alt.hn

2/2/2026 at 9:51:22 PM

xAI joins SpaceX

https://www.spacex.com/updates#xai-joins-spacex

by g-mork

2/2/2026 at 10:06:22 PM

> it is possible to put 500 to 1000 TW/year of AI satellites into deep space, meaningfully ascend the Kardashev scale and harness a non-trivial percentage of the Sun’s power

We currently make around 1 TW of photovoltaic cells per year, globally. The proposal here is to launch that much to space every 9 hours, complete with attached computers, continuously, from the moon.

edit: Also, this would capture a very trivial percentage of the Sun's power. A few trillionths per year.

by gok

2/3/2026 at 12:24:23 AM

We also shouldn't overlook the fact that the proposal entirely glosses over the implication of the alternative benefits we might realize if humanity achieved the incredible engineering and technical capacity necessary to make this version of space AI happen.

Think about it. Elon conjures up a vision of the future where we've managed to increase our solar cell manufacturing capacity by two whole orders of magnitude and have the space launch capability for all of it along with tons and tons of other stuff and the best he comes up with is...GPUs in orbit?

This is essentially the superhero gadget technology problem, where comic books and movies gloss over the the civilization changing implications of some technology the hero invents to punch bad guys harder. Don't get me wrong, the idea of orbiting data centers is kind of cool if we can pull it off. But being able to pull if off implies an ability to do a lot more interesting things. The problem is that this is both wildly overambitious and somehow incredibly myopic at the same time.

by rainsford

2/3/2026 at 4:46:36 AM

A lot of great inventions we now take for granted initially came with little motivation other than being able to kill each other more effectively. GPS, radar, jet engines, drones, super glue, microwaves, canned food, computers, even the internet. Contrary to the narrative of the internet being about sharing science, ARPANET was pushed by the DoD as a means of maintaining comms during nuclear war. It was then adopted by universities and research labs and started along the trajectory most are more familiar with.

The tale of computers is even more absurd. The first programmable, electric, and general-purpose digital computer was ENIAC. [1] It was built to... calculate artillery firing tables. I expect in the future that the idea of putting a bunch of solar into space to run GPUs for LLMs will probably seem, at the minimum - quaint, but that doesn't mean the story ends there.

[1] - https://en.wikipedia.org/wiki/ENIAC

by somenameforme

2/3/2026 at 8:25:20 AM

That’s not the point of the person you are replying to. They are saying if we somehow come up with the tech that makes harnessing the sun a thing, the best we can still do is put a bunch of GPUs in space? It makes no sense.

by WD-42

2/3/2026 at 8:40:16 AM

It kinda does make sense if you consider that solar panels in space have been used for a very long time (to power satellites). However, getting the electricity they generate down to Earth is very complicated, so you end up having to use it in space, and one of few things that would make sense for that is indeed data centers, because getting the data to Earth is easier (and Elon already handily has a solution for that).

However I'm curious how many solar panels you would need to power a typical data center. Are we talking something like a large satellite, or rather a huge satellite with ISS-size solar arrays bolted on? Getting rid of the copious amounts of heat that data centers generate might also be a challenge (https://en.wikipedia.org/wiki/Spacecraft_thermal_control)...

by rob74

2/3/2026 at 10:30:20 AM

> It kinda does make sense if you consider that solar panels in space have been used for a very long time (to power satellites).

It stops making sense the second you ask how you’d dissipate the heat any GPU would create. Sure, you could have vapour chambers. To where? Would this need square kilometers of radiators on top of square kilometers of solar panels? All this just to have Grok in space?

by kergonath

2/3/2026 at 3:01:20 PM

You have a dark radiating side on the back of the solar panels. You can spread the GPUs around the solar panels. All the energy in comes from the sun so the temperature should be much the same as any dark panel like object floating in sunlight in space.

by tim333

2/3/2026 at 6:33:18 PM

Or something like that - the temperature goes hot and cold as the things go into light and shadow so they have insulation.

by tim333

2/4/2026 at 1:09:21 AM

No, temperature does not decrease significantly when objects are in the shadows, unless hey stay there for a long time. Even when they don’t get energy from solar radiation, they still dissipate it by radiative transfer, which is very inefficient. So they cool down slowly.

by kergonath

2/3/2026 at 11:11:25 PM

Random objects floating in space do not have GPUs on them which generate heat. You need to move the heat from GPUs to a radiator, so you are describing the actual solution of radiators in a roundabout way. Radiators weigh an amount and cost money. The consequence of factoring this in with optimistic assumptions is that it's about 1/4 as efficient to build space compute as earth compute. It's hype bullshit.

by squibonpig

2/3/2026 at 2:55:57 PM

> It stops making sense the second you ask how you’d dissipate the heat any GPU would create.

The answer, as you surmised, is indeed radiators.

by geertj

2/3/2026 at 8:45:15 PM

Elon already answered this type of question before, albeit quite sarcastically iirc, tho I can't find the tweet right now

by bigmm

2/4/2026 at 1:10:39 AM

Elon cannot change the laws of Physics, is not a serious person, and has no particular engineering skills. He is not authoritative on almost anything. He’s just cosplaying.

by kergonath

2/3/2026 at 11:12:48 PM

Elon is not a good person to ask on technical matters like this given both his history of saying really silly things about space-related technologies and his enormous incentive to lie to attract investors.

by squibonpig

2/3/2026 at 12:12:13 PM

But space is very cold, so no problem there /sarcasm

by missingdays

2/3/2026 at 9:10:48 AM

The plan seems to be for lots and lots of smaller satellites.

For inferencing it can work well. One satellite could contain a handful of CPUs and do batch inferencing of even very large models, perhaps in the beginning at low speeds. Currently most AI workloads are interactive but I can't see that staying true for long, as things improve and they can be trusted to work independently for longer it makes more sense to just queue stuff up and not worry about exactly how high your TTFT is.

For training I don't see it today. In future maybe. But then, most AI workloads in future should be inferencing not training anyway.

by mike_hearn

2/3/2026 at 4:55:55 PM

Latency means this still makes no sense to me. Perhaps some batch background processing job such as research or something but that's stretching.

by KoolKat23

2/3/2026 at 9:07:05 AM

A 10MW data center would require square kilometers of solar arrays, even in space.

It’s just as real as the 25k Model 3.

by spiderfarmer

2/3/2026 at 3:04:50 PM

0.2 sq km approx.

by tim333

2/3/2026 at 9:12:35 AM

>Getting rid of the copious amounts of heat that data centers generate might also be a challenge

at 70 Celsius - normal for GPU - 1.5m2 radiates something like 1KWt (which requires 4m2 of panels to collect), so doesn't look to a be an issue. (some look to ISS which is a bad example - the ISS needs 20 Celsius, and black body radiation is T^4)

by trhway

2/3/2026 at 12:03:30 PM

So for the ISS at 20c you'd get 481 W/m^2 so you'd only need 2.3m2. So comparing the ISS at 20c to space datacenters at 70c you get an improvement of 63%. Nice, but doesn't feel game-changing.

The power radiated is T^4, but 70c is only about 17.1% warmer than 20c because you need to compare in kelvin.

by rocqua

2/3/2026 at 11:32:58 PM

>The power radiated is T^4, but 70c is only about 17.1% warmer than 20c because you need to compare in kelvin.

17% in T^4 is almost 2x - plugging 293 (in Kelvin of course) in the calculator i get 417 W/m2 vs. 784W/m2 that i got earlier for the 343 (Kelvin for the 70 Celsius).

The ISS targets rejecting 70KW and has something like 140m2 of radiators. These radiators are attached to the ISS and use a lot of plumbing to carry the cooling liquid.

Where is GPUs and everything can be attached directly to the radiators and solar panels. So 70KW - 70 GPUs - can be placed right onto the 10m by 10m radiator panel. In front of those GPUs sitting on that radiator - a 15m by 20m solar panels assembly. Whole thing is less than 1 ton. Between $10K and $100K on Starship.

by trhway

2/3/2026 at 8:43:18 PM

give us a break, you have to start somewhere, and find someone willing to start it all

by bigmm

2/3/2026 at 11:08:40 AM

Sending post-compute radio waves to Earth is much safer than sending back TW of power.

by brador

2/3/2026 at 2:47:21 PM

That's even more reason that if we manage to increase the amount of solar energy cells by 1000x there are so many more effective ways to use it than immediately flinging them into space. They're not getting constructed as satellites mid-orbit, after all.

by saghm

2/3/2026 at 3:21:44 PM

The problem Elon is trying to address is a societal one, not a technical one. The amount of push back on clean energy generation and manufacturing prevents data centers on earth from being as feasible as they should be. He only got his newly opened xAI data center open using temporary generators on trailers and skirting the permitting process by using laws designed for things like traveling circuses.

by whamlastxmas

2/3/2026 at 11:15:49 PM

Maybe pushback is valid. Why do we need an order of magnitude more datacenters with attendant energy demand and strain on the surround people and environment? What is this meant to achieve?

by squibonpig

2/3/2026 at 5:19:30 PM

Interesting phrasing. Does our society exist to see that no billionaires flavor of the month whims go unfulfilled?

by coffeebeqn

2/3/2026 at 5:29:14 PM

I'm not supporter of capitalism, but what Elon is doing is the same as any other business or capitalist participant. He is seeing current demand and anticipating future demand and building systems to meet that demand. I have no desire for society to fulfill whims of the ruling elite but I don't think Elon is doing this on a whim anymore than any business doing any thing likely to make them money.

by whamlastxmas

2/3/2026 at 8:30:51 AM

>the best we can

oh, we'll sure find a way to weaponize that energy for example - just imagine all those panels simultaneously turning their reflective back in a way to form gigantic mirror to focus reflected solar energy on your enemy, be that enemy in space or on the Earth/Moon/Mars ground. Basically space-scale version of 'death ray scyscrapper' https://www.businessinsider.com/death-ray-skyscraper-is-wrea....

Back in the day the Star Wars program was intending to use nuclear explosions to power the lasers, i guess once all that solar for AI gets deployed in space we wouldn't need the explosions anymore.

Interesting that such space deployment can deny access to space to anybody else, and that means that any competitive superpower has to rush to deploy similar scale system of their own. Space race v2.

by trhway

2/3/2026 at 8:49:08 AM

Pick any Gundam series and watch the last 5 or 6 episodes, at least through the Gundam SEED/Destiny era. At least part of the plot will invariably include a space-based superweapon being deployed by one side of the war to end all wars and the the plot for a few episodes will include the other side engaging in a series of challenges to keep that from firing again and destroying it if possible.

by SllX

2/3/2026 at 5:48:42 AM

I think the Colossus[1] predated the ENIAC but is still in line with your general theme of doing stuff for the military. In this case it was used for cipher breaking, not firing calculations.

You could argue that it doesn't really count though because it was only turing complete in theory: "A Colossus computer was thus not a fully Turing complete machine. However, University of San Francisco professor Benjamin Wells has shown that if all ten Colossus machines made were rearranged in a specific cluster, then the entire set of computers could have simulated a universal Turing machine, and thus be Turing complete."

[1] https://en.wikipedia.org/wiki/Colossus_computer

by saratogacx

2/3/2026 at 7:26:17 AM

> You could argue that it doesn't really count though because it was only turing complete in theory

Then you have to also count the Z3 which predates the Colossus by 2 years.

[1] https://en.wikipedia.org/wiki/Z3_(computer)

by pantalaimon

2/3/2026 at 8:53:45 AM

Yes, but isn't that pretty much the point of the person you replied to? We know that a lot of inventions were motivated by that, and so it is incredibly myopic to not pause and try to think through the likely far broader implications.

by vidarh

2/3/2026 at 9:13:11 AM

OK, so what are they?

Scaling photovoltaic production doesn't seem likely to have many broader implications on its own. At best, it makes it easier to change the grid to renewable power, if you ignore the intermittency problem that still exists even at huge scales. PV fabs aren't really reusable for other purposes though, and PV tech is pretty mature already, so it's not clear what scaling that up will do.

Scaling rocketry has several fascinating implications but Elon already covered many of them in his blog post.

Scaling AI - just read the HN front page every day ;)

What are we missing here? Some combinatoric thing?

by mike_hearn

2/3/2026 at 11:31:27 AM

Scaling up PV production to the point where we could convert the entire Earth's electricity generation to solar is incredibly significant.

Yes there's the problem of intermittency, varying sun availability and so forth - which is why solar will never provide 100% of our power and we'll also need grid-scale storage facilities and domestic batteries and all sorts of stuff - but just imagine being able to make that many panels in the first place! Literally solar on every roof, that's transformative.

But sure, let's send it all to space to power questionable "AI" datacentres so we can make more fake nudes.

by mathw

2/3/2026 at 3:32:40 PM

> doesn't seem likely to have many broader implications on its own

Considering how foundational energy is to our modern economy, energy several orders of magnitude cheaper seems quite likely to have massive implications.

Yes it might be intermittent, but I'm quite confident that somebody will figure out how to effectively convert intermittent energy costing millicents into useful products and services.

If nothing else, incredibly cheap intermittent energy can be cheaply converted to non-intermittent energy inefficiently, or to produce the enablers for that.

by bryanlarsen

2/3/2026 at 2:17:06 PM

> Scaling photovoltaic production doesn't seem likely to have many broader implications on its own

Musk is suggesting manufacture at a scale sufficient to keep the Earth's entire land area tiled in working PV.

If the maths I've just looked at is correct (first glance said yes but I wouldn't swear to it), that on the ground would warm the earth by 22 C just by being darker than soil; that in the correct orbit would cool it by 33 C by blocking sunlight.

by ben_w

2/3/2026 at 11:40:40 AM

Just scratching at the surface, assuming the increase in production capacity is only realistically possible if you can bring prices down (or this "project" would start to consume a proportion of economic output large enough to seem implausible), you can address the intermittency problem in several ways:

Driving down the cost makes massive overprovision a means of reducing the intermittency because you will be able to cover demand at proportionally far lower output, which also means you'll be able to cover demands in far larger areas, even before looking at storage.

