Space is a vacuum. i.e. The lack-of-a-thing that makes a thermos great at keeping your drink hot. A satellite is, if nothing else, a fantastic thermos. A data center in space would necessarily rely completely on cooling by radiation, unlike a terrestrial data center that can make use of convection and conduction. You can't just pipe heat out into the atmosphere or build a heat exchanger. You can't exchange heat with vacuum. You can only radiate heat into it.
Heat is going to limit the compute that can be done in a satellite data centre and radiative cooling solutions are going to massively increase weight. It makes far more sense to build data centers in the arctic.
Musk is up to something here. This could be another hyperloop (i.e. A distracting promise meant to sabotage competition). It could be a legal dodge. It could be a power grab. What it will not be is a useful source of computing power. Anyone who takes this venture seriously is probably going to be burned.
It probably increases Elon's share of the combined entity.
It delivers on a promise to investors that he will make money for them, even as the underlying businesses are lousy.
A Starlink satellite uses about 5K Watts of solar power. It needs to dissipate around that amount (+ the sun power on it) just to operate. There are around 10K starlink satellites already in orbit, which means that the Starlink constellation is already effectively equivalent to a 50 Mega-watt (in a rough, back of the envelope feasibility way).
Isn't 50MW already by itself equivalent to the energy consumption of a typical hyperscaler cloud?
Why is starlink possible and other computations are not? Starlink is also already financially viable. Wouldn't it also become significantly cheaper as we improve our orbital launch vehicles?
A single AI rack consumes 60kW, and there is apparently a single DC that alone consumes 650MW.
When Microsoft puts in a DC, the machines are done in units of a "stamp", ie a couple racks together. These aren't scaled by dollar or sqft, but by the MW.
And on top of that... That's a bunch of satellites not even trying to crunch data at top speed. No where near the right order of magnitude.
That doesn't mean you need a gigawatt of power before achieving anything useful. For training, maybe, but not for inference which scales horizontally.
With satellites you need an orbital slot and launch time, and I honestly don't know how hard it is to get those, but space is pretty big and the only reasons for denying them would be safety. Once those are obtained done you can make satellite inferencing cubes in a factory and just keep launching them on a cadence.
I also strongly suspect, given some background reading, that radiator tech is very far from optimized. Most stuff we put into space so far just doesn't have big cooling needs, so there wasn't a market for advanced space radiator tech. If now there is, there's probably a lot of low hanging fruit (droplet radiators maybe).
Space has some huge downsides:
* Everything is being irradiated all the time. Things need to be radiation hardened or shielded.
* Putting even 1kg into space takes vast amounts of energy. A Falcon 9 burns 260 MJ of fuel per kg into LEO. I imagine the embodied energy in the disposable rocket and liquid oxygen make the total number 2-3x that at least.
* Cooling is a nightmare. The side of the satellite in the sun is very hot, while the side facing space is incredibly cold. No fans or heat sinks - all the heat has to be conducted from the electronics and radiated into space.
* Orbit keeping requires continuous effort. You need some sort of hypergolic rocket, which has the nasty effect of coating all your stuff in horrible corrosive chemicals
* You can't fix anything. Even a tiny failure means writing off the entire system.
* Everything has to be able to operate in a vacuum. No electrolytic capacitors for you!
So I guess the question is - why bother? The only benefit I can think of is very short "days" and "nights" - so you don't need as much solar or as big a battery to power the thing. But that benefit is surely outweighed by the fact you have to blast it all into space? Why not just overbuild the solar and batteries on earth?
Someone mentioned in the comments on a similar article that sun synchronous orbits are a thing. This was a new one to me. Apparently there's a trick that takes advantage of the Earth not being a perfect sphere to cause an orbit to precess at the right rate that it matches the Earth's orbit around the sun. So, you can put a satellite into a low-Earth orbit that has continuous sunlight.
https://en.wikipedia.org/wiki/Sun-synchronous_orbit
Is this worth all the cost and complexity of lobbing a bunch of data centers into orbit? I have no idea. If electricity costs are what's dominating the datacenter costs that AI companies are currently paying, then I'm willing to at least concede that it might be plausible.
If I were being asked to invest in this scheme, I would want to hear a convincing argument why just deploying more solar panels and batteries on Earth to get cheap power isn't a better solution. But since it's not my money, then if Elon is convinced that this is a great idea then he's welcome to prove that he (or more importantly, the people who work for him) have actually got this figured out.
In Spain, 1kWp of solar can expect to generate about 1800 kWh per year. There's a complication because seasonal difference is quite large - if we assume worst case generation (ie what happens in December), we get more like 65% of that, or 1170 kWh per year.
That means we need to overbuild our solar generation by about 7.5x to get the same amount of generation per year. Or 7.5kWp.
We then need some storage, because that generation shuts off at night. In December in Madrid the shortest day is about 9 hours, so we need 15 hours of storage. Assuming a 1kW load, that means 15kWh.
European wholesale solar panels are about €0.1/W - €100/kW. So our 7.5kWp is €750. A conservative estimate for batteries is €100/kWh. So our 15kWh is €1500. There's obviously other costs - inverters etc. But perhaps the total hardware cost is €3k for 1kW of off-grid solar.
A communications satellite like the Eurostar Neo satellite has a payload power of 22 kW and a launch mass of 4,500 kg. Assuming that's a reasonable assumption, that means about 204kg per kW. Current SpaceX launch costs are circa $1500 per kg - but they're targeting $100/kg or lower. That would give a launch cost of between $300k and $20k per kW of satellite power. That doesn't include the actual cost of the satellite itself - just the launch.
I just don't see how it will make sense for a long time. Even if SpaceX manage to drastically lower launch costs. Battery and solar costs have also been plummeting.
https://www.spaceconnectonline.com.au/manufacturing/4751-air...
https://www.nextbigfuture.com/2025/01/spacex-starship-roadma...