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‘Are data centres in space realistic? The answer is yes.’ When Jeff Bezos said that, it sounded futuristic. But Indian Startup Pixxel is already working on it. Speaking to Shereen Bhan on Young Turks Reloaded, founder Awais Ahmed reveals how the company plans to launch India’s first orbital data-centre...

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In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI
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In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI

CNBC-TV18

30,407 Aufrufe • vor 1 Monat

A college project. A Hyperloop pod. One handshake with Elon Musk. That was the turning point for Awais Ahmed. On Young Turks Reloaded with Shereen Bhan, the Pixxel founder recalls how a 2017 Hyperloop competition at SpaceX pushed him to dedicate his life to space technology. Pixxel now deployed hyperspectral imaging satellites and is on a mission to become a health monitor for our planet. 'A good chance to meet Elon' but what followed was bigger: a front-row view into how Musk reshaped an entire industry by making impossible ideas suddenly feel inevitable. 'Go back 14 months from now... if they were building orbital data centre satellites... you would think they were crazy.' And then Elon Musk came in and said, 'We do orbital data centre satellites.' From building satellites in India to taking on one of the world’s toughest industries, Ahmed explains why the real “Musk effect” isn’t technology—it’s ambition. Awais Ahmed Pixxel Shereen Bhan #Pixxel #Hyperloop #ElonMusk #MuskEffect #SpaceTech #SpaceStartups #Satellites #YoungTurksReloaded #cnbctv18digital
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A college project. A Hyperloop pod. One handshake with Elon Musk. That was the turning point for Awais Ahmed. On Young Turks Reloaded with Shereen Bhan, the Pixxel founder recalls how a 2017 Hyperloop competition at SpaceX pushed him to dedicate his life to space technology. Pixxel now deployed hyperspectral imaging satellites and is on a mission to become a health monitor for our planet. 'A good chance to meet Elon' but what followed was bigger: a front-row view into how Musk reshaped an entire industry by making impossible ideas suddenly feel inevitable. 'Go back 14 months from now... if they were building orbital data centre satellites... you would think they were crazy.' And then Elon Musk came in and said, 'We do orbital data centre satellites.' From building satellites in India to taking on one of the world’s toughest industries, Ahmed explains why the real “Musk effect” isn’t technology—it’s ambition. Awais Ahmed Pixxel Shereen Bhan #Pixxel #Hyperloop #ElonMusk #MuskEffect #SpaceTech #SpaceStartups #Satellites #YoungTurksReloaded #cnbctv18digital

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Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk
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Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

Tesla Owners Silicon Valley

19,027 Aufrufe • vor 17 Tagen

Today, we’re taking a step toward truly galactic-scale capabilities. 🚀 We’re partnering with Sarvam to bring sovereign AI into orbit aboard India’s first orbital data centre satellite, a pathfinder mission bringing datacenter-class GPUs and high-performance remote sensing together in space. Built and operated by Pixxel, with Sarvam providing the AI backbone, the demonstrator marks a step toward making orbital data centres real, operational, and scalable from India. May the 4th be with us all! ✨
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Today, we’re taking a step toward truly galactic-scale capabilities. 🚀 We’re partnering with Sarvam to bring sovereign AI into orbit aboard India’s first orbital data centre satellite, a pathfinder mission bringing datacenter-class GPUs and high-performance remote sensing together in space. Built and operated by Pixxel, with Sarvam providing the AI backbone, the demonstrator marks a step toward making orbital data centres real, operational, and scalable from India. May the 4th be with us all! ✨

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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

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From a small Noida facility six years ago to exporting robots to 25 countries 🌍🤖 Inside Addverb largest mobile robotics factory, 900 engineers are building machines that now power warehouses and industries across India, the US, Europe, Australia and beyond. With capacity to manufacture 100,000 robots a year and a target of 50% India, 50% global revenue, this is a company betting big on “Made in India, for the world.” Shereen Bhan gets an inside look at how a decade-old startup is scaling into a global automation player. #YoungTurksReloaded #Addverb #Robotics #MakeInIndia #AI #Automation #IndianStartups
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From a small Noida facility six years ago to exporting robots to 25 countries 🌍🤖 Inside Addverb largest mobile robotics factory, 900 engineers are building machines that now power warehouses and industries across India, the US, Europe, Australia and beyond. With capacity to manufacture 100,000 robots a year and a target of 50% India, 50% global revenue, this is a company betting big on “Made in India, for the world.” Shereen Bhan gets an inside look at how a decade-old startup is scaling into a global automation player. #YoungTurksReloaded #Addverb #Robotics #MakeInIndia #AI #Automation #IndianStartups

