIDIA H100 GPU for AI model training in space. Blue Origin is developing systems to support AI workloads in orbit.
5. Space is becoming the next battleground for technology leadership, with companies like SpaceX, Google, NVIDIA, and Blue Origin shaping the future of computing in space. As SpaceX plans its IPO centered on orbital AI ambitions, China’s ambitious plans for space-based AI data centers could challenge SpaceX’s position in the field.

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