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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...

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Dustin

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28,002 просмотров • 6 месяцев назад •via X (Twitter)

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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.

Nic Cruz Patane

72,344 просмотров • 6 месяцев назад

🚨 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

261,758 просмотров • 6 месяцев назад

SAM ALTMAN: "The idea with the current landscape of putting data centers in space is ridiculous. Orbital data centers are not something that's going to matter at scale this decade." Lmao, the same dude who admitted he’s out of GPUs & is still begging Microsoft for more GPUs.
0:36

SAM ALTMAN: "The idea with the current landscape of putting data centers in space is ridiculous. Orbital data centers are not something that's going to matter at scale this decade." Lmao, the same dude who admitted he’s out of GPUs & is still begging Microsoft for more GPUs.

DogeDesigner

97,171 просмотров • 6 месяцев назад

Sam Altman just called Elon Musk’s plan for AI data centers in space “ridiculous” in the current landscape—citing brutal launch costs and the hassle of orbital repairs. But history has a clear rule: never bet against Elon. Reusable rockets? Pipe dream—until they weren’t. Electric cars dominating? Laughable—until they did. Space-based compute? Watch this space. Altman might learn the hard way that what sounds absurd today becomes inevitable tomorrow. “I honestly think the idea, with the current landscape, of putting data centers in space is ridiculous.” — Sam Altman (via recent interview) Altman’s point on today’s math is fair—orbital setups aren’t scaling this decade. But Musk’s roadmap (Starship slashing costs, Starlink-scale networks, xAI + SpaceX integration) is built to rewrite that math entirely. History favors the bold dreamer over the cautious calculator. 🚀
0:43

Sam Altman just called Elon Musk’s plan for AI data centers in space “ridiculous” in the current landscape—citing brutal launch costs and the hassle of orbital repairs. But history has a clear rule: never bet against Elon. Reusable rockets? Pipe dream—until they weren’t. Electric cars dominating? Laughable—until they did. Space-based compute? Watch this space. Altman might learn the hard way that what sounds absurd today becomes inevitable tomorrow. “I honestly think the idea, with the current landscape, of putting data centers in space is ridiculous.” — Sam Altman (via recent interview) Altman’s point on today’s math is fair—orbital setups aren’t scaling this decade. But Musk’s roadmap (Starship slashing costs, Starlink-scale networks, xAI + SpaceX integration) is built to rewrite that math entirely. History favors the bold dreamer over the cautious calculator. 🚀

Tesla Owners Silicon Valley

15,661 просмотров • 6 месяцев назад

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

102,778 просмотров • 2 месяцев назад

Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.
0:34

Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.

Dustin

36,043 просмотров • 3 месяцев назад

🚨 Cathie Wood on Elon Musk, SpaceX and xAI: "When Elon started talking about orbital data centers, data centers in space, that's when we got the sense that this was a real possibility, this convergence, it happened more quickly than we expected. I think he'll want to integrate the space opportunity first, but the frustration of building data centers on Earth finally took Elon Musk back to first principles. Could we do this in space? You know, there are no regulations in space. We could do this very quickly, much more quickly. And while we don't think he will have as many gigawatts of computing power up in space as he thinks by the end of the decade, we think he'll be well on his way, by the end of the decade, to mean meaningful computing power. Convergence is a word we've been using in our big ideas for we started in 2017 but the idea of convergence, that word really surfaced within the last five years. And Elon on X said, you know, I think my companies are more convergence candidates than I even appreciated."
2:22

🚨 Cathie Wood on Elon Musk, SpaceX and xAI: "When Elon started talking about orbital data centers, data centers in space, that's when we got the sense that this was a real possibility, this convergence, it happened more quickly than we expected. I think he'll want to integrate the space opportunity first, but the frustration of building data centers on Earth finally took Elon Musk back to first principles. Could we do this in space? You know, there are no regulations in space. We could do this very quickly, much more quickly. And while we don't think he will have as many gigawatts of computing power up in space as he thinks by the end of the decade, we think he'll be well on his way, by the end of the decade, to mean meaningful computing power. Convergence is a word we've been using in our big ideas for we started in 2017 but the idea of convergence, that word really surfaced within the last five years. And Elon on X said, you know, I think my companies are more convergence candidates than I even appreciated."