But lower solar costs would also make storage more cost effective, since power cost will be a lower proportion of the amortised cost of the total system. Same with increasing transmission investments to allow smoothing load. Ever cost drop for solar will make it able to cover a larger proportion of total power demand, and we're nowhere near maximising viable total capacity even at current costs.

A whole lot of industrial costs are also affected by energy prices. Drive down this down, and you should expect price drops in other areas as well as industrial uses where energy expensive processes are not cost-effective today.

The geopolitical consequences of a dramatic acceleration of the drop in dependency on oil and gas would also take decades to play out.

At the same time, if you can drive down the cost of energy by making solar so much cheaper, you also make earth-bound data centres more cost-competive, and the cost-advantage of space-bound data centres would be accordingly lower.

I think it's an interesting idea to explore (but there's the whole issue of cooling being far harder in space), but I also think the effects would be far broader. By all means, if Musk wants to poor resources into making solar cheap enough for this kind of project to be viable, he should go ahead - maybe it'll consume enough of time to give him less time to plan a teenage edgelor - because I think the societal effects of driving down energy costs would generally be positive, AI or not, it just screams of being a justification for an xAI purchase done mostly for his personal financial engineering.

by vidarh

2/3/2026 at 1:53:15 PM

The only purely military thing is rockets and everything space related, there's just no way private businesses would've poured so much money into it

Computers and internet being storage, processing and communication systems are clearly useful for civilian purposes

by bydlocoder

2/3/2026 at 4:57:21 AM

Yes, but as Ron Perlman famously said in the beginning of Fallout, "War never changes".

I would be more shocked that we eliminated war than if we achieved this version of Elon's future.

It makes sense to think that we will continue to make scientific progress through war and self defense.

Reason being, nothing is more motivating than wanting to survive

by Peaches4Rent

2/3/2026 at 6:52:16 AM

I'm starting to wonder if a person like Elon with his... morals... is who we want to be creating a vision for the future.

by King-Aaron

2/3/2026 at 6:48:09 PM

You phrased it in a way as we decided to or somebody even asked us. I don't think that's how it works. Humans don't sit together and decide their future, we aren't that coordinated or united. But people like Elon and other people or groups, with the right resources, network, luck, talent and money build their vision of the future and how it turns out nobody knows until it happens.

by 1dontnkow_

2/3/2026 at 9:35:54 AM

Starting?

by duskdozer

2/3/2026 at 7:29:30 AM

[flagged]

by vibeprofessor

2/3/2026 at 7:39:58 AM

Bollocks, by your standards we can't discuss the most vile people because 'nobody's perfect' but there is a huge gap between the likes of Musk and ordinary people.

by jacquesm

2/3/2026 at 8:04:03 AM

Indeed, at least a $700 billion gap. One is reminded of a great Mark Twain quote, "Whereas principle is a great and noble protection against showy and degrading vanities and vices, poverty is worth six of it."

by somenameforme

2/3/2026 at 8:09:30 AM

The problem is that the Venn diagram of 'vile people' and 'billionaires' has a lot of overlap so these people are doing a disproportionate amount of damage.

by jacquesm

2/3/2026 at 7:37:25 AM

[flagged]

by King-Aaron

2/3/2026 at 5:11:46 AM

Not to go heads I win, tails you lose, but even if we go down this path - it's the same story because militaries are investing heavily in LLM stuff, both overtly and covertly. Outside of its obvious uses in modeling, data management, and other such things - there also seems to be a fairly widespread belief, among the powers that be, that if you just say the magic words to somebody, that you can make them believe anything. So hyper-scaling LLM potential has direct military application, same as Starlink and Starship.

by somenameforme

2/3/2026 at 8:28:46 AM

I think it's much simpler: smart mass surveillance. With LLMs you can finally read and analyze all messages people send to each other

by nurumaik

2/3/2026 at 5:00:29 AM

The digital internet began with the telegraphy network in the early 1800s.

Many, many network protocols were developed and used.

by WalterBright

2/3/2026 at 5:39:15 AM

Really? That is so interesting - which ones? Any ancestors of commonly used ones today?

by LPisGood

2/3/2026 at 7:44:34 AM

Off the top of my head BIX, Prodigy, Compuserve, MCIMail, BBS, Ethernet, Token Ring, $25 Network, AOL, Timeshare, Kermit, Fax

Anyone with 2+ computers immediately thought about connecting them.

by WalterBright

2/3/2026 at 6:36:15 AM

> with the telegraphy network in the early 1800s.

Late 1700 actually, and war was indeed a key motivation for the deployment of the Télégraphe Chappe.

by littlestymaar

2/3/2026 at 7:47:07 AM

See "The Victorian Internet: The Remarkable Story of the Telegraph and the Nineteenth Century's On-line Pioneers"

https://www.amazon.com/dp/162040592X

Télégraphe Chappe was a semaphore system using flags. It was not an electrical telegraph, nor was it binary.

by WalterBright

2/3/2026 at 6:53:31 PM

"The Victorian Internet" gives it its due. And its drawbacks - didn't work at night or in bad weather. It was very expensive as it needed human operators and towers. Only simple messages could be transmitted. And it was slow.

Morse's electrical single wire telegraph was an instant success and quickly transformed the world. It wasn't an evolutionary advance over the Chappe, it was revolutionary.

There were also electric lights before Edison's lightbulb. But Edison invented a lightbulb that was simple, cheap, reliable, and it worked. Hence his bulb gets the nod. He nailed it.

by WalterBright

2/3/2026 at 3:19:51 PM

It was optical. The modern internet mostly goes over optical fiber.

by tim333

2/3/2026 at 4:39:23 PM

Also, most networks work with non-binary signals.

So in a way, it was closer to the current internet than an electrical telegraph (it was farther in other ways though).

by littlestymaar

2/3/2026 at 12:52:27 PM

It wasn't binary nor electrical, but it was already digital. Excluding it would be arbitrarily restrictive.

by littlestymaar

2/3/2026 at 3:44:45 PM

Wouldn’t you also need to include the Ancient Greek phryctoriae military fire signalling system by that logic? It probably wasn’t the first, at that.

by DrPhish

2/3/2026 at 4:47:38 PM

It depends, how versatile was the Greek signaling system?

AFAIK the Télégraphe Chappe was the first general purpose telegraph able to send arbitrary messages, and was used by both the administration (for civilian as well as military purpose) and the private sector for business.

by littlestymaar

2/3/2026 at 10:27:59 AM

Well computers are a funny story. The groundwork had been laid and the theoretical and engineering advances that would produce programmable digital computers were well underway in the 1930s. It would have happened very soon even if there was no war, but of course WWII happened right in 1939, so obviously computers made at that time had the purpose of calculating artillery paths or decrypting German messages. But it would be incorrect to say that military applications in WWII are the reason computers were invented.

by andrepd

2/3/2026 at 2:30:11 PM

> Contrary to the narrative of the internet being about sharing science, ARPANET was pushed by the DoD as a means of maintaining comms during nuclear war.

[citation needed]

Because according to Bob Taylor, who initially got the funding for what became ARPANET:

> Taylor had been the young director of the office within the Defense Department’s Advanced Research Projects Agency overseeing computer research, and he was the one who had started theARPANET . The project had embodied the most peaceful intentions—to link computers at scientific laboratories across the country so that researchers might share computer resources. Taylor knew theARPANET and its progeny, the Internet, had nothing to do with supporting or surviving war—never did.Yet he felt fairly alone in carrying that knowledge.

> Lately, the mainstream press had picked up the grim myth of a nuclear survival scenario and had presented it as an established truth. When* Time magazine committed the error, Taylor wrote a letter to the editor, but the magazine didn’t print it. The effort to set the record straight was like chasing the wind; Taylor was beginning to feel like a crank.

* https://www.goodreads.com/book/show/281818.Where_Wizards_Sta... § Prologue

> Taylor told the ARPA director he needed to discuss funding for a networking experiment he had in mind. Herzfeld had talked about networking with Taylor a bit already, so the idea wasn’t new to him. He had also visited Taylor’s office, where he witnessed the annoying exercise of logging on to three different computers. And a few years earlier he had even fallen under the spell of Licklider himself when he attended Lick’s lectures on interactive computing.

> Taylor gave his boss a quick briefing: IPTO contractors, most of whom were at research universities, were beginning to request more and more computer resources. Every principal investigator, it seemed, wanted his own computer. Not only was there an obvious duplication of effort across the research community, but it was getting damned expensive. Computers weren’t small and they weren’t cheap. Why not try tying them all together? By building a system of electronic links between machines, researchers doing similar work in different parts of the country could share resources and results more easily. […]

* Wizards § Chapter 1

The first four IMPs were UCLA, SRI, UCSB, and Utah. Then BBN, MIT, RAND, System Development Corp., and Harvard. Next Lincoln Laboratory and Stanford, and by the end of 1970 Carnegie-Mellon University and Case Western Reserve University.

It was only "later in the 1970s" that command and control was considered more (Lukasik):

* https://en.wikipedia.org/wiki/ARPANET#Debate_about_design_go...

But the first two people who get the project going, Taylor and Herzfeld, were about the efficient use of expensive computer resources for research. Look at the firs >dozen sites and they were about linking researchers: the first DoD site wasn't connected until 3-4 years after things go going, and there was nothing classified about it. MILNET didn't occur until 1984:

* https://en.wikipedia.org/wiki/ARPANET#Operation

by throw0101a

2/3/2026 at 4:24:26 AM

> But being able to pull if off implies an ability to do a lot more interesting things.

Those interesting things won't pump up the perceived value of Musk companies to stratospheric levels - or dare I say - to the moon. He needs the public to believe that to earn the trillion-dollar package from the Tesla-Twitter-SpaceX conglomerate, even if the latter turns out to be the only profitable arm of the conglomerate.

by overfeed

2/3/2026 at 3:15:40 PM

"TwitslaX"

by thrtythreeforty

2/3/2026 at 3:34:32 AM

Yeah it does not make a whole lot of sense as the useful lifespan of the gpus in 4-6 years. Sooo what happens when you need to upgrade or repair?

by nwellinghoff

2/3/2026 at 3:59:42 AM

This is a question that analysts don't even ask on earnings calls for companies with lowly earthbound datacenters full of the same GPUs.

The stock moves based on the same promise that's already unchecked without this new "in space" suffix:

We'll build datacenters using money we don't have yet, fill them with GPUs we haven't secured or even sourced, power them with infrastructure that can't be built in the promised time, and profit on their inference time over an ever-increasing (on paper) lifespan.

by Lalabadie

2/3/2026 at 4:09:34 AM

> This is a question that analysts don't even ask

On the contrary, data centers continue to pop up deploying thousands of GPUs specifically because the numbers work out.

The H100 launched at $30k GPU and rented for $2.50/hr. It's been 3 years since launch, the rent price is still around $2.50.

During these 3 years, it has brought in $65k in revenue.

by acchow

2/3/2026 at 1:10:52 PM

They worked out because there was an excess of energy and water to handle it.

We will see how the maths works out given there is 19 GW shortage of power. 7 year lead time for Siemens power turbines, 3-5 years for transformers.

Raw commodities are shooting up, not enough education to cover nuclear and SMEs and the RoI is already underwater.

by kd913

2/3/2026 at 2:32:57 PM

My cynical take is that it'll works out just fine for the data centers, but the neighbouring communities won't care for the constant rolling blackouts.

by SketchySeaBeast

2/3/2026 at 2:36:49 PM

Okay but even in that case the hardware suffers significant under utilisation which massively hits RoI. (I think I read they only achieve 30% utilisation in this scenario)

by kd913

2/3/2026 at 3:29:21 PM

Why would that be the case if we assume the grid prioritizes the data centers?

by SketchySeaBeast

2/3/2026 at 3:37:57 PM

That is not a correct assumption. https://ig.ft.com/ai-power/

Reports in North Virginia and Texas are stating existing data centres are being capped 30% to prevent residential brownouts.

by kd913

2/3/2026 at 3:46:31 PM

That article appears to be stuck behind a paywall, so I can't speak to it.

That's good for now, but considering the federal push to prevent states from creating AI regulations, and the overall technological oligopoly we have going on, I wonder if, in the near future, their energy requirements might get prioritized. Again, cynical. Possibly making up scenarios. I'm just concerned when more and more centers pop up in communities with less protections.

by SketchySeaBeast

2/3/2026 at 8:30:54 AM

Beyond GPUs themselves, you also have other costs such as data centers, servers and networking, electricity, staff and interest payments.

I think building and operating data center infrastructure is a high risk, low margin business.

by fauigerzigerk

2/3/2026 at 4:27:51 AM

They can run these things at 100% utilization for 3 years straight? And not burn them out? That's impressive.

by hdjrudni

2/3/2026 at 5:43:30 AM

Not really. GPUs are stateless so your bounded lifetime regardless of how much you use them is the lifetime of the shitties capacitor on there (essentially). Modulo a design defect or manufacturing defect, I’d expect a usable lifetime of at least 10 years, well beyond the manufacturer’s desire to support the drivers for it (ie the sw should “fail” first).

by vlovich123

2/3/2026 at 9:15:43 AM

The silicon itself does wear out. Dopant migration or something, I'm not an expert. Three years is probably too low but they do die. GPUs dying during training runs was a major engineering problem that had to be tackled to build LLMs.

by mike_hearn

2/3/2026 at 1:57:08 PM

> GPUs dying during training runs was a major engineering problem that had to be tackled to build LLMs.

The scale there is a little bit different. If you're training an LLM with 10,000 tightly-coupled GPUs where one failure could kill the entire job, then your mean time to failure drops by that factor of 10,000. What is a trivial risk in a single-GPU home setup would become a daily occurrence at that scale.

by Majromax

2/3/2026 at 8:01:46 AM

I don't see anything impressive here?

by imtringued

2/3/2026 at 4:58:24 AM

> the useful lifespan of the gpus in 4-6 years. Sooo what happens when you need to upgrade or repair?

Average life of starlink satellite is around 4-5 years

by mandeepj

2/3/2026 at 1:01:21 PM

Starlink yes, at 480 km LEO. But the article says "put AI satellites into deep space". Also if you think about it, LEO orbits have dark periods so not great.

