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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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Shay Boloor

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138,220 просмотров • 9 месяцев назад •via X (Twitter)

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Fun to speak about data centers in space and Starcloud at @Sequoia’s AI day a few weeks ago. Thanks for having me! 🤓
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Fun to speak about data centers in space and Starcloud at @Sequoia’s AI day a few weeks ago. Thanks for having me! 🤓

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Starcloud (starcloud_inc1) recently made history by launching a satellite with an NVIDIA H100 into orbit — the first time a GPU that powerful has ever operated in space. It's the first step toward building AI data centers in orbit, powered by continuous sunlight and cooled by radiating heat into deep space. Their approach could one day rival the world's biggest data centers while using less energy, zero fresh water, and far lower emissions. YC's Aaron Epstein visited Starcloud's HQ, where co-founders , Ezra Feilden, and Adrian Andrei Oltean explained how they built a working prototype in just 15 months — and why big tech is racing to space for AI compute.
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Starcloud (starcloud_inc1) recently made history by launching a satellite with an NVIDIA H100 into orbit — the first time a GPU that powerful has ever operated in space. It's the first step toward building AI data centers in orbit, powered by continuous sunlight and cooled by radiating heat into deep space. Their approach could one day rival the world's biggest data centers while using less energy, zero fresh water, and far lower emissions. YC's Aaron Epstein visited Starcloud's HQ, where co-founders , Ezra Feilden, and Adrian Andrei Oltean explained how they built a working prototype in just 15 months — and why big tech is racing to space for AI compute.

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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:
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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:

The Information

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Why Would We Need Data Centers in Space? I interviewed co-founder and CEO of Starcloud, Philip Johnston to learn exactly why even if AI is a bubble, data centers in space would still prosper. Philip Johnston
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Why Would We Need Data Centers in Space? I interviewed co-founder and CEO of Starcloud, Philip Johnston to learn exactly why even if AI is a bubble, data centers in space would still prosper. Philip Johnston

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BREAKING: X is about to launch stock market & crypto trading in the next few weeks 🥳👀 Anyone looking for a man in finance? 😜
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$NVDA CEO Jensen Huang confirmed Vera Rubin is heading to space while saying Earth will still carry most data centers & energy demand “for some time to come.” He sees no physical limit to space-based data centers but says the technical challenges still need to be solved first.
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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:
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For those who say I never answer whatever is their particular pet peeve on orbital data centers, this is a particularly dense interview covering a wide range of topics in a short time. Thanks for having me SpaceNews to talk about Starcloud and orbital data centers! 🤓
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For those who say I never answer whatever is their particular pet peeve on orbital data centers, this is a particularly dense interview covering a wide range of topics in a short time. Thanks for having me SpaceNews to talk about Starcloud and orbital data centers! 🤓

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Starcloud CEO Philip Johnston joins Mo Islam and I at the NYSE. "In order to make data centers in space work, you really need the BOM costs for a 200 kW satellite to be on the order of 1 million dollars." We chat: - Building low cost sats - 20 yr terrestrial vs. 5 yr space - Merge with a launch company? - Does Starcloud exist if Earth's bottlenecks vanish? - Better leader: Altman or Dario - Building sats cheaper than Starlink - GPU failure rate
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Starcloud CEO Philip Johnston joins Mo Islam and I at the NYSE. "In order to make data centers in space work, you really need the BOM costs for a 200 kW satellite to be on the order of 1 million dollars." We chat: - Building low cost sats - 20 yr terrestrial vs. 5 yr space - Merge with a launch company? - Does Starcloud exist if Earth's bottlenecks vanish? - Better leader: Altman or Dario - Building sats cheaper than Starlink - GPU failure rate

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$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.
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$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.

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The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.
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The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

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GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

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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.”
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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.”

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2026 WILL BE THE YEAR OF SPACE A SpaceX IPO in 2026 would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced: • $RKLB building an end-to-end space logistics • $PL monetizing continuous Earth data from orbit • $ASTS turning space into a global cellular network • $RDW supplying the picks-and-shovels of orbital infrastructure
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2026 WILL BE THE YEAR OF SPACE A SpaceX IPO in 2026 would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced: • $RKLB building an end-to-end space logistics • $PL monetizing continuous Earth data from orbit • $ASTS turning space into a global cellular network • $RDW supplying the picks-and-shovels of orbital infrastructure

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Some CEOs think it's time to build data centers on the moon. In a CNBC interview the CEO of one real estate firm says companies are looking to "monetize space" by building manufacturing plants and data centers up on the moon.
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$GOOG CEO is talking about data centers in space in every interview he’s doing
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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

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