00:00And this is exactly where winners are made. Winners will be those who control three things
00:07at once. Launch capacity, access to energy and chip supply chains. Nvidia, Amazon, Google,
00:16SpaceX. These names don't just keep popping up by chance. They are sitting right at the junctions
00:22that are crucial for this model. The losers can be named just as clearly. Regions that are
00:27betting heavily on data centers today will lose out on investments in the long run. Energy suppliers
00:33will lose major customers. Municipalities lose revenue. States lose a part of their control
00:42over critical infrastructure that suddenly finds itself outside their territory. And with that,
00:49a technology project turns into a geopolitical problem. Because what does it mean when a
00:55significant part of the world's AI computing power is no longer on national soil, but in
01:02international orbits?