I am just honestly confused. There seem to be no logical reason for it, except that it would raise the stock value of rocket producers like SpaceX and Blue Origin.

  • Kazumara@discuss.tchncs.de
    10·
    2 days ago

    I don’t think it makes any sense either:

    • Cooling will be large and expensive as hell
    • Getting computers there will be expensive
    • Getting solar cells there will be expensive
    • The radiolink to earthbound networks will be expensive and slow

    The only positive is that the energy will be cheap, and that the computers are safe except from nation state actors and untracked space debris.

    I lean towards this being a narrative for the markets. Space Exploration Technologies Corp. claimed a 370 billion USD total addressable market (TAM) in space enabled solutions, and a 26.5 trillion USD TAM for AI in their S-1 filing before going public. They state within that their goal over time is to launch 100 gigawatts of compute to space each year.

    By making the claim that this would be worthwhile they present themselves as uniquely positioned to profit from this situation. Moreso than other AI compute companies or other rocket launch companies.