Space is entering a new era. Once the exclusive domain of governments, it has become a dynamic commercial frontier—one where private enterprise is expanding access to space for a widening range of industries and unlocking opportunities that were previously out of reach. Yet many investment strategies capture this shift only at its edges, through large conglomerates for whom space is a small part of a much bigger business. WisdomTree believes the most compelling opportunities increasingly lie with companies for which space is the primary driver of growth—not simply one business line among many. That conviction underpins our approach to investing in the space economy, with a focus on businesses positioned to benefit most directly from its long-term growth.
Growing opposition to AI data centers is colliding with plans to accelerate compute deployment in 2027. Christopher Gannatti examines SpaceX’s targets and SemiAnalysis’ construction forecasts to assess how permitting, power and chip supply could shape the buildout.
Starship reached orbit for the first time on Flight 14, even after an engine loss, but returned hours earlier than planned. Christopher Gannatti examines what the milestone demonstrates, what remains unproven and how the test fits into SpaceX’s broader roadmap.
SpaceX reached 100 Falcon launches by August 22, underscoring how quickly routine access to orbit is scaling. Christopher Gannatti explains why launch cadence, not any single mission, may be the signal investors should watch as space shifts from spectacle to infrastructure.
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