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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.

More Perfect Union

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517,463 次观看 • 1 年前 •via X (Twitter)

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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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Gwynne Shotwell says SpaceX wants a Moon settlement and manufacturing facility within 10 years, ideally five. The plan includes building AI-powered satellites and data centers directly on the lunar surface through NASA’s Artemis program.

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The companies that build these data centers are some of the wealthiest enterprises on the face of the Earth. They are wealthy enough to bring their own power

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Samo Burja on why the first real reason to industrialize the moon will be building weapons, not data centers: "Weaponry on the moon might prove surprisingly important. You can build a bunker on the moon. In Earth orbit that's not possible, you'll have a shooting war where the satellites are destroyed pretty quickly." "I'm bearish on stealth technology. Even if there are thousands of things in orbit, it's easy to do a full sweep just by pointing cameras at space. Some photons bounce the wrong way, use some AI, and you get a lock on where that satellite is orbiting." "On the moon, you can go under the surface. You can have launch sites, make drones, make satellites there. That might be where the capability for space warfare truly develops." "I'd bet more on that than AI data centers, because the GPU is about the most complex thing humans have made. There might be a military industrial drive to lunar industrialization." Samo Burja

Samo Burja on why the first real reason to industrialize the moon will be building weapons, not data centers: "Weaponry on the moon might prove surprisingly important. You can build a bunker on the moon. In Earth orbit that's not possible, you'll have a shooting war where the satellites are destroyed pretty quickly." "I'm bearish on stealth technology. Even if there are thousands of things in orbit, it's easy to do a full sweep just by pointing cameras at space. Some photons bounce the wrong way, use some AI, and you get a lock on where that satellite is orbiting." "On the moon, you can go under the surface. You can have launch sites, make drones, make satellites there. That might be where the capability for space warfare truly develops." "I'd bet more on that than AI data centers, because the GPU is about the most complex thing humans have made. There might be a military industrial drive to lunar industrialization." Samo Burja

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.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."

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