Cowboy Space just raised $275 million to build their own rocket. Not because they want to be in the launch business. Because there literally aren’t enough rockets available to put all the orbital data centers into space that people want to build right now. Let that sink in. The bottleneck on space-based AI infrastructure isn’t…
The VC Shift: From Launch to Logic The orbital economy has hit a massive turning point. For the last decade, space investment was dominated by the “Rocket Renaissance”—essentially a race to see who could get mass into orbit for the lowest price. But as we move through 2026, the smart money has moved on from…
The recent splashdown of the Artemis II mission marked the beginning of a new cis-lunar industrial era. With the Orion capsule, Integrity, safely back at the Johnson Space Center, the message is clear: the path to the Moon and beyond is paved by the Texas workforce. At the Space Workforce Incubator for Texas (SWIFT), we…