See: https://unusualwhales.com/politics. Some of these politicians on both sides are very good and consistent stock pickers indeed.
Paradoxically the datacenter in LEO is cheaper than on the ground, and have bunch of other benefits like for example physical security.
Unless you go up there with it and a literal lifetime supply? Although I guess if you don't take much it's still a lifetime supply...
The whitepaper also says that they're targeting use cases that don't require low latency or high availability. In short: AI model training and other big offline tasks.
For maintenance, they plan to have a modular architecture that allows upgrading and/or replacing failed/obsolete servers. If launch costs are low enough to allow for launching a datacenter into space, they'll be low enough to allow for launching replacement modules.
All satellites launched from the US are required to have a decommissioning plan and a debris assessment report. In other words: the government must be satisfied that they won't create orbital debris or create a hazard on the ground. Since these satellites would be very large, they'll almost certainly need thrusters that allow them to avoid potential collisions and deorbit in a controlled manner.
Whether or not their business is viable depends on the future cost of launches and the future cost of batteries. If batteries get really cheap, it will be economically feasible to have an off-the-grid datacenter on the ground. There's not much point in launching a datacenter into space if you can power it on the ground 24/7 with solar + batteries. If cost to orbit per kg plummets and the price of batteries remains high, they'll have a chance. If not, they're sunk.
I think they'll most likely fail, but their business could be very lucrative if they succeed. I wouldn't invest, but I can see why some people would.
The Chinese project involves a larger number of less powerful inference-only nodes for edge computing, compared to Starcloud's training-capable hyperscale data centers.
[1] Andrew Jones. "China launches first of 2,800 satellites for AI space computing constellation". Spacenews, May 14, 2025. https://spacenews.com/china-launches-first-of-2800-satellite... [2] Ling Xin. "China launches satellites to start building the world’s first supercomputer in orbit". South China Morning Post, May 15, 2025. https://www.scmp.com/news/china/science/article/3310506/chin... [3] Ben Turner. "China is building a constellation of AI supercomputers in space — and just launched the first pieces". June 2, 2025. https://www.livescience.com/technology/computing/china-is-bu...
https://www.backblaze.com/cloud-storage/resources/hard-drive...
Yes it was ONLY 1,000 out of 300,000. But that is only harddrives not other hardware failures/replacement. But it goes to show that things do fail. And the cost of replacement in space is drastically more expensive. The idea of a DC in space as it stands is a nothing burger.
A Falcon Heavy launch is already under $100M, and in the $1400/kg range; Starship’s main purpose is to massively reduce launch costs, so $1000/kg is not optimistic at all and would be a failure. Their current target is $250/kg eventually once full reusability is in place.
Still far from the dream of $30/kg but not that far.
The original “white paper” [1] also does acknowledge that a separate launch is needed for the solar panels and radiators at a 1:1 ratio to the server launches, which is ignored here. I think the author leaned in a bit too much on their deep research AI assistant output.
https://en.wikipedia.org/wiki/Outer_Space_Treaty
> Article VI of the Outer Space Treaty deals with international responsibility, stating that "the activities of non-governmental entities in outer space, including the Moon and other celestial bodies, shall require authorization and continuing supervision by the appropriate State Party to the Treaty" and that States Party shall bear international responsibility for national space activities whether carried out by governmental or non-governmental entities.
At >>44397026 I speculate that in particular militaries might be interested.
At >>44397026 I speculate that in particular militaries might be interested.
Who said that Starcloud's business model is about commercial services? At >>44397026 I rather speculate that Starcloud's business model is about getting big money defense contracts.
Which is a good analogy; international waters are far from lawless.
You're still subject to the law of your flag state, just as if you were on their territory. In addition to that, you're subject to everyone's jurisdiction if you commit certain crimes - including piracy. https://en.wikipedia.org/wiki/Universal_jurisdiction
https://www.techopedia.com/the-rise-of-underwater-data-cente...
But they didn't say just "gravity", they said "gravity well".
> "First, let us simply define what a gravity well is. A gravity well is a term used metaphorically to describe the gravitational pull that a large body exerts in space."
- https://medium.com/intuition/what-are-gravity-wells-3c1fb6d6...
So they weren't suggesting that it will be big enough to get past some boundary below which things don't have gravity, just that smaller things don't have enough gravity to matter.
Shortly afterwards, amateur astronomers will spot it. https://gizmodo.com/amateur-astronomer-catches-fleeting-glim...
"Large" is almost meaningless in this context. Douglas Adams put it best
> Space is big. Really big. You just won't believe how vastly, hugely, mind-bogglingly big it is. I mean, you may think it's a long way down the road to the chemist, but that's just peanuts to space.
From an education site:
> Everything with mass is able to bend space and the more massive an object is, the more it bends
They start with an explanation of a marble compared to a bowling ball. Both have a gravity well, but one exerts far more influence
https://www.howitworksdaily.com/the-solar-system-what-is-a-g...
https://www.yorkspacesystems.com/
Short version: make a giant pressure vessel and keep things at 1 atm. Circulate air like you would do on earth. Yes, there is still plenty of excess heat you need to radiate, but dramatically simplifies things.
Satellite data centers seem unlikely to me, but at least their feasibility doesn't require that existing stuff get more expensive/worse. Starcloud is a bet that three things will happen in the next decade:
- SpaceX Starship will succeed and drastically reduce launch costs.
- Batteries will not get 10x cheaper.
- There will be valuable applications for high latency, high performance compute (eg: AI training).
If any one of these things does not happen, Starcloud is doomed (or will have to pivot). If they all happen, Starcloud has a chance at success.
1. >>25875749
> Optimistically assuming 12 hours of sunlight per day, a 40MW datacenter would need 480MWh of batteries to cover the dark period, costing $50 million.
A 40MW data center doesn't run constantly at 40MW. That's its load rating. Like any industrial facility, actual peak loads are probably around 80% and average loads are lower.
Also, why do you assume that the data center has to be off-grid? That's a constraint of a space-based datacenter, not a ground based datacenter.
Datacenters with storage can complement grid power.
> The cheapest batteries today are around $100/kWh.
If we are comparing ground based data centers to hypothetical space based ones, then consider that grid scale iron air batteries are coming soon at $20/kWh.
https://www.wesa.fm/environment-energy/2024-02-19/weirton-fo...
Relevant tom Scott video: https://youtu.be/bJ_seXo-Enc?si=m_QjHpLaL8d8Cp8b
There is a lot of research, but it’s not as simple as operating under real gravity. Makes many movements harder and can result in getting sick.
Whether you freeze or not depends on whether you're in the sun or not. Spacesuits are white to reflect as much light as feasible mostly to keep the astronauts from cooking. For example, surface of the moon can heat to 120° C / 250° Fahrenheit / 400 K.
Over time I'm sure all the liquids will manage to escape. Here's what happens to blood not contained by blood vessels and skin: https://www.youtube.com/watch?v=jU3MOLqA3WA