A better orbit might be Sun Synchronous (SSO) which is around 705 km, still not "deep space" but reachable for maintenance or short life deorbit if that's the plan. https://science.nasa.gov/earth/earth-observatory/catalog-of-...

And of course there are the LaGrange points which have no reason to deorbit, just keep using the old ones and adding newer.

by imglorp

2/3/2026 at 8:04:06 AM

damn. at this point its not even about a pretense for progress, just a fetish for a very dirty space

by lesostep

2/3/2026 at 8:48:18 AM

It's essentially a military network (which is why other power sphere want their own) and a way to feed money into spacex

by nolok

2/3/2026 at 12:55:38 PM

They re-enter and burn up entirely. Old starlinks don't stay in space.

by MPSimmons

2/3/2026 at 2:34:47 PM

So they pollute the upper atmosphere instead!

by youngtaff

2/3/2026 at 7:30:59 AM

Same that happens with Starlink satellites that are obsolete or exhausted their fuel - they burn up in the atmosphere.

by pantalaimon

2/3/2026 at 4:15:30 AM

With zero energy cost it will run until it stops working or runs out of fuel, which I'm guessing is between 5-7 years.

by superbaconman

2/3/2026 at 6:10:25 AM

5 to 7 months given they want 100kw Per ton and magical mystery sauce shielding is going to do shit all.

by tacticus

2/3/2026 at 4:12:17 AM

> Sooo what happens when you need to upgrade or repair?

The satellite deorbits and you launch the next one.

by tgsovlerkhgsel

2/3/2026 at 1:32:01 PM

so, instead of recycling as many components as possible (a lot of these GPU have valuable resources inside) you simply burn them up.

I'm guessing the next argument in the chain will be that we can mine materials from asteroids and such?

by jerojero

2/3/2026 at 9:58:32 AM

Such a waste of resources

by youngtaff

2/3/2026 at 4:03:34 AM

not to mention that radiation hardening of chips has a big impact on cost and performance

by gricardo99

2/3/2026 at 6:31:30 AM

You could immersion cool them and get radiation resistance as a bonus.

by parineum

2/3/2026 at 7:09:51 AM

Yes, because launching then immersed in something that will greatly increase the launch weight will help...

by bigbluedots

2/3/2026 at 5:37:25 AM

A "fully and rapidly reusable" Starship would bring the cost of launch down orders of magnitude, perhaps to a level where it makes sense to send up satellites to repair/refuel other satellites.

by rlt

2/3/2026 at 4:05:27 PM

I feel like the proposal also glosses over why a merger is necessary and desirable to accomplish the goals.

Why couldn't xAI just, you know, contract with SpaceX to launch its future Datacenters In Space?

Wouldn't a company focused on a single mission, Datacenters In Space, be better at seeing that goal to fruition, instead of a Space Launch Company with a submission of Datacenters In Space, which might decide to drop the project in three years to focus on their core mission of being a Space Launch Company?

Even granting the goal as desirable and possible, why is a merger the best way to pull it off?

by saalweachter

2/3/2026 at 4:13:36 PM

Probably because its just a shitty justification to move money around.

by franktankbank

2/3/2026 at 10:59:32 PM

Your argument is that Elon isn't grandiose enough with his statements and timelines?

by invig

2/3/2026 at 12:57:24 AM

So what are the other things? You said he glossed over them and didn't mention a single one.

by byearthithatius

2/3/2026 at 1:11:15 AM

Reliably and efficiently transport energy generated in space back to earth, for starters

Or let me guess, its going to be profitable to mine crypto in space (thereby solving the problem of transporting the "work" back to earth)

by aorloff

2/3/2026 at 4:00:16 AM

Overview energy has done interesting work in this area.

by brd529

2/3/2026 at 2:35:05 PM

Beaming energy always sucks. Without some very fundamental discoveries in physics nobody will every make this work economically. This isn't just an engineering problem, it's a physics problem.

by _fizz_buzz_

2/3/2026 at 3:15:03 PM

Beaming energy does suck, but it might be something to do before we launch thousands of terawatts of GPUs to space.

by mlyle

2/3/2026 at 4:02:20 AM

It's always better to generate electricity on the ground than attempt to beam it to the ground from space. The efficiency loss of beamed power is huge.

by mlindner

2/3/2026 at 4:14:12 AM

The efficiency loss of nighttime is approximately 100% if we’re talking about solar energy. At least at a most basic level, it’s not totally absurd to stick some kind of power beaming contraption in space where it is mostly not shadowed by the Earth and beam power to a ground station.

by amluto

2/3/2026 at 5:31:15 AM

I concur it’s not necessarily totally absurd — but when you consider that such contraptions require large — very large! — receiving arrays to be built on the ground, it’s hard to avoid concluding that building gigantic photovoltaic arrays in, say Arizona (for the US) along with batteries for overnight buffering and transmission lines would still be massively more efficient.

by aaronharnly

2/3/2026 at 4:30:49 AM

Is that more or less absurd than making deals with our neighbours to share their electricity? Build some solar farms around the planet and then distribute it over wire.

I honestly don't know the answer. I know there's some efficiency loss running over long wires too but I don't know what's more realistic.

by hdjrudni

2/3/2026 at 9:19:23 AM

In theory you can do HVDC over long distances. In practice that doesn't help much. Power would normally want to run north to south (not gonna do HVDC across the oceans anytime soon), and so the terminator hits you at the same time everywhere. It's got to be batteries if you want PV at scale.

The practical difficulties aren't really long distance transmission though. They're political and engineering. Spain had a massive blackout recently because a PV farm in the south west developed a timing glitch and they couldn't control the grid frequency - that nearly took out all of Europe and the power wasn't even being transmitted long distance! The level of trust you need to build a giant integrated continent-wide power grid is off the charts and it's not clear it's sustainable over the long run. E.g. the EU threatened to cut Britain's electricity supplies during Brexit as a negotiating tactic and that wasn't even war.

by mike_hearn

2/3/2026 at 11:57:19 AM

HVDC would be a lot less connected than an AC grid.

The real question is, why do you expect Space to have fewer political and engineering issues.

by Certhas

2/3/2026 at 2:32:05 PM

The political issues in space are mostly launch related, right? Once you have the birds up nobody cares about anything except space junk and bandwidth. They're getting experience of solving those with Starlink already. And if you can find a way to put the satellites really far out there's plenty of space - inferencing satellites don't need to be close to Earth, low latency chat stuff can stay on the ground and the flying servers can just do batch.

The politics on the ground is much harder. Countries own the land, you need lots of permits, electricity generation is in contest with other uses.

by mike_hearn

2/3/2026 at 5:21:12 AM

There is absolutely nothing realistic about power transmission from space to earth, wired or wireless.

by queenkjuul

2/3/2026 at 5:20:19 AM

We have these things called batteries, you charge them during the day, and drain them at night.

A solar+battery setup is already cheaper than a new gas plant. Beaming power from space is absolutely asinine, quite frankly. The losses are absurd, the sun already does it 24/7, and we know how to make wires and batteries to shuffle the sun's power around however we need to. Why on earth would we involve satellites?

by queenkjuul

2/3/2026 at 1:29:06 AM

Why would you transfer the energy to earth? The energy powers ai compute = $

by mkull

2/3/2026 at 5:29:39 AM

Dead on, You can transmit data to and from space and have the compute completed at potentially fractions of the cost.

by Sparyjerry

2/3/2026 at 5:41:25 AM

Tell me about your cooling medium in space

by aorloff

2/3/2026 at 5:44:00 AM

A large piece of aluminum with ammonia pumped through it?

by rlt

2/3/2026 at 5:56:57 AM

Nothing about this is sounding economically competitive with ground based solutions

by aorloff

2/3/2026 at 7:43:38 AM

Right up to the radiation limit and then you'll either have to throttle your precious GPUs or you'll be melting your satellite or at least the guts of it. You're looking at an absolutely massive radiator here, many times larger than the solar panels that collect the energy to begin with.

by jacquesm

2/3/2026 at 8:56:13 AM

not really, for A_radiator / A_PV = ~3; you can keep the satellite cool to about 27 deg C (300K) check my example calculation (Ctrl-F: pyramid)

by DoctorOetker

2/3/2026 at 3:30:28 PM

> > absolutely massive radiator here, many times larger than the solar panels

> A_radiator / A_PV = ~3;

Seems like you're in agreement. There's a couple more issues here--

1. Solar panels are typically big compared to the rest of the satellite bus. How much radiator area do you need per 700W GPU at some reasonable solar panel efficiency?

2. Getting the satellite overall to an average 27C temperature doesn't necessarily keep the GPU cool; the satellite is not isothermal.

My back of the envelope estimate says you need about 2.5 square meters of radiator (perhaps more) to cool a 700W GPU and the solar panel powering the GPU. You can fit about 100 of these GPUs in a typical liquid-cooled rack, so you need about 250 square meters of radiator to match one rack. And, unfortunately, you can't easily use an inflatable structure, etc, because you need to conduct or convect heat into that radiator.

This assumes that you lose no additional heat in moving heat or in power conversion.

And they’re going to mass a -lot-. Not that anyone would use a pyramid— you would want panels with the side facing the sun radiating too. There are plenty of surfaces that radiate more than they absorb at reasonable temperatures in sunlight.

by mlyle

2/3/2026 at 5:14:09 PM

First of all a note on my calculations: they appear very simple, and its intentional, its not actually optimized, its intended to give programmers (who enjoyed basic high school physics but not more) the insight that cooling in space while hard, is still feasible. If you look around the thread you'll find categorical statements that cooling in space is essentially impossible etc.

The most efficient design and the most theoretically convincing one are not in general the same. I intentionally veer towards a configuration that shows it's possible without requiring radiating surface with an area of a square Astronomical Unit. Minimizing the physics and mathematics prerequisites results in a suboptimal but comprehensible design. This forum is not filled with physicists and engineers in the physical sciences, most commenters are programmers. To convince them I should only add the absolute minimum and configure my design to eliminate annoying integrals (for example the heat radiated by earth on the satellite is sidestepped by simply sacrificing 2 of the triangular sides of the pyramid to be mere reflectors of emissivity ~0, this way we can ignore the presence of a nearby lukewarm earth). Another example is the choice of a pyramid: it is convex and none of the surfaces are exactly parallel to the sun rays (which would result in ambiguity or doubt, or make the configuration sensitive to the exact orientation of the satellite), a more important consequence of selecting a convex shape is that we don't have to worry about heat radiated from one part of the satellite surface, being reabsorbed by another surface of the satellite (in view of the first surface), a convex shape insures no surface patch can see another surface patch of the satellite. And yes I pretend no heat is radiated by the solar panel itself, which is entirely achievable. So I intentionally sacrifice a lot of opportunities for more optimal design to show programmers (who are not trained in mathematical analysis, and not trained with physics textbook theorem-proof-theorem-proof-definition-theorem-proof-...) that physically it is not in the real of the impossible and doesn't result in absurdly high radiator/solar panel area ratios.

To convince a skeptic you 1) make pessimistic suboptimal estimates with a lot of room for improvement and 2) make sure those estimates require as little math and physics as possible, just the bare minimum to qualitatively and quantitatively understand the thermodynamics of a simple example.

You are asking the right questions :)

Given the considerations just discussed I feel OK forwarding you to the example mini cluster in the following section:

https://news.ycombinator.com/item?id=46867402

It describes a 230 kW system that can pretrain a 405B parameter model in ~17 days and is composed of 16x DGX B200 nodes, each node carrying 8x B200 GPUs. The naive but simple to understand pyramid satellite would require a square base (solar PV) side length of 30 m. This means the tip of the pyramid is ~90m away from the center of the solar panel square. This gives a general idea of a machine capable of training a 405B parameter model in 17 days.

We can naively scale down from 230 kW to 700 W and conclude the square base PV side length can then be 1.66 m; and the tip being 5 m "higher".

For 100 such 700 W GPU's we just multiply by 10: 16.6 m side length and the tip of the pyramid being 50 m out of the plane of the square solar panel base.

by DoctorOetker

2/3/2026 at 5:28:33 PM

Why bother with all this crazy geometry? Why not just area as I've done above? You can design a radiator so that barely any of the light shines back on the spacecraft.

Your differences from my number: A) you're working based on spacecraft average temperature and not realizing you're going to have a substantial thermal drop; B) you're assuming just one side of the surface radiates. They're on the same order of magnitude. Both of us are assuming that cooling systems, power systems, and other support systems make no heat.

You can pick a color that absorbs very little visible light but readily emits in infrared-- so being in the sun doesn't matter so much, and since planetshine is pulling you towards something less than room temperature, it's not too bad either.

None of these numbers make me think "oh, that's easy". You're proposing a structure that's a big fraction of the size of the ISS for one rack of GPUs.

I don't really think cooling in space is easy. The things I have to do to get rid of an intermittent load of 40W on a small satellite are very very annoying. The idea of getting rid of a constant load of tens of kilowatts, or more, makes me sweat.

by mlyle

2/3/2026 at 10:27:53 PM

As I said, my geometry and properties are chosen to be easy to understand with a minimum of knowledge and mathematics.

Yes, I could make more optimistic calculations: use the steradians occupied by earth, find and use the thermal IR emissivities of solar panels place many thin layers of glass before the solar panel allowing energy generating photons through and forming a series of thermal IR black body radiators as a heat shield in thermal IR, the base also radiates heat outwards and at a higher temperature, use nonsquare base, target a somewhat higher but still acceptable temperature, etc... but all of those complicate the explanation, risking to lose readers in the details, readers that confuse the low net radiative heat transfer between similar temperature objects and room walls in the same room as if similar situation applies for radiative heat transfer when the counterbody is 4 K. Readers that half understand vacuum flasks / dewars: no or fewer gas particles in a vacuum means no or less energy those particles can collectively transport, that is correct but ignores the measures taken to prevent radiative heat loss. For example if the vacuum flask wasn't mirror coated but black-body coated then 100 deg C tea isolated from room temperature in a vacuum flask is roughly 400 K versus 300 K, but Stefan Boltzmann carries it to the fourth power (4/3) ^ 4 = 3.16 ! That vacuum flask would work very poorly if the heat radiated from the tea side to the room-temperature side was 3 times higher than the heat radiated by the room temperature side to the tea-side. The mirroring is critical in a vacuum flask. A lot of people think its just the vacuum effect and blindly generalize it to space. Just read the myriad of comments in these discussions. People seriously underestimate the capabilities of radiative cooling because the few situations they have encountered it, it was intentionally minimized or the heat flows were balanced by equilibrium, not representative for a system optimized to exploit radiative heat transfer.

