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Comment by nixon_why69

1 hour ago

Great comment and I agree with all of it except you're describing an expanded starlink rather than "datacenters in space". There are definitely workloads that benefit from being in space but that's different from being an economical place to put a rack of H200s doing training or inference.

Dissipating that much heat in the first place would be a first, you also need a butt ton of power so maybe you can shade your giant radiators with giant solar panels, but all of this needs to unfold from something launch-packaged.... AND be cheaper than just plugging them in on earth.

I agree on all points. That said, we're seeing a lot of preparatory activity from many places. SpaceX, Google, Starcloud, Blue Origin, Cowboy Space, Orbital Compute, Odyssey, and China’s ADA Space/Zhejiang Lab. SpaceX and Blue Origin have filed plans for huge orbital compute constellations. Google is developing TPU-equipped satellites under Project Suncatcher. Starcloud has already flown an Nvidia H100 in orbit. China’s ADA Space has also launched a small network of AI-compute satellites. A lot of very smart and very rich people are making big bets in this space.

We're still a few years away, but I suspect this is going to happen fast, starting with the edge/low latency compute.