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[return to "xAI joins SpaceX"]
1. rybosw+u5[view] [source] 2026-02-02 22:10:52
>>g-mork+(OP)
> The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth.

> My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space.

This is so obviously false. For one thing, in what fantasy world would the ongoing operational and maintenance needs be 0?

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2. wongar+z8[view] [source] 2026-02-02 22:21:58
>>rybosw+u5
You operate them like Microsoft's submerged data center project: you don't do maintenance, whatever fails fails. You start with enough redundancy in critical components like power and networking and accept that compute resources will slowly decrease as nodes fail

No operational needs is obviously ... simplified. You still need to manage downlink capacity, station keeping, collision avoidance, etc. But for a large constellation the per-satellite cost of that would be pretty small.

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3. willis+K9[view] [source] 2026-02-02 22:26:15
>>wongar+z8
How do you make a small fortune? Start with a big one.

The thing being called obvious here is that the maintenance you have to do on earth is vastly cheaper than the overspeccing you need to do in space (otherwise we would overspec on earth). That's before even considering the harsh radiation environment and the incredible cost to put even a single pound into low earth orbit.

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4. observ+Bg[view] [source] 2026-02-02 22:50:06
>>willis+K9
If you ramp up the economies of scale to make those things - radiation protection and cost per pound - the calculus changes. It's supposed to synergize with Starship, and immediately take advantage of the reduced cost per pound.

If the cost per pound, power, regulatory burden, networking, and radiation shielding can be gamed out, as well as the thousand other technically difficult and probably expensive problems that can crop up, they have to sum to less than the effective cost of running that same datacenter here on earth. It's interesting that it doesn't play into Jevon's paradox the way it might otherwise - there's a reduction in power consumption planetside, if compute gets moved to space, but no equivalent expansion since the resource isn't transferable.

I think some sort of space junk recycling would be necessary, especially at the terawatt scale being proposed - at some point vaporizing a bunch of arbitrary high temperature chemistry in the upper atmosphere isn't likely to be conducive to human well-being. Copper and aluminum and gold and so on are also probably worth recovering over allowing to be vaporized. With that much infrastructure in space, you start looking at recycling, manufacturing, collection in order to do cost reductions, so maybe part of the intent is to push into off-planet manufacturing and resource logistics?

The whole thing's fascinating - if it works, that's a lot of compute. If it doesn't work, that's a lot of very expensive compute and shooting stars.

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5. AceJoh+Ti[view] [source] 2026-02-02 22:57:25
>>observ+Bg
some people really gotta stop huffing VC fumes
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