Data centres stirring up opposition? Sell a sci-fi vision that you will move them to Space! And reassure your over-extended investors that the data centre buildout rush you’re committing to isn’t going to get bogged down in protests and lawsuits.
The people hyping this stuff are not stupid, just their real goal (make as much money as possible as quickly as possible) has only a vague relationship to what they claim to be doing.
Like, come on, you must understand what a stupid response this is? “There is a bubble” is not a sufficient thesis to, well, do much of anything on.
Its almost as if there is good money to be made promoting bad ideas! Theranos, Wework, Tesla, NFTs, Crypto.
We've moved past bullshit jobs to a bullshit economy, which operates by moving money from investors to billionaires and back again, driven by pitch deck thoughts and prayers and implied threats. ("Bail us out or everyone dies.")
They still pass through the earth's shadow in the weeks around the equinoxes though. Worst case is about 70 minutes of shadow.
That said, it seems more likely to me that there is no requirement to stay over the same spot on the earth, and a lower altitude sun-synchronous orbit would be used.
The sun synchronous are polar orbits ($$$) that are preferred for earth observation (so that the sun is casting the same shadows). As these are polar orbits, the satellite is not overhead all the time and getting a satellite into such an orbit takes a bit of work.
A SpaceX is at about $3k / kg to LEO. The numbers I see suggest a $20k / kg to a polar orbit.
The next option is being far enough out of the way that the earth's shadow isn't an issue. For that, instead of a 500 km sun synchronous orbit, you'd be going to 36,000 km orbit. This is a lot further from the surface, takes a lot more fuel... and it's a geostationary orbit.
However, as a geostationary orbit, these spots are valuable. Slots in this orbit are divided into slots.
https://www.astronomy.com/space-exploration/wealthy-nations-...
> There are only 1,800 geostationary orbital slots, and as of February 2022, 541 of them were occupied by active satellites. Countries and private companies have already claimed most of the unoccupied slots that offer access to major markets, and the satellites to fill them are currently being assembled or awaiting launch. If, for example, a new spacefaring nation wants to put a weather satellite over a specific spot in the Atlantic Ocean that is already claimed, they would either have to choose a less optimal location for the satellite or buy services from the country occupying the spot they wanted.
> Orbital slots are allocated by an agency of the United Nations called the International Telecommunication Union. Slots are free, but they go to countries on a first-come, first-served basis. When a satellite reaches the end of its 15- to 20-year lifespan, a country can simply replace it and renew its hold on the slot. This effectively allows countries to keep these positions indefinitely. Countries that already have the technology to utilize geostationary orbit have a major advantage over those that do not.
Furthermore, the "out of a nations control" - those slots are owned by nations. Countries would likely be very annoyed for someone to be putting satellites there without authorization. Furthermore, they only work with the countries on those areas. They also require spacing to ensure that you can properly point an antenna to that satellite.
Furthermore, geosynchronous orbits have a 0.5 second round trip lag. This could be a problem for data centers.
Misbehaving satellites in the geosynchronous orbit are also of concern ( https://en.wikipedia.org/wiki/Galaxy_15 ).
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Putting things in these orbits is pricy. For LEO, you'd need a lot of them. For geosynchronous, the idea of servicing them is pretty much a "you can't do that" (in 10 - 20 years they use their last fuel and get pushed to a higher orbit and pretty much get forgotten about).
Satellites in geosynchronous orbit are things that need to be especially well behaved because any orbital debris in that area could really ruin everyone's day.
Compute in space doesn't make sense.
And geostationary isn't necessary for this. You could go a bit higher or lower and still have 24/7 sunlight. Relay your communications through Starlink or something and you have full connectivity.
That said, I think orbital data centers still don't make sense, for all the reasons described in the article.
Myself, I made the decision to go to cash a while ago, right before the recent AI pullback. Things were going great for a week until I started seeing all that money go unclaimed. I get back in, and the pullback I predicted happens. It was my own conscious decision to look past the gorilla in the room to get more free treats. I'll be fine but this is a good anecdote for how these things unfold.
Sears went bankrupt in 2018. It took a long time for the market to catch on.
Musk is involved in every aspect of Golden Dome.
Sure you can put people underground, but that’s probably not much fun. Why not just do that on earth?
It's further complicated by the fact that most of the worst examples of AI hype are not public. Like, if and when the bubble bursts, the hyperscalers will likely get burned, but they're not going to go to zero or anywhere near it.
And that's assuming you already have stocks; it's very different, risk-wise, from shorting or buying puts.
> Your cash gets 4% a year just waiting--paid monthly.
It really doesn't, due to inflation.
Starship, at least as a rapidly reusable second stage, may fail, rockets are hard. But you aren’t really engaging with people’s dreams if you start from “we don’t have access to the technologies that appear to represent a one to two order of magnitude cost shift”.
https://wikipedia.org/wiki/Golden_Dome_(missile_defense_syst...
But then again no one is really serious about Mars.
Space datacenters aren't going to be equipped with military infrared sensors. They stick out like a sore thumb on the electromagnetic spectrum and the second you test it every peer-power would know it's a military platform. Nevermind the fact that the satellites don't transmit to American C2, so they'd need laggy ad-hoc networking to reach STRATCOM over on Link 16.
> Musk is involved in every aspect of Golden Dome.
SpaceX is the only firm on the planet produces a booster stack with the throw weight to put a usable kinetic weapon in orbit. It's not their first military contract, Musk has been sticking his nose in the NRO projects for years now.
Are you the user forgot-im-old? Your stylometry (and obsession with Musk/SDI) is pretty familiar. https://news.ycombinator.com/threads?id=forgot-im-old
If you're interested in Musk and the Mars Society history as a front for the U.S. military industrial complex, a good start is https://www.mintpressnews.com/pentagon-recruiting-elon-musk-...
And that was written before Musk won the recent Golden Dome contracts, etc.. so very precient
SDA’s “Battle Management Layer will provide automated space-based battle management through command and control, tasking, mission processing and dissemination” to support time-sensitive kill-chain closure. https://www.sda.mil/battle-management
Golden Dome and future missile tracking and ISR will depend on real -time insights, which requires Edge Computing on orbit, running advanced AI/ML algorithms.” https://unibap.com/news/defense-in-the-foreground
sorry can't help you with your user feuds
Is SDA "tracking and targeting" on consumer satellites, or are they not? Let's narrow this down to your initial claim.
He has the launch platform (spacex), he has the existing power and data infrastructure (starlink), he has the demand side. (Xai)
Will he succeed? That is different question. Is it possible to add enough power generation and thermal radiative capacity to starlink nodes to bother? Don’t know, but an analysis that fails to answer those two specific engineering questions is useless.