On a recent episode of The Joe Rogan Experience, NVIDIA CEO Jensen Huang delivered a blunt assessment of AI’s next big hurdle.

It’s not chips, it’s electricity.

Huang told Joe Rogan that the explosive growth of AI workloads is running headlong into a new kind of bottleneck – power. The availability of electricity will ultimately shape how far and how fast AI can scale.

That’s a stark departure from the narrative of hardware scarcity. A future where companies must not just innovate faster, but power their innovations sustainably, is now coming into view.

His solution? Build AI data centers in space.

In orbit, satellites can operate in near-continuous sunlight, generating up to eight times more solar power than ground-based panels. Cooling is handled naturally by the vacuum of space. And there are no land shortages, zoning rules, or grid bottlenecks.

It may sound like science fiction – but the shift is already underway.

While Google, Microsoft, Amazon and NVIDIA explore space-based AI concepts, one publicly traded company is already moving from theory to execution.

This early-entry company has partnered with aerospace firm Orbit AI to help build the blockchain verification layer for the first Orbital Cloud – an AI-enabled satellite network designed to operate securely and autonomously in orbit.

This infrastructure is intended to serve as the trust layer, allowing AI systems in space to authenticate data and coordinate workloads without relying on Earth-based oversight.

The first satellite, Genesis-1, is scheduled to launch in December 2025, with a full constellation planned by 2030.

As Big Tech pushes toward AI data centers in space, the infrastructure needed to support them is being built now.

Learn how this company is positioning
at the foundation of space-based AI infrastructure.

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Capital Trends

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Featured News from MarketBeat Media

2026 Sector Playbook: 3 Sectors Trading Below Fair Value

Reported by Chris Markoch. Publication Date: 1/1/2026.

At a Glance

• Sector rotation into financials, industrials, and utilities could continue in early 2026 if crowded growth trades cool off.
• Sector ETFs can work, but stock selection may offer better value where forward valuations sit below sector norms.
• Rate expectations, capex trends, and data center power demand are three practical catalysts to watch across these sectors.

As we kick off 2026, the sector rotation that began in December 2025 is likely to continue. Some investors believe many of 2025’s best-performing names—particularly artificial intelligence (AI) stocks—are overvalued.

This view goes beyond concerns of an AI bubble; it’s a valuation issue. Many growth-oriented technology stocks simply look expensive and may require a correction before their valuations become attractive again.

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As investors rotate out of tech, they’ll search for sectors trading below fair value. Three to watch: financials, industrials and utilities.

It has been a stock-picker’s market, so some names within these sectors have already performed well and investors may keep riding those winners into 2026.

But other stocks still trade at attractive levels relative to their sector and the broader market. By focusing on individual names, investors may be able to outperform some of the leading sector ETFs.

Financials: Lower Rates Could Unlock Undervalued Bank Stocks in 2026

Finance stocks should hold up in 2026 regardless of rate direction, but the odds favor at least one rate cut in the first half of the year. Lower rates typically stimulate the economy, which tends to support bank earnings.

One simple way to gain exposure is the Financial Select Sector SPDR Fund (NYSEARCA: XLF). The fund was up about 13% in 2025—lagging the S&P 500—but provides exposure to high-quality names like JPMorgan Chase & Co. (NYSE: JPM) and Berkshire Hathaway (NYSE: BRK.B).

Those large-cap names trade at or slightly above the sector’s forward price-to-earnings (P/E) ratio of about 16.5. Alternatively, investors can target undervalued banks such as Bank of America (NYSE: BAC), Capital One Financial Corp. (NYSE: COF) and PNC Financial Group Inc. (NYSE: PNC).

Industrials: Capex Revival and Infrastructure Demand Point to Upside

Industrial stocks were one of the hottest groups in the first half of 2025 but cooled off later in the year, as seen in the Industrial Select Sector SPDR Fund (NYSEARCA: XLI).

Industrials could see another solid year in 2026 if lower rates spur capital expenditures and lift infrastructure demand across sectors.

The XLI ETF is up about 18%, roughly in line with the S&P 500. Many of the fund’s top holdings trade at premiums to the sector’s forward P/E average of around 24x, which itself sits above the S&P average.

Still, value remains in select names that trade below the sector average, including Boeing Co. (NYSE: BA), Union Pacific Corp. (NYSE: UNP) and Honeywell Intl. (NASDAQ: HON).

Utilities: A Quiet Value Play Powered by Data Center Energy Needs

The utilities sector is another place to find value in 2026, and the Utilities Select Sector SPDR Fund (NYSEARCA: XLU) is a straightforward way to participate. The ETF finished 2025 up roughly 13%, trailing the broader market after a 5.5% pullback in December.

Utilities should benefit from growing demand from data centers and the need to modernize aging electric infrastructure.

The sector’s average forward P/E is about 18x. Several utilities currently trade at discounts to that average, including Exelon Corp. (NASDAQ: EXC), Pacific Gas &  Electric (NYSE: PCG) and Algonquin Power & Utilities Corp. (NYSE: AQN).

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