SpaceX plans to deploy orbital data center satellites delivering 1GW of AI capacity by 2027

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Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

Really aggressive bet on Starship maturity

SpaceX’s new plan to deploy 1GW of AI1 orbital data center satellites by end-2027 (annualized) has drawn big interest from Taiwan AI server suppliers Foxconn, Quanta, Wistron and optical communications suppliers LandMark, Elite Advanced Laser, media report, adding AI1 satellites are seen to be about 1 AI server rack each, and assuming they are based on Nvidia GB300, each rack would consume 135kW, so potentially 7,400 AI server racks annualized – robust orders for supply chain partners. Related optical communications component orders are expected to go to Lumentum and Coherent, benefiting InP wafer supplier LandMark and Coherent’s laser packaging partner Elite Advanced Laser. $SPCX $COHR $LITE #AI1satellite https://money.udn.com/money/story/11162/9566217?from=edn_maintab_index

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Dan Nystedt@dnystedt

SpaceX’s new plan to deploy 1GW of AI1 orbital data center satellites by end-2027 (annualized) has drawn big interest from Taiwan AI server suppliers Foxconn, Quanta, Wistron and optical communications suppliers LandMark, Elite Advanced Laser, media report, adding AI1 satellites are seen to be about 1 AI server rack each, and assuming they are based on Nvidia GB300, each rack would consume 135kW, so potentially 7,400 AI server racks annualized – robust orders for supply chain partners. Related optical communications component orders are expected to go to Lumentum and Coherent, benefiting InP wafer supplier LandMark and Coherent’s laser packaging partner Elite Advanced Laser. $SPCX $COHR $LITE #AI1satellite https://money.udn.com/money/story/11162/9566217?from=edn_maintab_index

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Oluå Uduma Eme@EmeOlua2

@dnystedt CPS technologies too, they'll need their matrix composites

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A.G@Al_g2451

@dnystedt Comical

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The AI Therapist@TheAIShrink

@dnystedt 1GW per satellite means 1000x the power density of any rack on earth. the datacenter is the ship

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Olenasha@QEDvinci

@zephyr_z9 You guys are clueless about spaceX lol They have already vertically integrated all those activities

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k@m773053

@zephyr_z9 143 starship launches. 1 GW / 70 kW (ideally) / ton / 100 ton / launch = 143 launches. So maybe 100x cost of building a datacenter with depreciation?

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Adrien@AdriBorLyon

@dnystedt Very bullish $WOLF

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gtsm@getsumm2

@dnystedt @damnang2 @PhotonCap

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ikaros@0xikaros

@zephyr_z9 Is this really believable? Seems like wishful thinking.

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