DogeDesigner

41,832 просмотров • 6 месяцев назад

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.
1:31

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.

Dustin

102,993 просмотров • 6 месяцев назад

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
2:38

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

19,203 просмотров • 2 месяцев назад

SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit
2:01

SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

sourcery

120,603 просмотров • 1 месяц назад

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

12,738 просмотров • 2 месяцев назад

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."
1:45

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."

DogeDesigner

48,139 просмотров • 2 месяцев назад

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.
5:33

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.

Dwarkesh Patel

405,579 просмотров • 6 месяцев назад

The cheapest place to put AI will be space. Elon Musk says solar panels in space produce 5 times more power than on the ground. No atmosphere, no clouds, no day-night cycle. No batteries needed. And critically, no permits. Scaling energy on Earth means fighting land use regulations, environmental reviews, and grid interconnection queues that take years. Space has none of that. The math gets wild fast. SpaceX could launch hundreds of gigawatts of AI compute into orbit annually. That's more compute than currently exists on Earth. Ten thousand Starship launches per year. One launch every hour. And you only need 20 to 30 ships to sustain that cadence. Earth gets about half a billionth of the Sun's total energy output. A millionth of the Sun's energy is 100,000 times all of civilization's current electricity production. The AI race is not a software race. It is a power plant race. And software people are about to get a very hard lesson in hardware.
2:19

The cheapest place to put AI will be space. Elon Musk says solar panels in space produce 5 times more power than on the ground. No atmosphere, no clouds, no day-night cycle. No batteries needed. And critically, no permits. Scaling energy on Earth means fighting land use regulations, environmental reviews, and grid interconnection queues that take years. Space has none of that. The math gets wild fast. SpaceX could launch hundreds of gigawatts of AI compute into orbit annually. That's more compute than currently exists on Earth. Ten thousand Starship launches per year. One launch every hour. And you only need 20 to 30 ships to sustain that cadence. Earth gets about half a billionth of the Sun's total energy output. A millionth of the Sun's energy is 100,000 times all of civilization's current electricity production. The AI race is not a software race. It is a power plant race. And software people are about to get a very hard lesson in hardware.

Shruti

11,700 просмотров • 2 месяцев назад

Cathie Wood in a new interview via The Rundown on Elon Musk and Orbital Data Centers: “He’s a maestro at saying: ‘First principles, I’m facing all the problems on earth, why do I have to this here. What would it take to do this in space?’ We are ahead of the game of a lot of things (ARK Invest), we did not conceive of that. He did.”
0:27

Cathie Wood in a new interview via The Rundown on Elon Musk and Orbital Data Centers: “He’s a maestro at saying: ‘First principles, I’m facing all the problems on earth, why do I have to this here. What would it take to do this in space?’ We are ahead of the game of a lot of things (ARK Invest), we did not conceive of that. He did.”

Nic Cruz Patane

18,135 просмотров • 6 месяцев назад

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
1:37

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

Ark Invest Tracker

38,824 просмотров • 1 месяц назад

#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth
1:27

#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth

The Indian Express

14,942 просмотров • 6 месяцев назад

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives
2:50

Elon Musk is changing the world SpaceX is making space travel much cheaper by reusing rockets. Launch costs dropped 85% and they now launch over 80% of everything going into orbit Most of SpaceX’s money actually comes from Starlink, their satellite internet service with 10 million customers, not just rocket launches Elon Musk is combining SpaceX with his other companies, xAI, Groq, and X. He’s planning to take it public through a huge IPO The big vision: Build giant AI data centers in space. Why space? - Unlimited cheap solar power from the sun - Very cold temperatures, perfect for cooling computers - No angry neighbors or strict environmental rules This would cost a fortune, so they want to raise money from public investors This in my opinion is the best part, Elon Musk is making sure he stays in control of decisions Musk will have 10x voting power over the whole company If you invest, you’re mostly betting on Elon Musk himself This is exactly what you want. You want Musk making the decisions not being overruled by people with other motives

Wall Street Apes

28,675 просмотров • 3 месяцев назад

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

2,908,788 просмотров • 8 месяцев назад

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”
1:08

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

DogeDesigner

65,218 просмотров • 1 месяц назад