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Chronicles

The story behind the story

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Cowboy Space, led by Robinhood co-founder Baiju Bhatt to build data centers in orbit, raised a $275M Series B led by Index Ventures at a $2B valuation

Bloomberg Bruce Einhorn

Context & Ripple Effects

Earlier coverage described Baiju Bhatt’s orbital-data-center company, then called Aetherflux, as seeking a large Series B at a $2B valuation. This report indicates that financing has closed under the Cowboy Space name, with Index Ventures leading.

The company’s significance in this coverage is its attempt to apply venture-scale financing to data-center infrastructure in orbit, rather than conventional software or financial-market infrastructure. Bhatt’s prior association with Robinhood also makes the move a notable founder transition into capital-intensive space infrastructure.

First-order effects

  • Cowboy Space gains $275M of Series B capital and Index Ventures as lead investor, giving the company materially more resources to pursue its stated orbital data-center buildout.
  • The round validates the previously reported $2B valuation target and establishes Cowboy Space as the named company attached to Bhatt’s orbital-compute effort.

Second-order effects

  • A large, valuation-setting round raises the bar for other orbital-computing and space-infrastructure ventures seeking comparable institutional backing; they will face sharper scrutiny of technical execution and capital needs.
  • Index’s involvement connects a major venture firm to the category, potentially making orbital data centers more visible to investors that have historically concentrated on software and other scalable technology businesses.

Third-order effects

  • If follow-on financing and deployment progress, orbital computing could develop into a distinct infrastructure-investment category, with capital concentrating around teams able to finance long development cycles and prove operational reliability.
  • The central constraint remains execution: this financing signals investor appetite, not evidence that orbital data centers can yet compete economically with terrestrial capacity.

The trend: This is one data point in the expansion of venture funding from asset-light technology into capital-intensive infrastructure bets tied to computing demand.