As an ignoramus to these things.... there are only just so many Googles though. Having made a significant jump, are they really expected to continue that growth?

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benl 2 hours ago | parent | next [-]

The bet is that demand for AI tokens will continue to grow exponentially. And that SpaceX will be able to deploy and rent out GPUs to serve those tokens faster than anyone else.

The wrinkle is that they are planning to deploy those GPUs in space. That’s what people are most skeptical about, I think!

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Alive-in-2025 2 hours ago | parent [-]

Space data centers need years of time to design, build, and deploy, 5-10 at least, and that's after they solve their multiple very difficult or impossible problems. How will they cool them? There are just simple ideas like giant structures to radiate the heat away, but you say you need to put lots of mass in orbit?

Like fsd, will take decades to figure things out.

	▲	benl an hour ago \| parent \| next [-]
		Well yes it will be hard, and hence maybe not economical, and that’s why many people are skeptical of the business case (myself included btw). But satellite cooling already exists (Starlink v2 satellites dissipate heat at over a kilowatt I believe), so that’s why other people find it plausible.
	▲	XorNot an hour ago \| parent \| prev [-]
		They also need Starship at minimum, which is now a 10+ year old project still exploding regularly. Starship is at minimum a 2030 project at this point. And even producing the volume of chips needed for the type of growth space data centers would need to have to justify this would be another decade if construction started now on those fabs.

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wrsh07 an hour ago | parent | prev [-]

Google and friends continue to see increased demand for their wares. The bet is probably that SpaceX is one of the best-placed companies to deliver incremental compute. They've shown they can build data centers fast.