Aerospace manufacturer and launch service provider Rocket Lab does not plan to follow competitor SpaceX into the world of orbital compute.

The company said that it currently has no interest in entering the data center market, but would provide launch and solar services.

"I think it's a real opportunity," founder and CEO Peter Beck said in an earnings call, when asked about orbital data centers.

"I guess I'm still a little bit cautious on the scale in which they may be a thing. You've certainly seen us release new solar cells that are specifically targeted to that kind of application," he said, referencing the company's silicon solar arrays.

"We're taking the opportunity seriously," Beck said. "And there's obviously a lot of folks that are looking at that pretty deeply. So I think if they turn out to be a real thing, I think we'll be pretty deeply entrenched and well positioned to capitalize on it. Is Rocket Lab going out and build a whole lot of data centers? Well, I think not yet, that's for sure."

While Rocket Lab does not plan to launch its own data centers, the company expects to launch other companies' facilities.

At the same time, Beck argued that Rocket Lab could also benefit from SpaceX's increased focus on launching its own satellites, limiting broader launch capacity.

"Even as new capacity comes on market from some competitors, a lot of that capacity is already spoken for, for their own internal programs," Beck said. "Whether it be Internet or AI data centers or whatever, like it's a fair chunk of that capacity is already spoken for. So I see this constrained launch market persisting for quite some time."