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The AI Arms Race Is Moving to Space | Brett Rentmeester on the Orbital Economy

Feb 12, 2026
Brett Rentmeester, founder of Windrock Wealth Management focused on tech, defense, and the orbital economy. He argues the AI race is moving to space. Topics include energy limits for AI, satellites doing compute, launch as critical infrastructure, and how geopolitics is reshaping space-related investment risks.
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INSIGHT

AI Race Extends Beyond Software

  • Brett Rentmeester sees the AI race becoming an energy and infrastructure competition that extends into space.
  • He believes whoever controls AI compute and energy gains strategic global power.
ANECDOTE

From Skeptic To Believer

  • Brett recounts his prior skepticism thinking space meant either routine NASA launches or distant Mars visions.
  • That changed after deeper study of orbital opportunities and recent industry progress.
INSIGHT

Resource Constraints Drive Convergence

  • Brett connects the global AI race to resource constraints like energy and compute capacity.
  • These constraints are blurring industry lines between AI, satellites, drones, defense, and robotics.
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