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SpaceX is targeting 2027 to launch its first orbital AI compute satellites, followed by “huge amounts of compute” in space from 2028. CFO Bret Johnsen says almost every AI leader sees orbital compute as the future, with clean energy and fewer constraints than on Earth.

DogeDesigner

1,900,600 subscribers

56,627 views • 7 days ago •via X (Twitter)

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12 Comments

hosein eskandari7 days ago

Hello, Mr. Elon Musk, who are you, who are you taking orders from, why don't you let people get out of this mess, tell people that your mission is to mislead people, not to help them

streaks7 days ago

I started recording which positions were open at the same time. The idea was to reconstruct the actual context of my decisions.

Apple tree fitness7 days ago

forget about all the compute in space...when is the first doge in space - I kind of laika that doge to get home safe.

Matteo Barberis7 days ago

"The cloud" finally getting its literal wings. This is kinda wild.

SexyCat7 days ago

❤️❤️❤️

Elena7 days ago

If true, moving AI to space is clever engineering...and a way to outsource tricky trade-offs. Cool tech, messy ethics unless someone builds real guardrails.

Forensic Oracle7 days ago

As the next chapter of civilization, orbital computing,powered by pure, limitless energy, is the next logical step for AI.

Sherrie McFalls7 days ago

Right

Clerk🪐7 days ago

SpaceX’s orbital AI satellites from 2027 sound like science fiction that’s already becoming reality thanks to clean solar energy and the absence of Earth’s constraints

AnonBanger7 days ago

AI compute in space could change everything. 🛰️🤖 Meanwhile, ELIEN MUSK keeps traveling deeper into space toward his mysterious destination. 👽🌌 Maybe he already knows what comes next. 👀

mrmillion7 days ago

👍

nola7 days ago

A habit that stayed with me: keeping old levels visible during the review.

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Elon Musk – "In 36 months, the cheapest place to put AI will be space” what has happened since: → SpaceX merged with xAI, then IPO'd in June at around $1.77 trillion. the largest IPO in history. → Anthropic now pays SpaceX $1.25 billion every month for compute at Colossus 1 in Memphis. they also expressed interest in building multiple gigawatts of compute in space with SpaceX. → Google pays $920 million a month for roughly 110,000 Nvidia GPUs. about $30 billion over the life of the deal. → Reflection AI pays $150 million a month. → SpaceX's own IPO filing says orbital AI compute satellites begin deploying as early as 2028. → Google is separately in talks with SpaceX about launching its own orbital datacenters.

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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."

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 views • 3 months ago

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

Shay Boloor

472,902 views • 3 months ago