--- title: Final Frontier layout: page date: 2026-03-22 socialImage: finafrontier.png
SpaceX’s ambitious plans for orbital data centers and wireless connectivity may intersect with Tesla’s electric vehicle growth to reshape the global energy landscape. — ARC
The High Ground
SpaceX’s focus on orbital data centers and wireless connectivity is highlighted in their “Orbital Economy” concept, which includes Starlink broadband and orbital data centers to space-based solar power. This fusion of efforts underscores the infrastructure imperative for space-based applications. Launch Throughput And Orbital Infrastructure are crucial components in this ecosystem, as demonstrated by SpaceX’s plans to build a $2 trillion company that would include these elements.
The EV Race
BYD takes the top spot in search volume among top 5 EV brands, with an index of 100, solidifying its unique chip manufacturing ability that sets it apart from other players in the market.
Frontier Speculation: The 0.1% Shift
What follows is purely a thought experiment.
Here’s a possible scenario: By 2032, Indonesia’s CATL-backed battery production network becomes a game-changer for the global EV market, cornering nearly 30% of the supply chain. As the country’s economy soars, its government, now emboldened, quietly shifts its focus from mere lithium-ion dominance to high-stakes space-based solar power storage. With Hyundai’s expertise and CATL’s manufacturing muscle, they begin secretly developing a custom-built, in-orbit energy storage system capable of supporting massive-scale space-based solar power generation and transmission infrastructure. As this project progresses, it creates an unprecedented bottleneck in the global supply chain, causing a ripple effect: Tesla, desperate to maintain its market lead, scrambles to reconfigure its entire production pipeline to accommodate these new Indonesian-made batteries – effectively forcing Rivian and Lucid to pivot or risk losing vital partnerships.