Some small corrections:

>Both of us are assuming that cooling systems, power systems, and other support systems make no heat.

I do not make this assumption! all heat generated in the cooling, power and other support systems stem from electrical energy used to power them, and that energy came from the solar panels. The sum of the heat generated in the solar panel and the electrical energy liberated in the solar panel must equal the unreflected incident optical power. So we can ignore how efficient the solar panel is for the rest temperature calculation, any electrical energy will be transformed to heat and needs to be dissipated but by conservation of energy this sum total of heat and electrical energies turned into heat must simply equal the unreflected energy incident on the solar panel... The solar panel efficiencies do of course matter a lot for the final dimensions and mass of the satellite, but the rest temperature is dictated by the ratio of the height of the pyramid to the square base side length.

>You can pick a color that absorbs very little visible light but readily emits in infrared-- so being in the sun doesn't matter so much, and since planetshine is pulling you towards something less than room temperature, it's not too bad either.

emissivity (between 0 and 1) simultaneously dials how well it absorbs photons at that wavelength as well as how efficiently it sheds energy at that wavelength. A higher emissivity allows the solar panel to cool faster spontaneously, but at the cost of absorbing thermal photons from the sun more easily! Perhaps you are recollecting the optimization for the thermal IR window of our atmosphere, the reason that works is because it works comparatively to solar panels that don't exploit maximum emissivity in this small window. The atmospheric IR window location in the spectrum is irrelevant in space however.

> A) you're working based on spacecraft average temperature and not realizing you're going to have a substantial thermal drop;

of course I realize there will be a thermal gradient from base to apex of the pyramidal satellite, it is in fact good news: near the solar panel base the triangular sides have wider area and hotter temperature, so it sheds heat faster than assuming a homogenous temperature (since the shedding is proportional to the fourth power of temperature). When I ignore it it's not because I'm handwaving it away, it's because I don't wish to bore computer science audience with integral calculations, even if they bring better news. Before bringing the better news you need to bring the good news that its possible with similar order of magnitude areas for the radiator compared to the solar panels, without their insight that its feasible first, its impossible to make them understand the more complicated realistic and better news picture, especially if they want to not believe it... Without such proof many people would assume the surface of the radiator would need to be 10's to 100's of times the surface area of the solar panels...

> B) you're assuming just one side of the surface radiates.

No, I even explicitly state I only utilize 2 of the 4 side triangles of the pyramid (to sidestep criticisms that earth is also radiating heat onto the satellite). So I make a more pessimistic calculation and handicap my didactic example just to show you get non-extreme surface ratios even when handicapping the design. If you look at history of physics, you will often find that insights were obtained much earlier by prior individuals, but the community only accepted the new insights when the experimental design was simplified to such an extent that every criticism is implicitly encoded in the design by making it irrelevant in the setup, this is not explicitly visible in many of the designs.

by DoctorOetker

2/3/2026 at 6:10:20 AM

Where does the heat collected by amminia get evacuated?

by pyrale

2/3/2026 at 6:39:05 AM

Through thermal radiation, it's called radiative cooling.

But it's not trivial indeed, especially if you want good power density in your space data center.

by littlestymaar

2/3/2026 at 12:57:40 PM

Datacenter capacity (and thus heat) grows by the cube law, but the ability to radiate heat grows by the square law, so it seems like it would be advantageous to have a bunch of smaller satellites, if you were concerned about cooling them.

by MPSimmons

2/3/2026 at 1:41:41 PM

> it would be advantageous to have a bunch of smaller satellites, if you were concerned about cooling them.

...That's only relevant if you start from the position that your datacenters have to be space.

You could already make smaller datacenters on earth, and still have better cooling, if you were concerned about that. We don't do that because on earth it's more efficient to have one large datacenter than many small ones.

by pyrale

2/3/2026 at 5:42:35 AM

Not sure why this is downvoted. Much cheaper to transfer data than energy.

by rlt

2/3/2026 at 6:14:17 AM

If we (as in "civilization") were able to produce that many solar panels, we should cover all the deserts with them. It will also shift the local climate balance towards a more habitable ecosystem, enabling first vegetation and then slowly growing the rest of the food chain.

by SergeAx

2/3/2026 at 3:06:59 PM

> It will also shift the local climate balance towards a more habitable ecosystem, enabling first vegetation and then slowly growing the rest of the food chain.

Depends on the deserts in question and knock-on effects: Saharan Dust Feeds Amazon’s Plants.

* https://www.nasa.gov/centers-and-facilities/goddard/nasa-sat...

Helping vegetation in one place to grow may hinder it somewhere else. How important this is still appears to be an open question:

* https://www.nature.com/articles/s43247-020-00071-w

I'm not sure if humans are wise enough yet to try 'geo-hacking' (we're already messing things up: see carbon dumping).

by throw0101a

2/3/2026 at 8:57:45 AM

for solar panels that are say 25% efficient, that means 75% of optical energy is turned into heat, whereas the sand had a relatively high albedo, its going to significantly heat up the local environment!

by DoctorOetker

2/3/2026 at 9:07:00 AM

That is not what 25% efficiency means for solar panels.

by jacquesm

2/3/2026 at 10:16:02 AM

care to expand on your comment? or are is this just remarking that some light was reflected?

by DoctorOetker

2/3/2026 at 10:28:10 AM

No. It is enough for me to see such a single ridiculous statement of such magnitude to discount the rest of your voluminous contributions to this thread.

by jacquesm

2/3/2026 at 10:36:06 AM

I'm dumbfounded, most light incident on a solar panel is not reflected, so logically photons were absorbed, some generated useful electron hole pairs pushing current around the load loop, others recombined and produced heat.

Its an entirely reasonable position in solar panel discussions to say that a 20% solar panel will heat as if 80% of the optical energy incident on the panel was turned into heat. Conservation of energy dictates that the input energy must equal the sum of the output work (useful energy) and output heat.

Not sure what you are driving at here, and just calling a statement ridiculous does not explain your position.

by DoctorOetker

2/3/2026 at 11:14:59 AM

You have not done any real world verification on any of this, you are arguing from a very flawed and overly simplistic lay-persons theoretical model of how solar panels must function in space and then you draw all kinds of conclusions from that model, none of which have been born out by experiment. 25% efficiency for a solar panel means that 25% of the sunlight incident on a panel was turned into electricity. It has nothing to do with how big a fraction is turned into heat, though obviously the more of it is turned into electricity the less there is available to be converted into heat. And it does not account for other parts of the spectrum that are outside of the range that the panel can capture.

That 25% is peak efficiency. It does not take into account:

(1) the temperature of the panel (higher temp->lower efficiency), hence the need for passive cooling of the panels in space due to a lack of working fluid (air).

(2) the angle of the incidence: both angles have to be 'perfect' for that 25% to happen, which in practice puts all kinds of constraints on orientation, especially when coupled with requirements placed on the rest of the satellite.

(3) the effects of aging (which can be considerable, especially in space), for instance, due to solar wind particles, thermal cycling and so on

(4) the effect of defects in the panels causing local failure that can cascade across strings of cells and even strings of panels

(5) the effects of the backing and the glass

(6) in space: the damage over time due to mechanical effects of micro meteorite impact on cells and cover; these can affect the panels both mechanically and electrically

To minimize all of these effects (which affect both operational life span of panels as well as momentary yield) and effectively to pretend they do not exist is proof that you are clueless, and yet you make these (loud) proclamations. Gell-Mann had something to say about this, so now your other contributions suffer from de-rating.

by jacquesm

2/3/2026 at 11:27:36 AM

1) yes solar panels should be cooled, but this is feasible with thermal radiation (yes it takes surface area)

2) pointing the panels straight at the sun for a sun-synchronous orbit is not exactly unobtainium technology

3) through 6) agreed, these issues need to be taken into account but I don't see how that meaningfully invalidates my claim that a solar panel operated at 25% efficiency turns ballpark ~75% of incident photons into heat. Thats basic thermodynamics.

by DoctorOetker

2/3/2026 at 10:40:43 AM

http://english.scio.gov.cn/m/chinavoices/2025-10/23/content_...

In your opinion, how credible is this story?

by SergeAx

2/3/2026 at 1:06:44 PM

OK I read the story (it was shorten than expected).

So simplistically put there are 3 periods:

1) the grassy period before overgrazing, lot of wind

2) the overgrazed period, loss of moisture retained by plants and loss of root systems, lot of wind results in soil run-away erosion without sufficient root systems

3) the solar PV period: at higher heights still lots of wind, but the installation of the panels unexpectedly allowed the grass to regrow, because wind erosion is halted.

The PV panels actually increase the local heating, but that doesn't need to directly equate to temperature: the wind just carried away the heat so it's someone else's problem :). Also the return of soil moisture thanks to the plants means a return of a sensible heat buffer, so the high temperature in the overgrazed period before solar panel introduction may not actually be an average temperature increase, but an increase in peak temperature during the summer. Imagine problematic summer temperatures, everybody would be talking about the increased temperature, when they are really just experiencing the loss of a heat buffer.

At least thats my impression from the story.

by DoctorOetker

2/3/2026 at 4:17:19 AM

But everyone is crazy about GPU’s right now. Why not ride that wave for extra investment? All the benefits transfer to all the other things we can do with it.

by Aeolun

2/3/2026 at 1:02:00 AM

You really can't grasp that GPUs scaled at this level is the most ambitious thing possible? That it will be the foundation of unfathomable technological innovation?

by Rover222

2/3/2026 at 10:38:39 AM

"In space" is the new blockchain.

by kergonath

2/3/2026 at 2:57:04 PM

Every time I hear stuff like this I think of Tim Curry just barely keeping it together during that one cut scene in Red Alert 3, except this time it's the ultra capitalists trying to corrupt space with capitalism.

https://www.youtube.com/watch?v=g1Sq1Nr58hM

by SketchySeaBeast

2/3/2026 at 5:12:35 PM

"corrupt space with capitalism"

I think this is how the masses feel at this point. Progress bad. Capitalism inherently bad. Anything non-natural, bad.

by Rover222

2/3/2026 at 7:17:07 PM

Capitalism, as in the worship of capital and its accumulation, is responsible for some major evils in our current world. I am not saying that it is the worst system in existence, just that it is tragically insufficient and we need to seriously think about what we are doing. There are major issues we need to solve that market forces will only make worse.

by kergonath

2/4/2026 at 12:02:44 AM

I'd argue that more free market forces need to be applied to the biggest failings in the US - healthcare costs, housing costs, etc. These industries are over-sheltered by over regulation and political roadblocks. And in what systems are people suffering the most - the ones where the free market has been destroyed by corrupt socialists/communists. In the western hemisphere, Venezuela, Cuba, etc.Look at the turn-around in Argentina from far left to far right economics. It's incredible.

China is an interesting mix though, hard to draw conclusions from there.

by Rover222

2/4/2026 at 1:05:54 AM

> I'd argue that more free market forces need to be applied to the biggest failings in the US - healthcare costs, housing costs, etc.

For housing maybe. It’s useful to have governments nudge developers to build affordable housing, which is less profitable, but if you have enough supply it can work. It does not work in most of Europe, where land is scarce and expensive and developers still want money. More than zoning laws, housing issues in Europe is in large part caused by the lack of government-build (or subsidised) affordable housing on the low end.

For healthcare, hell no! A single payer brings massive economies of scale and a lot of bargaining power, which limits price gouging. Hospitals are local natural monopolies, it makes no economic sense to have enough of them around to have meaningful competition. Demand is very inelastic and people just pay what they must to get treated (when they can pay). Insurance companies have interests that are directly opposed to those of their customers. Most people do not cost much for most of their lives, but have crippling expenses at some unpredictable points when they get sick or have an accident. National social security schemes smooth out the risks over the whole population, which makes everything more manageable. To me, healthcare is the opposite of a situation where free market makes sense.

by kergonath

2/3/2026 at 1:34:11 AM

Will it, though?

by afavour

2/3/2026 at 1:42:37 AM

Perhaps parent was being sarcastic.

by KaushikR2

2/3/2026 at 2:01:01 PM

no

by Rover222

2/3/2026 at 12:58:33 PM

> the most ambitious thing possible

really?

by MPSimmons

2/3/2026 at 4:52:54 PM

Yup lol

by jackinthehat

2/3/2026 at 5:09:39 PM

why can't they grasp it?

by Rover222

2/3/2026 at 1:10:23 AM

[dead]

by qotgalaxy

2/3/2026 at 12:27:29 PM

Do we need rockets to put satelittes to the space? Cant it be done with baloons? https://www.youtube.com/watch?v=NFieAD5Gpms

by pplonski86

2/3/2026 at 12:36:44 PM

Balloons work by displacing the atmosphere (mostly nitrogen with some oxygen) with something lighter (helium or hydrogen). This causes buoyancy, and makes the balloon rise.

This only works so long as the atmosphere being displaced weighs more than the balloon plus the payload. As soon as the air gets thin enough that the weight of the balloon+payload is equal to the weight of the air that would fill the volume of the balloon, then it stops rising. (Or, more likely the balloon rips open because it expanded farther than it could stretch).

Usually, this is really high in the atmosphere, but it's definitely not space.

This is all ignoring that orbit requires going sideways really, really fast (so fast, actually, that it requires falling, but going sideways so fast that the earth curves away and you miss).

by MPSimmons

2/3/2026 at 1:21:11 PM

"Space" aka Orbit, is done not by going high, but by going fast.

by gilbetron

2/3/2026 at 5:12:28 PM

I am no Elon fan but the biggest obstacle to AI is definitely power and then cooling. Space solves both.

Hard to argue with the basic idea here.

by LeFantome

2/3/2026 at 5:26:28 PM

How does space solve cooling?

