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Amazon CEO, Jeff Bezos: Within 10-20 years, the giant, gigawatt-scale data centers for AI training clusters will be built in space This would leverage 24/7 solar power and make space a key part of Earth's industrial and technological infrastructure

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Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”
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Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

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ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

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SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

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