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Space-computing push of Elon Musk’s SpaceX shines beam on China’s solar supply chain
scmp.com
Thursday, February 5, 2026

Elon Musk’s SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies confirmed, as the world’s richest man advances his vision for space-based data centres powered by constant solar energy – drawing fresh attention to China’s solar supply chai...
Elon Musk’s SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies confirmed, as the world’s richest man advances his vision for space-based data centres powered by constant solar energy – drawing fresh attention to China’s solar supply chain.
The discussions, which have not yet resulted in confirmed orders, triggered a rally in shares of several solar-related companies earlier this week, before sentiment cooled on Thursday.
Analysts and...
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