It's much more difficult to cool things in space than on earth.

by Cipater

2/3/2026 at 6:14:17 PM

I'd be more interested in how they'll deal with radiation hardening than the cooling factor when compared to how the JWST currently handles it.

by iszomer

2/3/2026 at 12:59:02 AM

This is such a hypebeast paragraph.

Datacenters in space are a TERRIBLE idea.

Figure out how to get rid of the waste heat and get back to me.

by esseph

2/3/2026 at 1:59:45 AM

That's not a new problem that no one has dealt with before. The ISS for instance has its External Active Thermal Control System (EACTS).

It's not so much a matter of whether it's an unsolvable problem but more like, how expensive is it to solve this problem, what are its limitations, and does the project still makes economic sense once you factor all that in?

by elihu

2/3/2026 at 3:13:58 AM

It's worth noting that the EACTS can at maximum dissipate 70kW of waste heat. And EEACTS (the original heat exchange system) can only dissipate another 14kW.

That is together less than a single AI inference rack.

And to achieve that the EACTS needs 6 radiator ORUs each spanning 23 meters by 11 meters and with a mass of 1100 kg. So that's 1500 square meters and 6 and a half metric tons before you factor in any of the actual refrigerant, pumps, support beams, valve assemblies, rotary joints, or cold side heat exchangers all of which will probably together double the mass you need to put in orbit.

There is no situation where that makes sense.

-----------

Manufacturing in space makes sense (all kinds of techniques are theoretically easier in zero G and hard vacuum).

Mining asteroids, etc makes sense.

Datacenters in space for people on earth? That's just stupid.

by OneDeuxTriSeiGo

2/3/2026 at 11:19:24 AM

Your calculations are based on cooling to 20c, which is exponentially harder than cooling to 70c where GPUs are happy. Radiators would be roughly 1/3 the size of the panels for 70c.

by K0balt

2/3/2026 at 6:08:00 AM

I'm a total noob on this.

I get that vacuum is a really good insulator, which is why we use it to insulate our drinks bottles. So disposing of the heat is a problem.

Can't we use it, though? Like, I dunno, to take a really stupid example: boil water and run a turbine with the waste heat? Convert some of it back to electricity?

by marcus_holmes

2/3/2026 at 7:48:38 AM

It's a good question, but in a closed system (like you have in space) the heat from the turbine loop has to go somewhere in order to make it useful. Let's say you have a coolant loop for the gpus (maybe glycol). You take the hot glycol, run it through your heat exchanger and heat up your cool, pressurized ammonia. The ammonia gets hot (and now the glycol is cool, send it back). You then take the ammonia and send it through the turbine and it evaporates as it expands and loses pressure to spin the turbine. But now what? You have warm, vaporized, low pressure ammonia, and now you need to cool it down to start over. Once it's cool you can pressurize it again so you can heat it up to use again, but you have to cool it, and that's the crux of the issue.

The problem is essentially that everything you do releases waste heat, so you either reject it, or everything continues to heat up until something breaks. Developing useful work from that heat only helps if it helps reject it, but it's more efficient to reject it immediately.

A better, more direct way to think about this might be to look at the Seebeck effect. If you have a giant radiator, you could put a Peltier module between it and you GPU cooling loop and generate a little electricity, but that would necessarily also create some waste heat, so you're better off cooling the GPU directly.

by jdyer9

2/4/2026 at 1:47:57 AM

Thanks for the response :)

I think I get it. If we could convert 100% of the waste heat into useful power, then all good. And that would get interesting because it would effectively become "free" compute - you'd put enough power into the system to start it, and then it could continue running on its own waste heat. A perpetual motion machine but for computing.

But we can't do that, because physics. Everything we could do to generate useful energy from waste heat also generates some waste heat that cannot be captured by that same process. So there will always be some waste heat that can't be converted to useful energy, which needs to be ejected or it accumulates and everything melts.

by marcus_holmes

2/3/2026 at 8:18:50 AM

What do you do with the steam afterwards? If you eject it, you have to bring lots of it with your spacecraft, and that costs serious money. If you let it condensate to get water again, all you did is moving some heat inside the spacecraft, almost certainly creating even more heat when doing that.

by Someone

2/3/2026 at 9:24:54 AM

You can't easily use low grade heat.

However there are workarounds. People are talking like the only radiator design is the one on the ISS. There are other ways to build radiators. It's all about surface area. One way is to heat up a liquid and then spray it openly into space on a level trajectory towards a collecting dish. Because the liquid is now lots of tiny droplets the surface area is huge, so they can radiate a lot of heat. You don't need a large amount of material as long as you can scoop up the droplets the other end of the "pipe" and avoid wasting too much. Maybe small amounts of loss are OK if you have an automated space robot that goes around docking with them and topping them up again.

by mike_hearn

2/3/2026 at 6:31:34 AM

Harder to direct waste heat in space if you dont have gravity for convection.

by ikr678

2/3/2026 at 9:01:31 AM

> Datacenters in space for people on earth? That's just stupid.

But if completes the vision of ancestors who thought god living in the sky

So "Lord give me a sign from heavens" may obtain a whole new meaning

by skandinaff

2/3/2026 at 3:14:16 AM

The ISS consumes roughly 90kW. That’s about *one* modern AI/ML server rack. To do that they need 1000 m^2 of radiator panels (EACTS). So that’s the math: every rack needs another square kilometer of stuff put into orbit. Doesn’t make sense to me.

by hyperbovine

2/3/2026 at 5:45:57 AM

1000m2 is not a square kilometer (1 square kilometer is 1mil m2)

by dnqthao

2/3/2026 at 8:54:30 AM

1000 square meters really isn't that big in space.

by sgt

2/3/2026 at 3:35:42 AM

And what happens every time a rack (or node) fails? Does someone go out and try to fix it? Do we just "deorbit" it? How many tons per second of crap would we be burning in the upper atmosphere now? What are the consequences of that?

How do the racks (or nodes) talk to eachother? Radios? Lasers?

What about the Kessler Syndrome?

Not a rocket scientist but 100% agree this sounds like a dead end.

by jcgrillo

2/3/2026 at 3:57:35 AM

Communication is a well-understood problem, and SpaceX already has Starlink. They might need pretty high bandwidth, but that's not necessarily much of a problem in space. Latency could be a problem, except that AI training isn't the sort of problem where you care about latency.

I'd be curious where exactly they plan to put these datacenters... In low Earth orbit they would eventually reenter, which makes them a pollution source and you'd have no solar power half the time.

Parking them at the Earth-Sun L1 point would be better for solar power, but it would be more expensive to get stuff there.

by elihu

2/3/2026 at 6:14:12 AM

> SpaceX already has Starlink. They might need pretty high bandwidth

you mean the network that has less capacity than a fibre pair per coverage area?

by tacticus

2/3/2026 at 5:05:11 AM

> you'd have no solar power half the time

Polar orbit.

by WalterBright

2/3/2026 at 5:28:17 AM

Seasons mess that up unless you're burning fuel to make minor plane changes every day. Otherwise you have an equinox where your plane faces the sun (equivalent to an equatorial orbit) and a solstice where your plane is parallel to the sun (the ideal case).

by woooooo

2/3/2026 at 8:12:35 AM

https://en.wikipedia.org/wiki/Sun-synchronous_orbit A Sun Synchronous orbit at the Day-Night terminator solves this issue

by oliv5900

2/3/2026 at 11:59:01 PM

Huh, I didn't know that that was possible without burning fuel. Kind of wild that it only works because the Earth has an equatorial bulge and isn't an exact sphere.

by elihu

2/3/2026 at 6:47:47 PM

I didn't think of that! I should have had a V8. Thanks for the info.

by WalterBright

2/4/2026 at 12:11:44 AM

Satellites can spin! You also need to deal with precession and other minor chances in the orbit, but they’re all solved problems.

by mr_toad

2/3/2026 at 7:39:43 AM

True. It would a tradeoff with the fuel consumed vs doubling power output.

by WalterBright

2/3/2026 at 1:43:01 PM

Heat exchanger melts salts, salts boil off? Some kind of potential in there to use evaporants for attitude/altitude correction. Spitballing. Once your use case also has a business case, scope to innovate grows.

by jonners00

2/3/2026 at 6:48:37 AM

It makes sense to target a higher operating temperature, like 375K. At some point, the energy budget would reach an equilibrium. The Earth constantly absorbs solar energy and also dissipates the heat only by radiative cooling. But the equilibrium temperature of the Earth is still kind of cool.

I guess the trick lies in the operating temperature and the geometry of the satellites.

by typ

2/3/2026 at 7:16:41 AM

Asking for a friend (who sucks at thermodynamics:) could you use a heat pump to cool down the cold end more and heat up the hot end much higher? Heat radiation works better the higher the temperature?

by golem14

2/3/2026 at 8:07:16 AM

Not sure about the effectiveness of a heat pump in this use case.

>Heat radiation works better the higher the temperature?

The power output is proportional to T^4 according to the Stefan-Boltzmann law.

by typ

2/3/2026 at 9:30:14 PM

https://www.mdpi.com/1996-1073/16/10/4010

40% isn't much in the grand scheme of things, but maybe they can reach higher reduction with more research/materials. Mass and power are pretty cheap for spaceX, so shipping more solar panels and a heap pump might not be a deal breaker.

Would e.g. a reduction of 90% in radiator area change the overall picture on the overall feasibility? I think not, it would still be ludicrous, but I'd be happy to be proven wrong.

by golem14

2/3/2026 at 11:14:50 PM

The radiator area is probably not what they need to worry about that much as we thought. When the energy input comes from solar 100%, they just need to optimize the ratio of the sectional area facing the sun over the total surface area of the satellite. If the ratio is low enough, like a fin or cone shaped object, it will be harder to be hot.

by typ

2/3/2026 at 11:46:47 AM

It's a minor point but the Earth doesn't radiate all of that heat to equilibrium, that's why we have climate change.

by mathw

2/3/2026 at 1:44:27 AM

I agree that data centers in space is nuts.

But I think there's solutions to the waste heat issue

https://www.nasa.gov/centers-and-facilities/goddard/engineer...

by fnord77

2/3/2026 at 3:19:18 AM

The distinction is that what they are doing for Webb is trying to dissipate small amounts of heat that would warm up sensors past cryogenic temperatures.

Like on the order of tens or hundreds of watts but -100C.

Dissipating heat for an AI datacenter is a different game. A single AI inference or training rack is going to be putting out somewhere around 100kW of waste heat. Temps don't have to be cryogenic but it's the difference between chiselling a marble or jade statue and excavating a quarry.

by OneDeuxTriSeiGo

2/3/2026 at 2:03:27 AM

That's a solution for minuscule amounts of heat that nevertheless disturb extremely sensitive scientific experiments. Using gold, no less. This does not scale to a crapton of GPU waste heat.

by boutell

2/3/2026 at 2:36:52 AM

Just have to size radiators correctly. Not a physics problem. Just an economic one.

Main physics problem is actually that the math works better at higher GPU temps for efficiency reasons and that might have reliability trade off.

by everfrustrated

2/3/2026 at 3:02:09 AM

Anything is possible here, it's just there's no goddamn reason to do any of this. You're giving up the easiest means of cooling for no benefit and you add other big downsides.

It's scifi nonsense for no purpose other than to sound cool.

by kadoban

2/3/2026 at 3:53:04 AM

It's about creating a flywheel for scale.

Getting better at creating and erecting solar panels & AI datacenters on earth is all well and good, but it doesn't advance SpaceX or humanity very much. At lot of the bottlenecks there are around moving physical mass and paperwork.

Whereas combining SpaceX & xAI together means the margins for AI are used to force the economies of scale which drives the manufacturing efficiencies needed to drive down launch etc.

Which opens up new markets like Mars etc.

It is also pushing their competitive advantage. It leaves a massive moat which makes it very hard for competitors. If xAI ends up with a lower cost of capital (big if - like Amazon this might take 20 years horizon to realize) but it would give them a massive moat to be vertically integrated. OpenAI and others would be priced out.

If xAI wants to double AI capacity then it's a purely an automation of manufacturing problem which plays to Elons strengths (Tesla & automation). For anyone on earth doubling capacity means working with electricity restrictions, licensing, bureaucracy, etc. For example all turbines needed for electricity plants are sold years in advance. You can't get a new thermal plant built & online within 5 years even if you had infinite money as turbines are highly complex and just not available.

by everfrustrated

2/3/2026 at 4:46:29 AM

Hmm, Elon really did run that flywheel pretty well. He built the Roadster to drum up some cash and excitement so he could develop the Model S, then he used that success to do the Model X, and then he expanded capacity to develop the 3 and Y, and he reinvested the profits to develop the Model 2, finally bringing EVs to the masses, displacing ICEs everywhere, and becoming the undisputed leader of both EV and battery manufacturering.

Oh wait, that didn’t actually happen, because he got distracted or something? He doesn’t really have battery capacity worth writing home about, the Chinese are surpassing Tesla in EV manufacturing, and Waymo is far ahead in self-driving.

The amazing space computation cost reduction process sounds rather more challenging than the Model 2, and I’m not sure why anyone should bet on Elon pulling it off.

by amluto

2/3/2026 at 9:29:13 AM

> Oh wait, that didn’t actually happen

Not sure how you can say that. Nothing lasts forever, especially in the face of Chinese market dumping, but for a while there Tesla really was the undisputed king of EV manufacturing, that flywheel is how he got there, he did release all the patents because he said from day one he didn't anticipate or aim for 100% market share for Tesla and assumed there'd always be lots of EV manufacturers in future. All that sounds like - mission accomplished?

As for Waymo being ahead, maybe today. But Waymo's tech stack is largely pre-DL, they rely heavily on unscalable techniques like LIDAR and continuous mapping. Tesla is betting big on the "scale up neural networks" model we know works well and their FSD can drive everywhere. They're perhaps behind Waymo in some ways, but they're also in different markets - Waymo won't sell anyone a self driving car and Tesla will. I wouldn't count them out. Their trajectory is the right one.

> I’m not sure why anyone should bet on Elon pulling it off.

