SpaceX has scaled its data center compute capacity from 0.4 GW to 1.7 GW over the past year. Meeting those rollout schedules calls for a lot of liquid-cooling infrastructure, which feeds directly into NNBR's pre-sold manufacturing capacity.
On the orbital side, the plan to launch up to 1 million AI satellites by 2027/2028 would move data center components into space. Space AI needs complex, lightweight radiator arrays to handle thermal energy, so precision component makers like NNBR with aerospace capabilities could see a wider addressable market.
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