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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... show more

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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.

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 Aufrufe • vor 6 Monaten

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.

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

28,002 Aufrufe • vor 6 Monaten

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. 🚀

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 Aufrufe • vor 6 Monaten

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."

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 Aufrufe • vor 2 Monaten

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.”

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 Aufrufe • vor 6 Monaten

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

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 Aufrufe • vor 1 Monat

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

TBPN

169,637 Aufrufe • vor 8 Monaten

🚨 DeSantis says NO to hyperscale AI data centers! They do NOT create jobs for Americans, but H-1B’s from India! “We are NOT going to allow any cost to be imposed on the people of our communities because of hyperscale data centers. Dead end here. That is not going to happen.”

🚨 DeSantis says NO to hyperscale AI data centers! They do NOT create jobs for Americans, but H-1B’s from India! “We are NOT going to allow any cost to be imposed on the people of our communities because of hyperscale data centers. Dead end here. That is not going to happen.”

Chris Nelson 🏝️🇺🇸

50,449 Aufrufe • vor 6 Monaten

David George on SpaceX: “It’s getting harder & harder to get data centers online on Earth. I think it’s only a matter of time before we have them in space. Orbital data centers will provide incremental capacity in space, on top of what we have on Earth.”

David George on SpaceX: “It’s getting harder & harder to get data centers online on Earth. I think it’s only a matter of time before we have them in space. Orbital data centers will provide incremental capacity in space, on top of what we have on Earth.”

DogeDesigner

60,516 Aufrufe • vor 2 Monaten

🚨 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."

🚨 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 Aufrufe • vor 6 Monaten

"If you're betting against space data centers, you're betting against compute growing." - Pranav Myana, author of the recently viral model on space compute "Our minds haven't evolved to understand just how much space there is in space." "If you don't believe there's going to be an AI revolution, if you don't believe compute is going to grow exponentially, you don't believe in [data centers in space]."

"If you're betting against space data centers, you're betting against compute growing." - Pranav Myana, author of the recently viral model on space compute "Our minds haven't evolved to understand just how much space there is in space." "If you don't believe there's going to be an AI revolution, if you don't believe compute is going to grow exponentially, you don't believe in [data centers in space]."

TBPN

31,939 Aufrufe • vor 8 Monaten

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

Chief Nerd

58,257 Aufrufe • vor 1 Monat

NEWS: Nvidia CEO Jensen Huang announced today that the company is working on a new chip/computer for orbital data-centers called Nvidia Vera Rubin Space-1. "It's going to start data-centers out in space. Of course, in space there's no conduction, no convection, there's just radiation, so we have to figure out how to cool these systems out in space, but we got lots of great engineers working on it."

NEWS: Nvidia CEO Jensen Huang announced today that the company is working on a new chip/computer for orbital data-centers called Nvidia Vera Rubin Space-1. "It's going to start data-centers out in space. Of course, in space there's no conduction, no convection, there's just radiation, so we have to figure out how to cool these systems out in space, but we got lots of great engineers working on it."

Sawyer Merritt

457,069 Aufrufe • vor 5 Monaten

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

Patrick OShaughnessy

8,215,427 Aufrufe • vor 8 Monaten

#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

#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

14,945 Aufrufe • vor 6 Monaten

Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years? Sam Altman: No. Jordi: Five years? Sam: No.

Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years? Sam Altman: No. Jordi: Five years? Sam: No.

TBPN

111,501 Aufrufe • vor 6 Monaten

Donald Trump says states need to embrace Data Centers “You have to convince your community how great these things are — you're going to make a tremendous amount of money. You're going to reduce taxes — Your community and your state's going to become rich, and there's very little disruption” “And again, if you don't take all that money, somebody else is going to take it. You might as well do it yourself.” Okay surprisingly enough, I have found some evidence for data centers actually lowering taxes for some communities This happened in Loudoun County, Virginia in “Data Center Alley” Data centers now generate a very large share of the county’s property tax revenue (hundreds of millions to nearly $1 billion annually This has allowed the county to lower the residential real property tax rate every year for roughly a decade. Loudoun has one of the lowest rates in Northern Virginia

Donald Trump says states need to embrace Data Centers “You have to convince your community how great these things are — you're going to make a tremendous amount of money. You're going to reduce taxes — Your community and your state's going to become rich, and there's very little disruption” “And again, if you don't take all that money, somebody else is going to take it. You might as well do it yourself.” Okay surprisingly enough, I have found some evidence for data centers actually lowering taxes for some communities This happened in Loudoun County, Virginia in “Data Center Alley” Data centers now generate a very large share of the county’s property tax revenue (hundreds of millions to nearly $1 billion annually This has allowed the county to lower the residential real property tax rate every year for roughly a decade. Loudoun has one of the lowest rates in Northern Virginia

Wall Street Apes

60,965 Aufrufe • vor 1 Monat

Cowboy CEO Baiju Bhatt on why orbital data centers won't just be a SpaceX monopoly. "We're working on it. I think that if there's enough commercial demand for this, and there are enough dollars flowing to this, I think that capitalism is efficient, right?" "I think that as we look at, at least in the US, data centers are not very popular. They're actually quite unpopular, right? "And the intersection between these massive build outs, as we look out to the amount of capacity that people want—we're still kind of the early innings of this stuff." "The frustration from the US population, I see this probably getting worse before it gets better, which means that if AI wants to eat a ton of energy, it's gonna need some other places to get it." "So I think there is a degree of inevitability, not just to data centers in space, but also the other ways of powering AI." "And I think if there's enough commercial activity, you're gonna see a lot of people try to do it. And like I said, we're also doing it." With Mo Islam at the NYSE 🏛

Cowboy CEO Baiju Bhatt on why orbital data centers won't just be a SpaceX monopoly. "We're working on it. I think that if there's enough commercial demand for this, and there are enough dollars flowing to this, I think that capitalism is efficient, right?" "I think that as we look at, at least in the US, data centers are not very popular. They're actually quite unpopular, right? "And the intersection between these massive build outs, as we look out to the amount of capacity that people want—we're still kind of the early innings of this stuff." "The frustration from the US population, I see this probably getting worse before it gets better, which means that if AI wants to eat a ton of energy, it's gonna need some other places to get it." "So I think there is a degree of inevitability, not just to data centers in space, but also the other ways of powering AI." "And I think if there's enough commercial activity, you're gonna see a lot of people try to do it. And like I said, we're also doing it." With Mo Islam at the NYSE 🏛

Jack Kuhr

119,185 Aufrufe • vor 2 Tagen

BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think 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, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & 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. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. 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 & 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. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think 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, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & 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. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. 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 & 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. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

Molly O’Shea

197,842 Aufrufe • vor 4 Monaten