PayPal, SpaceX existing at all, then doing reusable rockets, Tesla, FSD, large scale battery manufacturing, Starlink, X ("he can't fire 80% of employees it'll crash immediately"), robotics, training a SOTA LLM so fast even Jensen Huang was shocked ... the man consistently pulls off impossible seeming things in the face of huge skepticism. How many examples does it take before people start taking the guy seriously? Infinity examples?

by mike_hearn

2/3/2026 at 8:30:45 PM

> > Oh wait, that didn’t actually happen

> Not sure how you can say that.

Because Elon canceled the Model 2.

> unscalable techniques like LIDAR

What, exactly, is unscalable about LiDAR? BYD appears to be planning to include LiDAR (one unit, presumably forward facing) in even their cheapest cars effective quite soon, and they seem to have a few tens of thousands of LiDAR units already on the road.

And Waymo’s solution is expensive but seems to scale fine.

Meanwhile, there is certainly nothing inherently that prevents scaling a pure-vision approach that relies on massive in-car computation, but Tesla wants to use their AI5 chips and they seem to be struggling to produce and scale them. (They also apparently want to launch them into space, but it’s not really clear that they exist.)

by amluto

2/3/2026 at 2:41:06 PM

I really find the goalpost moving is shocking..

Paypal is in no way a Musk creation, no one makes that claim and in fact they got rid of him quite quickly.

X has plummeted in value, and is worth a fraction of what he paid for it? How is this "pulling it off" by shrinking the user base, revenue, etc? While we don't have publicly audited figures, they announced a net loss for the first three quarters of 2025, while it posted profits prior to his purchase.

FSD isn't even real? Why would you cite a feature that doesn't actually exist as an example of "Elon pulling it off"? He promised FSD would be available over a decade ago, and it's still not real.

> How many examples does it take before people start taking the guy seriously?

I'd personally settle for real examples, and not the false ones cited above.

by turtlesdown11

2/3/2026 at 4:12:21 PM

How did he have time for all that while begging to go partying with Epstein?

by Hikikomori

2/3/2026 at 6:21:43 AM

We must be living in parallel universes.

Tesla invested into the first Lotus roadster - and put that cash into the S then the X. Used that cash to build the worlds largest factories and make the 3 & Y which sold at enormous volumes - so large in fact that the S & X are now tiny single percentages of sales which is why Tesla is stopping manufacturing them now.

Tesla is one of the very few vehicle manufactures which makes a profit manufacturing vehicles. Tesla throws off cash which allows the flywheel to keep spinning.

Tesla is now operating fully autonomous rides. They've constantly proved their naysayers wrong at every turn in time. What the Chinese are doing in battery tech is irrelevant to US vehicles as they will never be allowed to sell in the US which is Teslas largest market.

The model 2 has the possibility of being profitable at insanely low purchase price which has the potential to completely disrupt the economics of US sales in such a way that legacy auto could well be bankrupt in 5-10 years. Who will be making Waymo's vehicles then?

by everfrustrated

2/3/2026 at 12:55:25 PM

> Tesla is now operating fully autonomous rides.

There's been a lot of reporting saying otherwise. Still requiring follow cars. FSD is still trying to kill the driver at random.

by MSFT_Edging

2/3/2026 at 2:13:55 PM

> the 3 & Y which sold at enormous volumes

Tesla isn't even in the top 15 auto manufacturers by volume? The largest manufacturer Toyota produces 9x the cars Tesla does. Tesla is also on a multiyear sales drop with no sign of sales improvement.

The top 15 car makers produced 70 million cars, to Tesla's 1.7m. They have no enormous volume, at all.

https://en.wikipedia.org/wiki/List_of_automotive_manufacture...

If Tesla's stock traded in line with its competitors, its a $30-40B company. The hype around future growth (now completely off the charts) is the only reason the stock price is out of line with reality. There is no reason to expect Tesla's sales figures to improve going forward, in fact, they will continue to decrease.

> Tesla throws off cash which allows the flywheel to keep spinning

Tesla had a profit of $3.8b in 2025 (this is a 46% drop from 2024 and a second year over year drop). It's revenue was $94b (also less than 2024), which places it 12th among auto manufacturers. It's profit is 6th, which is a decent margin compared to legacy makers, but as mentioned above, the profit is plummeting as Tesla struggles to sell cars. It's revenue among all global companies is not even in the top 100.

It does not "throw off cash", the business is in a tailspin.

>They've constantly proved their naysayers wrong at every turn in time

Musk has been promising full self driving mode is within six months to a year away. He first made those claims in the mid 2010s? Do Tesla's have full self driving mode in 2026?

There is a decade long trail of failed claims from Musk and Tesla.

In 2019, Musk predicted 1 million Tesla robotaxis on the road by 2020. How many Tesla robotaxis are on the road in 2026? Fifty? One hundred? It's a rounding error compared to the claim that they'd have a million in 2020...

Musk said in 2019 that he believed Tesla vehicles were not traditional depreciating assets and instead could appreciate because they contained future-value technologies, especially Full Self-Driving (FSD): “I think the most profound thing is that if you buy a Tesla today, I believe you are buying an appreciating asset — not a depreciating asset.”

In fact, Tesla's are among the worst depreciating vehicles on the market today, their depreciation compares to the low end car market of Nissan, Hyundai and other low quality manfacturers.

Elon projected 250-500k Cybertruck sales per year. In reality, they sold 38k in 2024, and just 16k in 2025.

>They've constantly proved their naysayers wrong at every turn in time

by turtlesdown11

2/3/2026 at 8:27:31 AM

Hey remember that time someone had their Tesla running down the highway and the superior self-driving capability failed to see an 18 wheeler that crossed the road and the person was decapitated and there are videos of that complete with blood spray?

by bigbuppo

2/3/2026 at 4:44:41 PM

> We must be living in parallel universes.

It looks that way...

> They've constantly proved their naysayers wrong at every turn in time.

They have not done anything of the sort.

by esseph

2/3/2026 at 2:10:52 PM

> Which opens up new markets like Mars etc.

What do you project out of the Martian market?

by turtlesdown11

2/3/2026 at 10:37:56 PM

This was one of the first things that made me realise how un-serious Musk was about Mars.

Paraphrasing him, "You can be the first pizza restaurant owners on Mars" and "The price of a ticket isn't far off the price of a house, normal people can get a loan for it". What bank in their right mind would lend even just $100k to a normal person for a ticket to a place, let alone one with worse economic prospects than La Güera in Western Sahara?*

Don't get me wrong, if there was any seriousness behind this I was, and might still be, excited by the prospect of a new world… but even if I had not soured on Musk politically, I would not trust his plans when they come with this level of attention to detail (not even in rhetoric).

* I don't trust LLMs where I can't verify them, but I did ask it for a vibe check about the cost of research needed for making a pizza from ISRU on mars, and the first step was water purification for which it estimated a few hundred million, and a combined cost with all the other steps 4-10 billion (before launches)

by ben_w

2/3/2026 at 6:09:42 AM

There is nothing we need on Mars other than science. It's not a market because there isn't money to be made outside of what is required to do whatever economically useless but scientifically valuable efforts we can convince people to fund.

We can't build an independent colony we can't live there any time soon. Arguably it may never make sense to live there.

by michaelmrose

2/3/2026 at 6:24:09 AM

With that attitude mankind would still be living in caves. Why build a farm and stay in one place - we should follow the animals around.

by everfrustrated

2/3/2026 at 6:54:58 AM

1. Mankind never systematically lived in caves; that's just where remains and rock paintings are more likely to have survived.

2. Farming didn't evolve from a vision of "let's stay in one place, so let's find a way to do it"; it evolved from the gradual application of accumulated practical knowledge under real constraints until eventually it was possible to stay in one place. If Paleoelon had somehow convinced early humanity to abandon hunter-gathering and settle into a sedentary life because he had a vision for new markets around farming it would have led to the earliest famine.

by Mordisquitos

2/3/2026 at 9:42:19 AM

While what you say is mostly correct, the lifestyle switch to farming was determined not by some random gradual accumulation of knowledge during the previous million years, but by accelerated accumulation of knowledge during a few thousand years at most, which was caused by the dwindling hunting resources, which forced humans to abandon the lifestyle that they had for a couple million years and switch to a lifestyle where the staple food consisted of plant seeds, with anything else providing much less of the nutrient intake. Only after a few more thousand years, raising domestic animals allowed the return to a more diverse diet.

Switching to a farming lifestyle was certainly not done by choice, but to avoid death by starvation, as we now know that this has caused various health problems, especially in the beginning, presumably until experience has taught them to achieve a more balanced diet, by combining at least 3 kinds of plant seeds, 2 with complementary amino acid profile and 1 kind of oily seeds for essential fatty acids (the most ancient farming societies have combined barley or einkorn or emmer wheat with lentils or peas or a few other legumes less used today and with flax seeds).

by adrian_b

2/3/2026 at 12:05:57 PM

Yes, your description of how farming and sedentary lifestyle progressed is much more accurate than my somewhat clumsy attempt. My intention was to emphasise that such a transformative event in human history did not take place thanks to visionaries going against the grain [0] , but rather through a long and complex process.

[0] Well, technically in favour of the grain! Pun not initially intended: https://en.wikipedia.org/wiki/Against_the_Grain:_A_Deep_Hist...

by Mordisquitos

2/3/2026 at 4:48:50 PM

> Mankind never systematically lived in caves

Define systematically?

by esseph

2/3/2026 at 8:06:59 PM

In this context, 'systematically' is a qualifier to the adverb 'never'. It serves as a disclaimer to avoid someone pointing out that, well actually, some humans have lived in caves and do so to the present day.

by Mordisquitos

2/3/2026 at 8:31:22 AM

And that's why the best way to use Superman's powers is in making him turn a giant crank

(yes I fully agree with you!)

by raverbashing

2/3/2026 at 1:54:54 AM

Honestly, there's not a lot else I can think of if your goal is find some practical and profitable way to take advantage of relatively cheap access to near-Earth space. Communication is a big one, but Starlink is already doing that.

One of the things space has going for it is abundant cheap energy in the form of solar power. What can you do with megawatts of power in space though? What would you do with it? People have thought about beaming it back to Earth, but you'd take a big efficiency hit.

AI training needs lots of power, and it's not latency sensitive. That makes it a good candidate for space-based compute.

I'm willing to believe it's the best low-hanging fruit at the moment. You don't need any major technological advances to build a proof-of-concept. Whether it's possible for this to work well enough that it's actually cheaper than an equivalent terrestrial datacenter now or in the near future is something I can't answer.

by elihu

2/3/2026 at 3:29:22 AM

You don't need any major technological advances to build a proof-of-concept

You do - cooling those datacenters in space is an unsolved problem.

by p1esk

2/3/2026 at 5:47:56 AM

Sure it is, just not economically at that scale yet. But if Starship brings the cost to orbit down significantly, maybe.

by rlt

2/3/2026 at 4:08:39 AM

We have radiators on the ISS. Even if you kept the terrible performance of those ancient radiator designs (regularly exposed to sunlight, simplistic ammonia coolant, low temperature) you could just make them bigger and radiate the needed energy. Yes it would require a bit of engineering but to call it an "unsolved problem" is just exaggerating.

by mlindner

2/3/2026 at 4:38:52 AM

It's a solved problem. The physics is simply such that it's really inefficient.

> ... we'd need a system 12.5 times bigger, i.e., roughly 531 square metres, or about 2.6 times the size of the relevant solar array. This is now going to be a very large satellite, dwarfing the ISS in area, all for the equivalent of three standard server racks on Earth.

https://taranis.ie/datacenters-in-space-are-a-terrible-horri...

The gist of it is that about 99% of cooling on earth works by cold air molecules (or water) bumping into hot ones, and transferring heat. There's no air in space, so you need a radiator 99x larger than you would down here. That adds up real fast.

by borland

2/3/2026 at 11:13:11 AM

I think you may be thinking of cooling to habitable temperatures (20c). You can run GPUs at 70c , so radiative cooling density goes up exponentially. You should need about 1/3 of the array in radiators.

by K0balt

2/3/2026 at 7:11:12 AM

That’s the secret plan - cover LEO with solar cells and radiators, limiting sunlight on the ground, rendering ground base solar ineffective, cool earth and create more demand for heating; then sell expensive space electricity at a huge premium. Genius!

by golem14

2/3/2026 at 10:17:57 AM

A really painfully laboured way of just saying conduction.

by Cold_Miserable

2/3/2026 at 3:03:14 AM

Bezos has been pushing manufacturing-in-space for a long time, as a ideal candidate for what to do in space that you might prefer to not do on Earth. Robotics, AI automation, manufacturing - combo it in space, let the robots manufacture for us in space. Abundant energy, low concerns about most forms of pollution. We'll need to dramatically improve our ability to transit mass to and from cheaply first of course (we're obviously talking many decades into the future).

by adventured

2/3/2026 at 5:28:18 AM

> Bezos has been pushing manufacturing-in-space for a long time, as a ideal candidate for what to do in space that you might prefer to not do on Earth. Robotics, AI automation, manufacturing - combo it in space, let the robots manufacture for us in space.

LOL, this seems so far off from the reality of what manufacturing looks like in reality. - sending raw materials up there - service technicians are necessary ALL THE TIME, in fully automated production lines - sending stuff back down

Maybe I lack vision, but data centers in space is a 1000x times better idea and that is already a terrible idea.

by _fizz_buzz_

2/3/2026 at 9:22:30 AM

Space manufacturing is a real thing, there are already companies trialling it. The factory is small, satellite sized, and it deorbits when the manufacturing run is done. The results are protected enough for them to be picked up from Earth.

The justification (today) is that you can do very exotic things in zero-G that aren't possible on Earth. Growing ultra-pure crystals and fibre optics and similar.

by mike_hearn

2/3/2026 at 10:03:39 AM

Ok, that I might buy. If there is a product one can build in zero-G that one cannot build on earth. Especially something like growing crystalls. Sure. But trying to compete with something that can just as well be build on earth on the premise that it will be cheaper to do the same thing just in space is insane.

It's the same issue that I have with data centers in space. I don't think there is any big technical hurdle to send a GPU rack into space and run it there. The problem is that I have a hard time to believe it is cheaper to run a datacenter in space. When you have to compete solely on cost, it will super hard.

by _fizz_buzz_

2/3/2026 at 10:10:21 AM

I don't think it's insane. It might not work or be competitive but it's not obviously insane.

