https://newsletter.semianalysis.com/p/to-boldly-go-the-case-for-space-datacenters
Lisan al Gaib@scaling01
SemiAnalysis forecasts that space datacenters will reach price parity with terrestrial ones in 2040
12:23 PM · Jun 8, 2026 · 2.7K Views
SemiAnalysis says space-based datacenters will cost 4x more than terrestrial facilities in 2026, reaching parity by 2040
Orbital compute costs will fall below terrestrial levels after 2040
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Users criticized forecasts of orbital datacenters as uninspired metal boxes of stacked GPUs and dismissed the 2040 timeline as making SpaceX worthless.
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Dave McClure@davemcclure
deep dive on #OrbitalDataCenters by @SemiAnalysis_ article suggests they will be ~4X expensive as earth-bound datacenters (at least next 10-15 yrs) 🤔🚀🛰️ https://newsletter.semianalysis.com/p/to-boldly-go-the-case-for-space-datacenters
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Mihai Balint@mbalint
@scaling01 if a space datacenter looks like a huge metal box with neatly-stacked GPUs inside, we've failed.
18hViews 33
Ry Lanham@ry4lanham
@scaling01 If it takes that long, SpaceX is worthless.
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