I say this tongue in cheek, but in all seriousness, I can't really think of any other benefit, and I no longer have a lot of faith in the good sense of some of the people involved.
1) Energy infra is going to be seriously limited on the production side well, well below demand
2) energy engineering solar for space requires less materials than for gravity-based solar (!)
3) you cut out distribution network needs when you just launch stuff all per-pod in space
4) SpaceX thinks it can create a scalable vertically integrated production facility to turn raw materials into space datacenter pods, with the exception of chips.
As a business bet, this is predicated on 10,000x inference demand growth - if we have that, and SpaceX can get the integrated production rolling, and get Starship launching, then these will be actively utilized at scale.
Whether you are bullish on the whole plan should, I think come down to your take on those priors: 10kx growth, ability to manage supply chain and production, Starship outlook, and silicon access.
I'm not bearish on this after listening to the podcast; it has a very Elon-like returns distribution - if they're wrong on a lot of this, they'll probably have some moderately price-competitive datacenter facilities in space and a lot of built organizational knowhow while Brooklyn journalists dunk on them for spending all that effort to just replicate what we have on Earth. If they're right about most of this, they'll have an unreplicable head start, both due to years of experience, and due to the cheap launch they gambled on ten years ago, they'll have a nearly insurmountable moat.
By the way, 10,000x inference growth would look like what happened with cryptocurrency mining - after a couple of years, you'd be needing to upgrade all your machines with ASICs and the market would be flooded with very cheap graphics cards. I doubt that upgrading space data centres would be fun.
Are we still going to pretend that the man who has gotten every single prediction wrong so far knows what he is talking about?
The fact that this lunatic is polluting humanity's view into the universe mainly for enriching himself and his shareholders, and that everyone is playing along with this, is sickening.
I’ll bite. It’s cheaper and quicker to permit a launch than permit, zone and interconnect a datacenter. And solar panels in space don’t need glass cladding, which makes them cheaper to make and lift.
The downside is launch cost. But there is a breakeven between these factors that seems to have most of its error bars within Starship’s target. (By my math, around $35/kg.) So if Starship works, and all indications seem to show that it will, eventually, then that puts space-based data centers at cost parity with terrestrial ones within a decade. Which was, well, unexpected when I ran the numbers.
(The surprising finding when you run the numbers is launching the chips and solar panels isn’t the limiter, it’s launching the radiators. Which opens up whole new questions about at what scale it makes sense to stop sending those up the well.)
There's plenty of empty land sufficiently far from cities and not being used for anything else and that shouldn't have permitting or zoning problems.
For interconnect do that via satellite.
Which means interconnect permitting.
> For interconnect do that via satellite
As in power.
But that equipment starts generating compute as soon as it’s up. This dramatically increases the capital efficiency of the venture. (Though space launch is still ultimately capital intense. Lower rates go, the more attractive it becomes.)
> Cooling and bandwidth are also completely unsolved
Quite wrong. (Though I was surprised by this, too.) ISS-style radiators (14 kg/kW) require Starship’s most optimistic launch cadences to make economic. But sub 10 kg/kw, which is closer to ISS heritage than any of the newer stuff, lets $100/kg to LEO work under most circumstances. Drop it to 6 kg/kW and even Falcon 9 becomes viable for low costs of capital (<3%) and 4-year permitting and build times.
Bandwidth is a problem, but an engineering one. (And one Starlink is working on with laser backhaul.)
Simply put, you don’t. Your DC is launched into its graveyard. If a chip burns out it burns out—maybe rack design is a bit more redundant to keep failures as independent as possible.
Maybe at some point repair is a valid optimization. But it’s not necessary for an MVP, namely, one that is competitive against 3 to 5-year terrestrial delays and sub-10% costs of capital for such projects. That’s what has surprised me.
