Space, Quantum Stocks and Orbital Compute: Hype or Reality? – BI Replay

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Duration: 60 Minutes

Original Date: September 10, 2026

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Space data and AI compute convergence is driving regional tech allocation. As SpaceX lists and STAR Market rules ease, Chinese launch providers are advancing IPOs for thousands of planned LEO satellites. Meanwhile, Asia's $1 trillion AI capex surge is expanding into orbital nodes. Join BI's thematic strategist Shirley Wong, senior tech analyst Robert Lea, aerospace & defense analyst Eric Zhu, and telecom analyst Chris Muckensturm to discuss post-IPO space stocks, LEO compute, regional satellite ambitions, and frontier tech valuations.

Space, Quantum Stocks and Orbital Compute: Hype or Reality? – BI Replay

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