Global Orbital Supercompute Infrastructure Index

The Hardware Index for
Orbital AI Compute

GOSIX tracks the critical physical bottlenecks of computing in space: thermal management, radiation mitigation, power systems, and high-bandwidth optical interconnects. It is a conceptual research project not a commercial endeavor or investment vehicle or advice. Do not rely on it for financial decisions. For this reason, the weights are not released.

Index Returns:YTD...|12-Month...

Read the paper

Interactive Hardware Node Map

Physical Space Constraints

Click any subsystem on the orbital data-center node (the radiators, compute core, laser terminal, or power block) to surface the physics that constrains it and the specific failure modes engineers must defeat.

🔥Radiator Panel Array

T⁴Stefan–Boltzmann scaling

Vacuum Thermal Rejection

With no air for convection, every watt of compute heat must be shed by thermal radiation alone, forcing vast deployable panels and wide-bandgap chips that tolerate higher junction temperatures.

Critical failure modes

No convective coolingIn hard vacuum, fans and heatsinks do nothing; conduction to a radiating surface is the only escape path for waste heat.

Stefan–Boltzmann ceilingRadiated power scales with surface area and the fourth power of temperature, demanding enormous, precisely-pointed radiator panels.

Deploy & debris riskThin, football-field-scale radiators must survive launch loads, deploy flawlessly, and resist micrometeoroid puncture.

Explore Radiators in Bottlenecks →

Index Strategy

Index Allocation Framework

GOSIX structures its exposure across six physical bottleneck categories, each representing an indispensable layer of the orbital compute stack.

Advanced Semiconductor & Foundry

Specialized silicon foundries and wide-bandgap (GaN/SiC) designers shifting the physics threshold for space thermal and radiation resilience.

Sub-System & Laser Links

Optical laser communication terminals, fast-steering mirrors, and Erbium-doped fiber amplifiers required for orbital mesh data routing.

Space-Grade Compute & Power

Mission-critical solar arrays, point-of-load voltage converters, and radiation-shielded battery packs sustaining high power draw during eclipses.

Core Structural Components

Indispensable raw materials, advanced glass packaging, and thermal substrates that form the physical foundation of any orbital compute node.

Compute Resilience & Orchestration

Software-defined radiation hardening, fault-tolerant compilers, and real-time memory scrubbing tools preventing calculation deviations.

Institutional Anchors

Industrial aerospace conglomerates housing elite microelectronics subsidiaries that provide integration, launch capacity, and macro scale.

Primary Moats in GOSIX

A high-level preview of some key constituents and their strategic solutions to orbital physical barriers.

Loading primary moats...

Explore All Active Constituents & Moats →

Company Name	Ticker	Segment Group	Strategic Moat & Physics Solution
Materion Corporation	MTRN	Core Structural	Criticality reflects that shielding and specialty metals are deterministically needed, but graded-Z high-metal shielding competes with system-level hardening and mass-optimized polymer/composite approaches.
Coherent Corp	COHR	Core Structural	Optical stiffness and low-expansion materials are highly likely to be needed for FSO terminals, but SiC mirror blanks are one implementation path among several precision optomechanical stacks.
SkyWater Technology	SKYT	Advanced Semi	Trusted rad-hard and secure-control silicon is deterministically needed, but SkyWater is one foundry path mainly for control and hardened companion chips rather than the full accelerator stack.
Wolfspeed Inc.	WOLF	Power & Edge	WBG power/RF devices are close to deterministic for high-efficiency orbital power stages, while their role in the compute-semiconductor layer is support-electronics rather than digital AI logic.
Advanced Micro Devices	AMD	Compute Resilience	Reprogrammable control and TMR fabrics are deterministically needed, but AMD/Xilinx shares the role with Microchip, custom rad-hard controllers, and software-managed COTS clusters.
Microchip Technology	MCHP	Sub-System	Radiation-tolerant supervisory FPGAs, microcontrollers, current monitors, and secure boot devices are close to deterministic for protecting COTS compute nodes.
Lumentum Holdings	LITE	Sub-System	High-power 1550nm laser sources and pump diodes are near-deterministic for FSO meshes, though terminals can source from multiple photonics suppliers.
CACI International	CACI	Sub-System	Optical terminals and secure data routing are highly likely bottlenecks, but CACI competes with primes and vertically integrated operators.
Rocket Lab USA	RKLB	Power & Edge	High-efficiency space solar cells and bus integration are deterministic for orbital compute, while Rocket Lab-specific launch and platform roles share the institutional layer with larger operators.
Redwire Corp	RDW	Power & Edge	Deployable solar arrays, precision structures, and servicing-compatible payload hardware are high-probability needs for large orbital compute platforms.
Northrop Grumman	NOC	Institutional	Diamond-on-GaN is a valuable high-power-density path but not deterministic; the stronger criticality is Northrop's space-prime and microelectronics integration role.
SpaceX	SPCX	Institutional	If orbital data centers scale, heavy lift and operational laser-mesh infrastructure are deterministic prerequisites; SpaceX scores highest on the institutional layer and high on subsystem mesh infrastructure.

The Hardware Index forOrbital AI Compute