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Viasat is considering partnerships to support communication links for orbital data centers, driven by increasing AI processing demands. Despite not planning to deploy its own data centers, the company acknowledges the rising interest in space-based computing, particularly as terrestrial centers face limitations.

SpaceX's recent FCC filing for a constellation of up to one million satellites highlights this trend. Viasat's CEO emphasized the technical challenges of power generation and heat dissipation in orbit. For Q3, Viasat reported $1.2 billion in revenue and is advancing its ViaSat-3 satellite program, with a second satellite set for service in May 2026.