In a frictionless economy governed by spherical cows it'd be insane. But back here on Earth, AI is heavily bottlenecked by the refusal or inability of the supply chain to scale up. They think AI firms are in a bubble and will collapse, so don't want to be bag holders. A very sane concern indeed. But it does mean that inferencing (the bit that makes money) is constantly saturated even with the industry straining every sinew to build out capacity.

One bottleneck is TSMC. Not much that can be done about that. The other is the grid. Grid equipment manufacturers and CCGT makers like Siemens aren't spinning up extra manufacturing capacity, again because they fear being bag holders when Altman runs out of cash. Then you have massive interconnection backlogs, environmentalists attacking you and other practical problems.

Is it easier to get access to stable electricity supplies in space? It's not inconceivable. At the very least, in space Elon controls the full stack with nearly no regulations getting in the way after launch - it's a pure engineering problem of the sort SpaceX are good at. If he needs more power he can just build it, he doesn't have to try and convince some local government utility to scale up or give him air permits to run generators. In space, nobody can hear you(r GPUs) scream.

by mike_hearn

2/3/2026 at 4:18:53 PM

> "At the very least, in space Elon controls the full stack with nearly no regulations getting in the way after launch - it's a pure engineering problem of the sort SpaceX are good at. If he needs more power he can just build it, he doesn't have to try and convince some local government utility to scale up or give him air permits to run generators. In space, nobody can hear you(r GPUs) scream."

Wouldn't he be able to float solar panels and GPUs out into international waters and run them on cargo ships powered by bunker fuel much (much much) cheaper than launching them into space?

by jodrellblank

2/3/2026 at 2:01:21 PM

Building nuclear-powered and solar powered datacenters in places with low population density will still be cheaper. Do you think Mongolian government won't allow China to build datacenters if the price is right?

by bydlocoder

2/3/2026 at 2:28:17 PM

It might be easier in China but that doesn't help Elon or Americans.

Solar powered datacenters on Earth don't make sense to me. The GPUs are so expensive you want to run them 24/7 and power cycling them stresses the components a lot so increases failure rate. Once it boots up you need to keep the datacenter powered, you can't shut it down at night. Maybe for CPU datacenters solar power can make sense sometimes, but not for AI at the moment.

Nuclear is super hard and expensive to build. It probably really is easier to put servers in space than build nuclear.

by mike_hearn

2/3/2026 at 5:50:06 AM

The show For All Mankind kind-of hinted at how the labor problem would be solved: recruit like the military and promise huge bonuses that will probably not be realized because space is risky business

by nunez

2/3/2026 at 8:16:43 AM

Well you see, what you do is send a bunch of humanoid robots up there to do all the work.

(please don't ask what we do when those break down)

by bigbuppo

2/3/2026 at 7:01:34 AM

I think it makes more sense if you invert the manufacturing cycle.

Automated asteroid mining, and asteroid harvesting, are potential areas where we have strong tech, a reasonable pure automation story, and huge financial upsides. Trillion dollar asteroids... If we’re sourcing metals out there, and producing for orbital operations or interplanetary shenanigans, the need for computing and automation up there emerges.

And I imagine for the billionaire investor class now is the window to make those kinds of plays. A whole set of galactic robber barons is gonna be crowned, and orbital automation is critical to deciding who that is.

by bonesss

2/3/2026 at 8:31:48 AM

>>sending raw materials up there

That's what asteroid mining is for.

>>service technicians are necessary ALL THE TIME

Optimus is already very well tele-operated. Even though over time it can likely be trained to do specific tasks far better than even humans.

by kamaal

2/3/2026 at 10:44:36 AM

> That's what asteroid mining is for.

It’s not necessarily cheaper energetically to get stuff from an asteroid than from Earth. You’d have to accelerate stuff from a wildly different orbit, and then steer it and slow it down. Metric tonnes of stuff. It’s not physically impossible, but it is wildly expensive (in pure energy terms, not even talking about money) and completely impractical with current technology. We just don’t have engines capable of doing this outside the atmosphere.

by kergonath

2/4/2026 at 12:22:37 AM

> It’s not necessarily cheaper energetically to get stuff from an asteroid than from Earth. You’d have to accelerate stuff from a wildly different orbit, and then steer it and slow it down.

Delta V from just about anywhere in the solar system is lower than launching from the surface of Earth. You could launch stuff from Mars and bring it back to Earth orbit with less energy than launching it from Earth. The rocket equation is really punishing.

by mr_toad

2/4/2026 at 12:54:18 AM

Right. The alternative is not to send materials from Earth for processing in space, that would be stupid. We send finished stuff, which were manufactured on the ground. But you don’t mine finished widgets from asteroids. You mine ore that needs refining and processing before being used to manufacture things. This ore is orders of magnitude heavier than the finished products, never mind all that’s required to do anything useful with it.

by kergonath

2/3/2026 at 3:05:49 PM

> Optimus is already very well tele-operated

It can't even serve popcorn in a diner.

by moogly

2/3/2026 at 8:53:24 AM

> That's what asteroid mining is for.

I think you might have no sense of what it takes to go from a raw mined material to something that can be used in a factory. I am not saying it cannot be done. I am just saying it cannot be done in a way that is cheaper than on earth.

by _fizz_buzz_

2/3/2026 at 6:51:30 AM

When Bezos first mentioned drone delivery, many intelligent, serious people laughed at it and accused of Bezos running out of ideas as Amazon was stagnant

by ai-x

2/3/2026 at 3:34:39 AM

That is a fun thought experiment, as we wouldn't want to manufacture too far away from earth we may still be within the earth's atmosphere. I wonder what effect dumping greenhouse gases into the very upper levels of the atmosphere would have in comparison to doing it lower down. My assumption is it would eventually sink to a lower density layer, having more or less the same impact.

by ehnto

2/3/2026 at 7:15:55 AM

Hate to say this, but manufacturing bitcoin would make the most sense. And hard to see how even that would work.

by plastic3169

2/3/2026 at 8:00:07 AM

We also shouldn't overlook the benefits we might realize if humanity achieved the incredible engineering and technical capacity necessary to make this version of porcine flight happen.

IDK, what about the side-benefits of applying the "incredible engineering and technical capacity" to something useful instead? Rather than finding rationalisations for space spambots.

by SideburnsOfDoom

2/3/2026 at 11:44:47 AM

"The problem is that this is both wildly overambitious and somehow incredibly myopic at the same time."

Im sorry, but this is literally every single figurehead in society today.

by spacecadet

2/3/2026 at 2:51:05 AM

[dead]

by computerthings

2/3/2026 at 7:41:56 AM

The data centers in space is 100% about Golden Dome,

https://wikipedia.org/wiki/Golden_Dome_(missile_defense_syst...

by infinitewars

2/4/2026 at 2:23:33 AM

Ah, back to this again.

by bigyabai

2/3/2026 at 8:08:09 AM

Nope, it's 100% about building the stock valuation of SpaceX for an IPO in the face of significant risk from a cold war its CEO started on X with the U.S. federal government and increasing competition from Blue Origin, Quinfan and Guowang. DOD will play Bedrock vs Grok until there is feature parity and then make a decision not based on the features.

Disclaimer: Not an Elon hater, but far from a sycophant, similar to how I felt about Steve Jobs for 40+ years.

by vaxman

2/3/2026 at 8:33:12 AM

Exactly, this is about attaching the AI hype bubble to all of his dealings before he offloads with an IPO (that still leaves him with 75% of the stock).

by hunta2097

2/3/2026 at 2:44:39 AM

All right, so how is it that all you geniuses out here are totally right about this, but all the dullards at SpaceX and XAI, who have accomplished nothing compared to you lot, are somehow wrong about what they do every day?

I know being right without responsibility feels amazing but results are a brutal filter.

by keepamovin

2/3/2026 at 2:53:59 AM

I once had a job mopping floors and was quite successful at it, even if I say so myself. Based on my experience, do you think it is reasonable for me to claim that I will eventually develop techniques for cleaning the oceans of all plastic waste? Folks are criticizing the pie in the sky claims, not that they can do anything at all.

by raegis

2/3/2026 at 3:50:14 AM

Seems a bit of both. But no disparagement to your floor mopping (as I once was a dishwasher in a commercial kitchen myself), but there's a big gap between cleaning a floor, or a dish, and creating frontier models and spaceships.

That said: I think solar is niche, and a moon-shot for how they want it. Nuclear is the future of reliable energy for human civilization.

I think the K-scale is the wrong metric. I don't think we should be trying to take all the sun's energy as a goal (don't blot out the sun! don't hide it in a bushel!), or as a civilizational utiltiy - I'm sure better power supplies will come along.

by keepamovin

2/3/2026 at 5:21:09 AM

Data centers ultimately need to provide power and remove heat. Solar might be a little easier for power in space, maybe, but heat is an absolute no-go, stop, this will never ever work. You can't engineer your way out of the fact that space is a vacuum.

by woooooo

2/3/2026 at 9:33:45 AM

if the thermal radiation panels have ~3 x the area of the solar panels, the temperature of the satellite can be contained to about 300 K (27 deg C). Ctrl+F:pyramid to find my calculations.

by DoctorOetker

2/3/2026 at 4:00:10 PM

I looked, and you outlined a solution that would be hard to achieve in a vacuum chamber on earth. Now we're going to launch it into orbit and it will work great?

Building data centers in Antarctica with nuclear power would be easier. And still way harder than necessary.

by woooooo

2/3/2026 at 4:09:11 PM

Yes, how would you simulate a 4K background in a vacuum chamber on earth... or you could just trust a law that has withstood 150 years the test of time by physicists...

by DoctorOetker

2/3/2026 at 1:01:17 PM

What have the engineers at XAI accomplished? From the ground level, it seems they followed the same research all the other LLM chatbot companies did. They followed along and made a sassy mecha hitler who makes revenge porn.

XAI isn't a serious venture.

by MSFT_Edging

2/3/2026 at 3:20:34 PM

So, the much lauded xAI is overhyped, underwhelming and ... kind of evil? In stark contrast to every other AI company, I suppose?

And people are using it for revenge porn? I haven't seen that. I've just seen that grok pioneered really good deep web search, is less woke than other LLMs and grok imagine has really good video generation and pretty good image gen. Plus the X timeline feed is really good!

by keepamovin

2/3/2026 at 9:22:49 PM

> And people are using it for revenge porn? I haven't seen that.

https://oag.ca.gov/news/press-releases/attorney-general-bont...

https://www.reuters.com/legal/litigation/grok-says-safeguard...

https://www.nytimes.com/2026/01/09/technology/grok-deepfakes...

https://www.vogue.com/article/grok-deepfakes-trend-essay

https://www.the-independent.com/tech/ai-grok-twitter-fake-im...

https://techpolicy.press/the-policy-implications-of-groks-ma...

https://www.rollingstone.com/culture/culture-features/grok-s...

The French raided the X offices in Paris.

> https://www.theguardian.com/technology/2026/feb/03/french-he...

> It said the alleged offences it was investigating now included complicity in the possession and organised distribution of child abuse images, violation of image rights through sexualised deepfakes, and denial of crimes against humanity.

by turtlesdown11

2/3/2026 at 5:07:14 AM

This vision doesn't come from those great engineers, but from Elon, the guy who promised Hyperloop, FSD in 2 years 10 years ago, and lots of other BS

by danmaz74

2/3/2026 at 9:37:43 AM

When a cultist hits you with their side of, ahm, facts, it invariably ends up being some kind of a logical fallacy. Is there a name for this phenomenon?

In this case it is the "how we dare not trusting all the experts at spaceX."

But even the fallacy itself is applied incorrectly, as we hear zero from anyone else other than the cult leader himself.

by buzzin__

2/3/2026 at 3:23:35 PM

So I am a cultist and Elon is cult leader? I think the problem with that is they actually create value in terms of products that work and sell. A cult leader would be more about rhetoric and less about results, I guess? Why does Elon make you so mad?

by keepamovin

2/3/2026 at 3:08:10 AM

There's no reason to think the brilliant minds at SpaceX are supportive of focusing their mission in any manner-what-so-ever on datacenters in space. You can't call on their genius as the supportive argument accordingly.

by adventured

2/3/2026 at 3:51:52 AM

I disagree, I think the idea of a cabal of reactionary comrades inside SpaceX is activist fantasy. I think SpaceX only does what it does with full committment of its people: mind, body, spirit.

by keepamovin

2/3/2026 at 5:28:50 AM

I think there's a scenario where that's true: one where the head of your company is collaborative and deferential to expertise.

There's another scenario, though: one where the head of your company is a bull in a China shop, whose successes have come almost exclusively through a Barnum-esque scheme of cascading bravado and marketing genius without much expertise, but a marvelous ability to sell any idea purely via unearned gravitas.

The former is less sexy: I've compiled loads of talented people, and we're going to solve very hard problems, even some that seem impossible.

