One of the things space has going for it is abundant cheap energy in the form of solar power. What can you do with megawatts of power in space though? What would you do with it? People have thought about beaming it back to Earth, but you'd take a big efficiency hit.
AI training needs lots of power, and it's not latency sensitive. That makes it a good candidate for space-based compute.
I'm willing to believe it's the best low-hanging fruit at the moment. You don't need any major technological advances to build a proof-of-concept. Whether it's possible for this to work well enough that it's actually cheaper than an equivalent terrestrial datacenter now or in the near future is something I can't answer.
You do - cooling those datacenters in space is an unsolved problem.
> ... we'd need a system 12.5 times bigger, i.e., roughly 531 square metres, or about 2.6 times the size of the relevant solar array. This is now going to be a very large satellite, dwarfing the ISS in area, all for the equivalent of three standard server racks on Earth.
https://taranis.ie/datacenters-in-space-are-a-terrible-horri...
The gist of it is that about 99% of cooling on earth works by cold air molecules (or water) bumping into hot ones, and transferring heat. There's no air in space, so you need a radiator 99x larger than you would down here. That adds up real fast.
LOL, this seems so far off from the reality of what manufacturing looks like in reality. - sending raw materials up there - service technicians are necessary ALL THE TIME, in fully automated production lines - sending stuff back down
Maybe I lack vision, but data centers in space is a 1000x times better idea and that is already a terrible idea.
Automated asteroid mining, and asteroid harvesting, are potential areas where we have strong tech, a reasonable pure automation story, and huge financial upsides. Trillion dollar asteroids... If we’re sourcing metals out there, and producing for orbital operations or interplanetary shenanigans, the need for computing and automation up there emerges.
And I imagine for the billionaire investor class now is the window to make those kinds of plays. A whole set of galactic robber barons is gonna be crowned, and orbital automation is critical to deciding who that is.
(please don't ask what we do when those break down)
That's what asteroid mining is for.
>>service technicians are necessary ALL THE TIME
Optimus is already very well tele-operated. Even though over time it can likely be trained to do specific tasks far better than even humans.
I think you might have no sense of what it takes to go from a raw mined material to something that can be used in a factory. I am not saying it cannot be done. I am just saying it cannot be done in a way that is cheaper than on earth.
The justification (today) is that you can do very exotic things in zero-G that aren't possible on Earth. Growing ultra-pure crystals and fibre optics and similar.
It's the same issue that I have with data centers in space. I don't think there is any big technical hurdle to send a GPU rack into space and run it there. The problem is that I have a hard time to believe it is cheaper to run a datacenter in space. When you have to compete solely on cost, it will super hard.
In a frictionless economy governed by spherical cows it'd be insane. But back here on Earth, AI is heavily bottlenecked by the refusal or inability of the supply chain to scale up. They think AI firms are in a bubble and will collapse, so don't want to be bag holders. A very sane concern indeed. But it does mean that inferencing (the bit that makes money) is constantly saturated even with the industry straining every sinew to build out capacity.
One bottleneck is TSMC. Not much that can be done about that. The other is the grid. Grid equipment manufacturers and CCGT makers like Siemens aren't spinning up extra manufacturing capacity, again because they fear being bag holders when Altman runs out of cash. Then you have massive interconnection backlogs, environmentalists attacking you and other practical problems.
Is it easier to get access to stable electricity supplies in space? It's not inconceivable. At the very least, in space Elon controls the full stack with nearly no regulations getting in the way after launch - it's a pure engineering problem of the sort SpaceX are good at. If he needs more power he can just build it, he doesn't have to try and convince some local government utility to scale up or give him air permits to run generators. In space, nobody can hear you(r GPUs) scream.
It’s not necessarily cheaper energetically to get stuff from an asteroid than from Earth. You’d have to accelerate stuff from a wildly different orbit, and then steer it and slow it down. Metric tonnes of stuff. It’s not physically impossible, but it is wildly expensive (in pure energy terms, not even talking about money) and completely impractical with current technology. We just don’t have engines capable of doing this outside the atmosphere.
Solar powered datacenters on Earth don't make sense to me. The GPUs are so expensive you want to run them 24/7 and power cycling them stresses the components a lot so increases failure rate. Once it boots up you need to keep the datacenter powered, you can't shut it down at night. Maybe for CPU datacenters solar power can make sense sometimes, but not for AI at the moment.
Nuclear is super hard and expensive to build. It probably really is easier to put servers in space than build nuclear.
Wouldn't he be able to float solar panels and GPUs out into international waters and run them on cargo ships powered by bunker fuel much (much much) cheaper than launching them into space?
Delta V from just about anywhere in the solar system is lower than launching from the surface of Earth. You could launch stuff from Mars and bring it back to Earth orbit with less energy than launching it from Earth. The rocket equation is really punishing.
https://www.imo.org/en/mediacentre/pressbriefings/pages/imo-...