Episode
SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing
- Podcast
- Chip Stock Investor Podcast
- Published
- Jun 24, 2026
- Duration seconds
- 1914
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/spacex-ipo-orbital-data-centers-investing-in-quantum-computing-csi-with-simon-erickson-of-7investing.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive SpaceX IPO and the ambitious potential for building orbital data centers. From there, the discussion shifts to the primary focus: the rapidly evolving world of quantum computing. Simon breaks down how quantum mechanics could solve incredibly complex problems simultaneously, highlighting the projected $1.3 trillion to $2.7 trillion in economic value the industry could deliver by 2035. The episode covers specific pure-play quantum companies, including IonQ's commercial revenue lead and recent SkyWater acquisition, Infleqtion's neutral atom technology, and Quantinuum's full-stack approach under the Honeywell umbrella. Finally, they detail practical portfolio allocation strategies for early-stage tech and explore the looming national security concerns that could heavily regulate the sector. Check out Semi Insider at chipstockinvestor.com Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Honeywell and Quantinuum.