Sequoia Capital is optimistic about SpaceX's space data center and AI capabilities, calling its vision "eternal" as a long-term holder.

Redwood Capital partner Shaun Maguire expressed confidence in SpaceX's ability to send data centers into space and its strength in the field of artificial intelligence. Maguire outlined SpaceX's five-tier business model and stated plans to "forever" hold its shares, calling Elon Musk's vision for the company "the most ambitious mission in history with the greatest market potential." "I fail to see why SpaceX couldn't launch an orbital computing satellite within six months of the Starship's first successful payload flight." Regarding the field of artificial intelligence, he stated that SpaceX's ability to build the next generation of AI cloud infrastructure on Earth is already "an order of magnitude higher than competitors."