Comment by kybernetikos
13 hours ago
Everything relating to a datacentre that you can do in space you can do more easily on earth, regardless of 10,000x inference growth or supply chain or production or starship or silicon. I just don't think you can be cost competitive with earth bound data centres if 'protected from the poors' isn't a selling point.
By the way, 10,000x inference growth would look like what happened with cryptocurrency mining - after a couple of years, you'd be needing to upgrade all your machines with ASICs and the market would be flooded with very cheap graphics cards. I doubt that upgrading space data centres would be fun.
Zoning is one area that’s better in space. And power density for solar is another.
I don’t get your mining analogy though - a non upgradable data center pod is either going to pay off its capital costs or it won’t. Once it has, any revenue is close to 100% profit. 10k demand increase is the opposite of mining dynamics: there you get a 10k supply increase that the price has to support, in combination with more efficient silicon. Here the demand drives revenue and earnings.
If there’s some crazy inflection point in chips then you’ll still have all the power infra in space - you can just like cut the old pod and hook up a new one: or more likely manufacturing economies of scale mean you probably just keep sending up new systems and put the old ones on work loads they can manage at market prices.
Zoning is one area that’s better in space.
Not really, though? The idea that Earth-based data centers need to be built in populated, developed areas is indeed dumb, yet it seems to be inexplicably baked into everyone's assumptions. In particular, the small discrete data centers that Musk wants to launch could go anywhere on Earth.
They could be powered by local PV arrays and batteries, they can be cooled by smaller radiators than they would need to use in space, and they could be networked via Starlink or something very much like it, just as they would need to be networked in space. There's nothing special about space, it just costs more to get there.
If he wants them to be out of reach of governments, why not put them on container ships in international waters? There are thousands at sea at any given time, and I'm sure their operators would be happy to rent them out.
Hell, put them on dirigibles that just drift around in international airspace for months at a time. Anywhere but space.
And power density for solar is another.
Does power density matter in terrestrial solar applications? If so, why? These things can and should be deployed in oceans, deserts, and trackless wastelands. Who cares how big the solar panels are?