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Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.
1:01

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

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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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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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“Innovation that needs permission isn’t innovation. That’s India’s real problem.” From a system that “murdered entrepreneurship” to one still asking “who allowed you to do this”, Manish Sabharwal pulls no punches. In a conversation with Shereen Bhan on Young Turks Reloaded, the TeamLease Co-founder and Co-author of Made in India argues India didn’t fall short on land, labour or capital, but on unleashing entrepreneurs. His fix? Think like the Indian Premier League where merit beats pedigree and performance decides outcomes. From Indian pharma’s unlikely success to 45% of India still stuck in agriculture, this is a blunt take on what’s broken and what must change. Catch the full episode 📺 Thursday | 6:30 PM
1:32

“Innovation that needs permission isn’t innovation. That’s India’s real problem.” From a system that “murdered entrepreneurship” to one still asking “who allowed you to do this”, Manish Sabharwal pulls no punches. In a conversation with Shereen Bhan on Young Turks Reloaded, the TeamLease Co-founder and Co-author of Made in India argues India didn’t fall short on land, labour or capital, but on unleashing entrepreneurs. His fix? Think like the Indian Premier League where merit beats pedigree and performance decides outcomes. From Indian pharma’s unlikely success to 45% of India still stuck in agriculture, this is a blunt take on what’s broken and what must change. Catch the full episode 📺 Thursday | 6:30 PM

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Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.
0:39

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

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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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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

Haider.

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Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.
1:59

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Dustin

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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?
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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,012 Aufrufe • vor 6 Monaten

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet
2:29

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

Bloomberg Originals

34,309 Aufrufe • vor 12 Tagen

‘Kuch bhi bana denge’ mentality doesn’t build a monster product company” On Young Turks Reloaded, Tarun Mehta tells Shereen Bhan why chasing speed, just to prove a point, is a trap. While competitors raced to flood the market, Ather Energy spent its first five years with just one product in one colour, quietly investing in its platform, technology stack and manufacturing backbone. Today, that long game has translated into 63 SKUs, multiple product lines and one of the widest portfolios in the segment. The strategy wasn’t about shipping fast, it was about building a system that can deliver one magical experience every single year for the next 30–40 years. That, Mehta suggests, is the real moat. Ather Energy, Tarun Mehta, Young Turks Shereen Bhan #YoungTurksReloaded #AtherEnergy #EVIndustry #StartupStrategy #FounderMindset #CNBCTV18Digital
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‘Kuch bhi bana denge’ mentality doesn’t build a monster product company” On Young Turks Reloaded, Tarun Mehta tells Shereen Bhan why chasing speed, just to prove a point, is a trap. While competitors raced to flood the market, Ather Energy spent its first five years with just one product in one colour, quietly investing in its platform, technology stack and manufacturing backbone. Today, that long game has translated into 63 SKUs, multiple product lines and one of the widest portfolios in the segment. The strategy wasn’t about shipping fast, it was about building a system that can deliver one magical experience every single year for the next 30–40 years. That, Mehta suggests, is the real moat. Ather Energy, Tarun Mehta, Young Turks Shereen Bhan #YoungTurksReloaded #AtherEnergy #EVIndustry #StartupStrategy #FounderMindset #CNBCTV18Digital

CNBC-TV18

26,385 Aufrufe • vor 3 Monaten

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,905,921 Aufrufe • vor 6 Monaten

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”
0:39

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”

Chief Nerd

261,572 Aufrufe • vor 4 Monaten

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?
1:29

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,777 Aufrufe • vor 4 Monaten

Atreides' Gavin Baker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW terrestrially. $25B is power and cooling — you don't need that in space. And so the right comp for that $35B in IT equipment — GPU, CPU, switches, memory, storage — is that $25B [in power and cooling] vs. the cost of launch." "And once Starship is reusable, I think the cost to launch is $5B. So that means you can put a GW into space for [$40B]. The GW on earth is $60B."
0:53

Atreides' Gavin Baker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW terrestrially. $25B is power and cooling — you don't need that in space. And so the right comp for that $35B in IT equipment — GPU, CPU, switches, memory, storage — is that $25B [in power and cooling] vs. the cost of launch." "And once Starship is reusable, I think the cost to launch is $5B. So that means you can put a GW into space for [$40B]. The GW on earth is $60B."

TBPN

102,155 Aufrufe • vor 12 Tagen

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val
2:58

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

Mario Nawfal

29,922 Aufrufe • vor 19 Tagen