# Investor Cathie Wood, the founder of investment firm ARK Invest, thinks Elon Musk-led SpaceX could stand to benefit highly from orbital datacenters.

*aerospace · news · 2026-05-08 · Benzinga*

## Key points

- ARK Invest projects SpaceX's orbital datacenters could surpass Starlink's $160B revenue potential.
- ARK's Venture fund can retain SpaceX shares through IPOs due to its public-private structure.
- Cathie Wood hinted ARK might reduce its SpaceX position post-IPO to maintain portfolio balance.
- SpaceX signed a deal giving Anthropic full access to xAI's Colossus 1 data center capacity.

**Companies:** SpaceX, ARK Invest, Anthropic, Neuralink, OpenAI
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/news/space/26/05/52399782/elon-musks-spacex-could-dwarf-starlink-with-orbital-datacenters-says-cathie-wood)

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