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From putting AI data centers in orbit to colonizing Mars, how can ambitious space dreams become a reality? I sat down with space architect Ariel Ekblaw of Aurelia Institute to hear about the technology she is building to make it all possible:

Fareed Zakaria

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35,854 次观看 • 1 个月前 •via X (Twitter)

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The future is here! Ariel Ekblaw told us all about the research Aurelia Institute is doing to create AI-driven, self-assembling space habitats. Would you live in a TESSERAE?

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Can orbital data centers help meet AI's soaring power needs? Aurelia Institute founder Ariel Ekblaw explained what might be possible to Megan McArdle (Megan McArdle) of Washington Post Opinions at the recent Building America Summit.

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This is one of the more interesting cases I’ve heard for why we should put AI data centers in space. Yes, it would benefit a few billionaires, but it could also lessen the environmental toll on Earth. And we’re going to need to cut AI's carbon footprint in as many ways as we can. Space architect Ariel Ekblaw and I went deep on the opportunities—and many challenges—of building AI infrastructure in orbit. Watch our conversation here: Produced by Atlantic Re:think, The Atlantic's creative marketing studio, in collaboration with PwC.

This is one of the more interesting cases I’ve heard for why we should put AI data centers in space. Yes, it would benefit a few billionaires, but it could also lessen the environmental toll on Earth. And we’re going to need to cut AI's carbon footprint in as many ways as we can. Space architect Ariel Ekblaw and I went deep on the opportunities—and many challenges—of building AI infrastructure in orbit. Watch our conversation here: Produced by Atlantic Re:think, The Atlantic's creative marketing studio, in collaboration with PwC.

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$RKLB partner Starcloud is building data centers in orbit & about to launch $NVDA H100s into space for the first time in a few weeks 👀

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SpaceX’s upcoming IPO could potentially unleash a new era of space exploration and investment. "We want to have other players be able to diversify that ecosystem," Aurelia Institute founder Ariel Ekblaw explained to Megan McArdle (Megan McArdle) of Washington Post Opinions at the recent Building America Summit.

SpaceX’s upcoming IPO could potentially unleash a new era of space exploration and investment. "We want to have other players be able to diversify that ecosystem," Aurelia Institute founder Ariel Ekblaw explained to Megan McArdle (Megan McArdle) of Washington Post Opinions at the recent Building America Summit.

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🚨 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.”

🚨 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.”

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Elon Musk’s rocketry company, Space X, has filed to go public in what could be the biggest IPO in history. But investors are being asked to back unproven technology with no guarantee of success. Read more about whether Mr Musk can make AI data centres in space a reality:

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Jim Cramer says $CRWV could play a role in orbital data centers if AI compute eventually moves to space. He said CoreWeave has one of the best handles on building data centers quickly making it a name to watch if the space-compute thesis becomes real.

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

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Sam Altman said he thinks “the idea with the current landscape of putting data centers in space is ridiculous … It will make sense someday."

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"Building data centers in space sounds crazy until you realize that he has already launched thousands of satellites; he's already built a reusable rocket Putting the data centers in space may actually be a much less hard task to do than things that he has already done, and so I definitely think he's going to pull it off" — Anthony Pompliano (CEO of Professional Capital Management)

"Building data centers in space sounds crazy until you realize that he has already launched thousands of satellites; he's already built a reusable rocket Putting the data centers in space may actually be a much less hard task to do than things that he has already done, and so I definitely think he's going to pull it off" — Anthony Pompliano (CEO of Professional Capital Management)

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Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders

Philip Johnston (Philip Johnston) is the co-founder and CEO of Starcloud, the company building data centers in space. In November 2025, Starcloud launched an Nvidia H100 GPU into orbit and trained the first large language model in space. They've since raised $200 million, hit a billion-dollar valuation just 17 months after YC demo day and filed with the FCC to deploy 88,000 more satellites. In this episode of Lightcone Podcast, Philip walks us through their wild origin story, the engineering challenges behind the Starcloud-1, why they booked a SpaceX launch before they even knew what they were building and how data centers in space make sense both economically and politically. 00:39 — Why Build Data Centers in Space? 01:40 — The Insight That Started Starcloud 04:43 — Launching Starcloud-1 09:45 — The Engineering Behind Data Centers in Orbit 13:49 — Why 100 VCs Said No 16:12 — Book the Launch Before You Build the Product 18:32 — The Roadmap to Commercial Space Compute 21:10 — Building NVIDIA GPUs for Space 23:41 — Raising $170M for a Hard Tech Startup 26:37 — Hiring the World's Best Space Engineers 31:25 — Why AI Compute Is Moving to Space 34:49 — Advice for Hard Tech Founders

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There’s been a ton of talk about building data centers in space. This means they’ll have to build this costly global infrastructure themselves… Or they can simply integrate and make use of a relay mesh network with open-sourced, growing network effects. Wonder who is building that… 👀

There’s been a ton of talk about building data centers in space. This means they’ll have to build this costly global infrastructure themselves… Or they can simply integrate and make use of a relay mesh network with open-sourced, growing network effects. Wonder who is building that… 👀

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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.

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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