The global AI arms race is no longer just about software. It’s becoming a battle over energy, infrastructure, and space.
In this conversation, Brett Rentmeester, founder and managing director of Windrock Wealth Management, explains why he believes “the AI race is going to be won in space,” and how constraints on energy, compute, and resources are pushing the next phase of AI into orbit. From satellites and launch infrastructure to defense, robotics, and communications, Brett lays out why these once-separate industries are now converging into what he calls the orbital economy.
He explores how AI compute could eventually move into space to solve current energy bottlenecks, why companies that can scale launch may effectively own a “toll road to space,” and how geopolitics is turning AI into a strategic contest for global power. At the same time, he cautions that the space sector remains high-risk for investors today, requiring education, patience, and the right risk tolerance.
Video Length: 00:21:26
More By This Author:
2026 Framework: Gold, Silver & Commodities — Stocks & Bonds Are Topping“Bitcoin Is Broken” — Why Silver, Gold & Commodities Aren’t Done
Rethink Your U.S. Exposure: Foreign Markets To Outperform?
Comments
Log in or sign up to join the conversation.