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The race to build data centers is reshaping power grids, construction markets and corporate capital spending on Earth. Now, some of the biggest names in technology and space want to move part of that infrastructure into orbit. This would launch a new frontier for insurers — if they can... show more

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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.

Nic Cruz Patane

72,344 views • 7 months ago

BREAKING: NASA Chief Jared Isaacman has backed SpaceX’s plan to launch AI data centers into orbit. “You never want to bet against Elon Musk, I’ll tell you that right now.” “If that means taking the data centers that some people don’t want in their backyard, putting it in space, taking advantage of the free fusion reactor, I think that’s a great thing.”

BREAKING: NASA Chief Jared Isaacman has backed SpaceX’s plan to launch AI data centers into orbit. “You never want to bet against Elon Musk, I’ll tell you that right now.” “If that means taking the data centers that some people don’t want in their backyard, putting it in space, taking advantage of the free fusion reactor, I think that’s a great thing.”

DogeDesigner

293,624 views • 20 days ago

🚨 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.”

Chief Nerd

261,788 views • 7 months ago

Elon Musk: “In order to make some progress on the Kardashev scale, we need to launch satellites to orbit earth and capture solar power, and that avoids the needs to build massive power plants on earth and deal with cooling. Cooling is much easier in space. What we intend to do is to climb the Kardashev scale.”

Elon Musk: “In order to make some progress on the Kardashev scale, we need to launch satellites to orbit earth and capture solar power, and that avoids the needs to build massive power plants on earth and deal with cooling. Cooling is much easier in space. What we intend to do is to climb the Kardashev scale.”

Sawyer Merritt

137,583 views • 3 months ago

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

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

Tesla Owners Silicon Valley

19,221 views • 3 months ago

🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."

🚨 JUST IN: JD Vance helps to clarify President Trump's stance on data centers, highlighting his desire for data centers to put power BACK into the grid "I think probably 99% of the backlash to data centers has come in areas where building a data center means higher utility and higher electricity for the people on the ground." "If you build a data center, you should be putting power back into the grid, not taking it out, and if that is happening, I don't think the data centers are that controversial."

Nick Sortor

217,808 views • 29 days ago

Space has never had a power grid. Until now. The Star Catcher Network beams concentrated solar energy directly to satellites in orbit. Up to 10x more power, on demand, with no retrofit. This is the infrastructure that unlocks the next era of space.

Space has never had a power grid. Until now. The Star Catcher Network beams concentrated solar energy directly to satellites in orbit. Up to 10x more power, on demand, with no retrofit. This is the infrastructure that unlocks the next era of space.

Star Catcher

23,918 views • 6 months ago

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

Bloomberg Originals

34,578 views • 3 months ago

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,738 views • 3 months ago

Elon Musk: Thanks to Starship, we'll be able to move AI to deep space. “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. So, to move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To scale to Kardashev, to make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. I mean, Earth is a tiny dust mote. Earth, to scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Tesla Shareholder Meeting, November 6, 2025

Elon Musk: Thanks to Starship, we'll be able to move AI to deep space. “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. So, to move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To scale to Kardashev, to make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. I mean, Earth is a tiny dust mote. Earth, to scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Tesla Shareholder Meeting, November 6, 2025

ELON CLIPS

14,003 views • 10 months ago

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”

Small Cap Snipa

24,132 views • 3 months ago

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.

Dustin

103,081 views • 7 months ago

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Wall Street Apes

72,007 views • 1 month ago

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

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

Mario Nawfal

459,674 views • 10 months ago

In May, Gavin Baker (Gavin Baker) said capitalism will solve the energy shortage unless regulation gets in the way. A PE infrastructure investor told him the gating factor used to be energy and chips. Now it's zoning and approvals. Sarah Guo (sarah guo) largely agrees. "I was talking to the leader for infrastructure at one of the hyperscalers earlier in the week, and he's like, there was nothing that was gonna move the needle for us at sufficient scale before 2030. Americans and entrepreneurs have been able to build new technologies and new capabilities very, very quickly in the past. I think it is a regulatory problem and an alignment problem. If you want to build data centers in New York, you need to convince the people of New York they should want data centers there. I don't think we lack the technical and entrepreneurial capability to build abundant cheap energy for the data centers."

In May, Gavin Baker (Gavin Baker) said capitalism will solve the energy shortage unless regulation gets in the way. A PE infrastructure investor told him the gating factor used to be energy and chips. Now it's zoning and approvals. Sarah Guo (sarah guo) largely agrees. "I was talking to the leader for infrastructure at one of the hyperscalers earlier in the week, and he's like, there was nothing that was gonna move the needle for us at sufficient scale before 2030. Americans and entrepreneurs have been able to build new technologies and new capabilities very, very quickly in the past. I think it is a regulatory problem and an alignment problem. If you want to build data centers in New York, you need to convince the people of New York they should want data centers there. I don't think we lack the technical and entrepreneurial capability to build abundant cheap energy for the data centers."

Invest Like the Best

64,013 views • 28 days ago

ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. Earth is a tiny dust mote. Tto scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Source: Tesla Shareholder Meeting, November 6, 2025

ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. Earth is a tiny dust mote. Tto scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Source: Tesla Shareholder Meeting, November 6, 2025

Mario Nawfal

1,587,703 views • 10 months ago

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

21,962 views • 6 months ago