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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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728,760 просмотров • 10 месяцев назад •via X (Twitter)

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Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7, space is an ideal location for data centers. $AMZN AWS is set to make major moves out there.
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Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7, space is an ideal location for data centers. $AMZN AWS is set to make major moves out there.

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"It's a no brainer for building solar powered AI data centers in space, you just have solar panels facing the sun, & a radiator that's pointed away from sun, then it's just cooling. The lowest cost place to put AI will be space, & that'll be true within 3 years." 一 Elon Musk
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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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This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.
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This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.

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Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building 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, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s 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, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”
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Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building 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, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s 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, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”

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Jeff Bezos basically said that if the AI economy keeps driving energy demand higher then $AMZN will eventually need data centers in space because Earth will not supply enough power. The early pieces of that space economy are already taking shape with $RKLB building the logistics layer & $ASTS extending connectivity.
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Jeff Bezos basically said that if the AI economy keeps driving energy demand higher then $AMZN will eventually need data centers in space because Earth will not supply enough power. The early pieces of that space economy are already taking shape with $RKLB building the logistics layer & $ASTS extending connectivity.

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As Jeff Bezos says, we’re living in an era where multiple golden ages are unfolding at the same time. It’s not just AI. Space travel (which will even make things like building data centers in space possible) and robotics are each in the middle of their own golden age. Bet on the leaders in these industries—and you’ll crush it.

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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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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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