Robinhood co-founder Baiju Bhatt has a radically different idea for solving AI’s growing demand for power: move the data centers into space.
In this episode of Power Players, Brian Sozzi sits down with Cowboy Space Corporation founder and CEO Baiju Bhatt to discuss his plan to build rockets that become part of massive orbital data centers. Bhatt explains how solar power, reusable rockets, and space-based computing could potentially bypass some of the energy, land, and infrastructure constraints facing AI data centers on Earth.
Bhatt also discusses raising $275 million to pursue the vision, building an entirely new rocket program, selling GPU compute from space, what SpaceX’s rise means for the commercial space industry, and the lessons he brought from building Robinhood into his second act as an entrepreneur.
Timestamps
00:00 Building rockets for AI data centers
01:03 Why Ethos Flux became Cowboy Space
02:00 From space solar power to AI compute
03:10 Building a megawatt data center in orbit
04:24 What a data center in space actually looks like
05:31 Turning the rocket into the data center
06:58 Why AI needs infrastructure beyond Earth
08:31 Building a new rocket program
09:05 Why Bhatt left finance for space
11:00 The biggest challenge to launching by 2028
12:19 Recruiting a new generation of rocket builders
13:37 How do you build a rocket engine?
15:48 Building the vehicle and launch infrastructure
16:48 Raising $275 million for the vision
18:35 How space-based AI could make money
19:11 What SpaceX changed for the space industry
20:28 Why America needs more launch pads
22:01 What Robinhood taught Bhatt about disruption
23:03 Where his entrepreneurial drive comes from
24:00 Why founders shouldn’t wait for the perfect idea
25:44 Playing for an even bigger prize
#BaijuBhatt #AI #Space #Robinhood #DataCenters #ArtificialIntelligence #PowerPlayers #BrianSozzi #YahooFinance
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