The global cybersecurity industry is entering a structural transition. A talent shortage exceeding five million professionals, combined with the rapid rise of AI-driven automated attacks, is rendering traditional defense models based on manual forensics increasingly ineffective.

SpaceX has filed an application with the Federal Communications Commission seeking approval to deploy as many as one million satellites, outlining an ambitious plan to build what it calls an "orbital data center system." The network, designed to operate entirely in space, would process large-scale artificial intelligence workloads in orbit, effectively functioning as a vast, distributed supercomputer circling the Earth.

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while also confronting investor scrutiny over the scale of its infrastructure spending.