The latter is very sexy: I'm a genius and we're going to accomplish the impossible in one year via sheer force of my grand will. And even if it doesn't actually happen, I'll sell you on the next vision.

by nkozyra

2/3/2026 at 6:02:07 AM

It seems like you’re ascribing to Elon some kind of magic, where you feel he’s breaking the rules of what should be allowed in order to achieve success. Is it impossible you simply don’t understand how what he does works?

by keepamovin

2/3/2026 at 12:39:29 PM

I think you may have misread my comment, because no.

by nkozyra

2/3/2026 at 3:10:32 PM

So your hypothesis is Elon's domineering personality creates a culture of terrified silence where everybody wants to revolt but Elon is simply too powerful and they have no choice - and this extends to customers, sales and even technology - reality itself bends to the will of mighty Elon? And that's ... unfair?

by keepamovin

2/3/2026 at 11:04:33 PM

I didn't say that, so ... no?

by nkozyra

2/3/2026 at 4:28:40 AM

[dead]

by qotgalaxy

2/3/2026 at 2:49:45 AM

spacex is one thing but xai accomplished what? the most racist csam prone llm?

by cagenut

2/3/2026 at 3:52:31 AM

I'm not aware of this - What's that?

by keepamovin

2/3/2026 at 5:35:43 AM

Probably shouldn't speak to the brilliance of xAI engineers when you've never heard of their work

by queenkjuul

2/3/2026 at 5:56:03 AM

Is whatever that is their work?

by keepamovin

2/3/2026 at 7:30:02 PM

Not just that, it's their one and only product, to my knowledge

by queenkjuul

2/3/2026 at 4:29:46 AM

This place has derangement syndrome unfortunately. Such pessimists, it’s a bit sad

by sixQuarks

2/3/2026 at 4:06:25 PM

I've seen things you people wouldn't believe. Cooling systems fail in geostationary orbit. I watched thermal loads glitter in the dark near Lagrange Point 2. RAID arrays degraded by Van Allen radiation. Micrometeorite impacts at 2 AM. Legacy Perl scripts no one dared to touch, running on hardware we couldn't replace because the launch windows had closed. All those moments will be lost in time, like packets in space. Time to reboot.

by alextingle

2/3/2026 at 4:30:56 PM

Kudos to your reference to Blade Runner

by dnqthao

2/3/2026 at 1:28:20 AM

Only people who never interacted with data center reliability think it's doable to maintain servers with no human intervention.

by lugao

2/3/2026 at 8:27:06 AM

Microsoft did do the experiment (Project Natick) where they had "datacenters" in pods under the sea with really good results. The idea was simply to ship enough extra capacity, but due to the environment, the failure rates where 1/8th of normal.

Still, dropping a pod into the sea makes more sense than launching it into space. At least cooling, power, connectivity and eventual maintenance is simpler.

The whole thing makes no sense and is seems like it's just Musk doing financial manipulation again.

https://news.microsoft.com/source/features/sustainability/pr...

by mrweasel

2/3/2026 at 8:46:42 AM

> The whole thing makes no sense and is seems like it's just Musk doing financial manipulation again.

It's a fig leaf for getting two IPOs in one. There's no sense in analyzing it any further.

by zarzavat

2/3/2026 at 1:41:38 PM

Exactly. He can croon about DOGE all day, but the reality is his entire fortune was built on feeding at the trough of government largess. That's why he talks about Mars all the time. He's not stupid enough to think we could actually live there, but damn if he couldn't make a couple trillion skimming off the top of the world's most expensive space program.

by ryandvm

2/3/2026 at 3:57:47 PM

No, I think he is that stupid.

by alextingle

2/3/2026 at 3:03:37 PM

Right, let's not forget that he's selling it to himself in an all stock deal. He could have priced it at eleventy kajillion dollars and it would have had the same meaning.

He's basically trading two cypto coins with himself and sending out a press release.

by alexc05

2/3/2026 at 11:52:29 AM

The experiment may have been successful, but if it was why don't we see underwater datacenters everywhere? It probably is a similar reason why we won't see space datacenters in the near future either.

Space has solar energy going for itself. With underwater you don't need to lug a 1420 ton rocket with a datacenter payload to space.

by moontear

2/3/2026 at 12:20:36 PM

Salt water absolutely murders things, combined with constant movement almost anything will be torn apart in very little time. It's an extremely harsh environment compared to space, which is not anything. If you can get past the solar extremes without earths shield, it's almost perfect for computers. A vacuum, energy source available 24/7 at unlimited capacity, no dust, etc.

by dubcanada

2/3/2026 at 12:43:20 PM

The vacuum is the problem. It might be cold but has terrible heat transfer properties. The area of radiators it would take to dissipate a data center dwarfs absolutely anything we’ve ever sent to orbit

by h3half

2/3/2026 at 1:08:41 PM

Also solar wind, cosmic rays etc. We don't have perfect shielding for that yet. Cooling would be tricky and has to be completely radiative which is very slow in space. Vacuum is a perfect insulator after all, look how thermos work.

by kakacik

2/3/2026 at 3:25:28 PM

I can't see any reason to put them underwater rather than in a field somewhere. I think the space rationale is you may run out of fields.

by tim333

2/3/2026 at 4:12:37 PM

Placing them underwater means you get free, unlimited cooling.

Exactly the opposite of space, where all cooling must happen through radiation, which is expensive/inefficient

by droopyEyelids

2/3/2026 at 2:42:11 AM

Whoa there, space-faring sysadmin. You really want that off-world contract tho?

by keepamovin

2/3/2026 at 2:58:09 AM

Haha, hard pass on the job. I prefer my oxygen at 1 atm.

I'm not a data center technician myself, but I have deep respect for those folks and the complexity they manage. It's quite surprising the market still buys Musk's claims day after day.

by lugao

2/3/2026 at 1:23:43 PM

> It's quite surprising the market still buys Musk's claims day after day.

More disturbing than surprising.

by SecretDreams

2/3/2026 at 2:23:24 AM

There are a class of people who may seem smart until they start talking about a subject you know about. Hank Green is a great example of this.

For many on HN, Elon buying Twitter was a wake up call because he suddenly started talking about software and servers and data centers and reliability and a ton of people with experience with those things were like "oh... this guy's an idiot".

Data centers in space are exactly like this. Your comment (correctly) alludes to this.

Companies like Google, Meta, Amazon and Microsoft all have so many servers that parts are failing constantly. They fail so often on large scales that it's expected things like a hard drive will fail while a single job might be running.

So all of these companies build systems to detect failures, disable running on that node until it's fixed, alerting someone to what the problem is and then bringing the node back online once the problem it's addressed. Everything will fail. Hard drives, RAM, CPUs, GPUs, SSDs, power supplies, fans, NICs, cables, etc.

So all data centers will have a number of technicians who are constantly fixing problems. IIRC Google's ratio tended to be about 10,000 servers per technician. Good technicians could handle higher ratios. When a node goes offline it's not clear why. Techs would take known good parts and basically replacce all of them and then figure out what the problem is later, dispose of any bad parts and put tested good parts into the pool of known good parts for a later incident.

Data centers in space lose all of this ability. So if you have a large number of orbital servers, they're going to be failing constantly with no ability to fix them. You can really only deorbit them and replace them and that gets real expensive.

Electronics and chips on satellites also aren't consumer grade. They're not even enterprise grade. They're orders of magnitude more reliable than that because they have to deal with error correction terrestial components don't due to cosmic rays and the solar wind. That's why they're a fraction of the power of something you can buy from Amazon but they cost 1000x as much. Because they need to last years and not fail, something no home computer or data center server has to deal with.

Put it this way, a hardened satellite or probe CPU is like paying $1 million for a Raspberry Pi.

And anybody who has dealt with data centers knows this.

by jmyeet

2/3/2026 at 3:08:40 AM

Great comment on hardware and maintenance costs, and in comparison Elon wrote "My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space." It's a pity this reads like the entire acquisition of xAi is based on "Elon's napkin math" (maybe he checked it with Grok)

by fblp

2/3/2026 at 4:57:34 AM

The deal they made values xAI at $230 Billion. It’s a made up number, with no trustworthy financial justification to back it up. It is set to provide a certain return to xAI’s investors (the valuation decides the amount you get per share), who in turn are bailing out the earlier acquisition of X (Twitter). All of this is basically a shell game where Elon is using one company to bail out another. It’s a way of reducing the risk of new ventures by spreading them out between his companies. It’s also really bad for SpaceX employees and investors, who are basically subsidizing other companies.

The thing is, everyone knows Elon is not a real CEO of any of these companies. There isn’t enough time to even be the CEO of one company and a parent. This guy has 10 companies and 10 children. He’s just holding the position and preventing others from being in that position, so he can enact changes like this. And his boards are all stacked with family members, close friends, and sycophants who won’t oppose his agenda.

by SilverElfin

2/3/2026 at 6:38:01 AM

As both are private companies none of this matters if the investors of both companies are happy.

by miohtama

2/3/2026 at 7:34:04 AM

Most of the investors don’t even have a choice. Nor do all the other shareholders like employees. And the boards of Musk companies are stacked with his yes men.

by SilverElfin

2/3/2026 at 8:11:19 AM

Ah yes, my favourite kind of engineering: financial engineering

by rf15

2/3/2026 at 3:23:57 AM

He's bailing out one of his failing ventures with one of his so far successful ones. The BS napkin math isn't the reason he's doing it. It's the excuse for doing it.

by breakyerself

2/3/2026 at 8:31:13 AM

Or he's having another mental break because he knocked up yet another woman and is going to have yet another kid he can't remember the name of.

by bigbuppo

2/3/2026 at 3:19:16 AM

Can you provide a link for that quote, because that quote is absolute stupidity.

by titzer

2/3/2026 at 3:31:10 AM

It's in the article that you're commenting on, https://www.spacex.com/updates#xai-joins-spacex.

by spenczar5

2/3/2026 at 5:21:30 AM

Oh, ffs.

by titzer

2/3/2026 at 5:49:12 AM

Haha. It's less than 1,000 words that would take less than 5 minutes to read.

I bet much less than half of the hundreds of HN commenters here bother to read it. Many are clearly unfamiliar with its content.

by spikels

2/3/2026 at 5:58:39 AM

I can't, I don't want it in my head :/

by titzer

2/3/2026 at 3:47:12 AM

Thanks for putting words to that; the paragraph which most stuck out to me as outlandish is (emphasis mine):

    The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, *with no ongoing operational or maintenance needs*.
I'm deeply disillusioned to arrive at this conclusion but the Occam's Razor in me feels this whole acquisition is more likely a play to increase the perceptual value of SpaceX before a planned IPO.

by rkagerer

2/3/2026 at 8:23:06 AM

"what if we move all our data center needs into my imagination, things are running so much smoother there"

by rf15

2/3/2026 at 4:14:04 PM

I'm pretty sure they don't harden compute in space anymore, that's one thing SpaceX pioneered with their cost-cutting approach early on.

by e4325f

2/3/2026 at 11:01:26 AM

for me trying to apply some liquid TIM on a CPU in a space station in a big ass suit would be a total nightmare, maybe robots could make it bearable but the racks would get greassy fast from many failed attempts

by mosquitobiten

2/3/2026 at 2:20:24 PM

Excellent comment.

by skartik

2/3/2026 at 2:39:12 AM

Might be why he's also investing in building their own fabs - if he can keep the silicon costs low then that flips a lot of the math here.

by everfrustrated

2/3/2026 at 5:12:19 AM

> but they cost 1000x as much

Compute power has increased more than 1000x while the cost came down.

I recall paying $3000 for my first IBM PC.

> they need to last years and not fail

Not if they are cheap enough to build and launch. Quantity has a quality all its own.

by WalterBright

2/3/2026 at 5:39:57 AM

Have you heard of cosmic radiation?

by queenkjuul

2/3/2026 at 7:45:20 AM

Cosmic rays take time to destroy them.

by WalterBright

2/3/2026 at 11:44:17 AM

It's not only about destruction. It's also about reliability. Without proper shielding and error correction you're going to have lots and lots of reliability issues and data corruption. And if we're talking about AI and given the current reliability problems of the Nvidia hardware, plus the radiation, plus the difficulty for refrigerating all that stuff on space... That's a big problem. And we still haven't started to talk about the energy generation.

I think there's a very interesting use case on edge computing (edge of space, if you wanna make the joke) that in fact some satellites are already doing, were they preprocess data before sending back to Earth. But datacenter-power-level computing is not even near.

I have no idea and numbers to back it up, but I feel it would be even easier to set up a Moon datacenter than an orbital datacenter (when talking about that size of datacenter)

by tecleandor

2/3/2026 at 6:46:48 PM

We'll see!

Keep in mind that the current state of space electronics is centered around one-off very expensive launches, where the electronics failure would be a fiscal disaster. (See JWST)

Being able to rapidly launch cheap electronics may very well change the whole outlook on this.

by WalterBright

2/3/2026 at 7:58:28 PM

People already do that (launch cheap, redundant, unshielded electronics) for LEO, but sounds like these data centers would pretty explicitly not be in LEO.

Also AI GPUs are the exact opposite of cheap electronics

by queenkjuul

2/3/2026 at 5:39:52 AM

First of all Twitter had basically no downtime since he bought it, so all the 'internet experts' posting their thoughts were completely dead wrong. If anything Twitter was far more reliable than Microsoft has been these past few years.

You are assuming things need to run the same way in space, for instance you mentioned fans, you won't have any in space. You also won't have any air, dust, static, or any moving parts.

You are assuming the costs to launch to orbit are high, when the entire point of Spacex's latest ship is to bring the cost to launch so low that it is cheaper per ton than an airplane flight.

Maintenance would be nice but you are saying this like Elon Musk's company doesn't already manage the most powerful datacenters on the planet.

You have no clue what you are talking about regarding cosmic rays and solar wind, these will literally be solar powered and behind panels and shielding 100% of the time.

by Sparyjerry

2/3/2026 at 2:35:25 PM

The sock puppet account is angry!

by edm0nd

2/3/2026 at 6:29:35 AM

I went looking through your comments. 75% of them (and probably 90% in the lasst 2 years) were Elon related. Tesla, SpaceX, Grok, Twitter, DOGE, etc. Quite a lot of comments for 101 karma if I'm being real.

Why do you feel this kneejerk reaction to defend Elon and his companies? You'll never be him. He doesn't care about you. He'd use you for reactor shielding for an uptick in Tesla share price without a second's hesitation. This is cultish behavior.

Do you have any idea who you're defending? I'll give you just one example. A right-wing influencer named Dom Lucre uploaded CSAM to Twitter, a video. But he didn't just upload it. He watermarked it first so had it on his computer and then postporcessed it. It was I believe up for days. This was apparently a video so bad that mere possession should land you in prison. And the fact that the FBI didn't arrest him basically tells you he'd an FBI asset. After taking days to ban him, Elon personally intervened to unban him. Why? Because reasons.

And this is the same man who it's becoming clear was deeply linked with Jeffrey Epstein, as was his brother [1].

Bringing this back to the original point: this is why Twitter lost 80% of its value after Elon acquired it. Advertisers fled because it became a shithole for CSAM and Nazis.

As for "basically no downtime" that's hilarious. I even found you commenting the classic anecdote "it was fine for me" (paraphrased) on one such incident when Twitter DDOSed itself [2].

Your cultish devotion here is pretty obvious eg [3]. I'm genuinely asking: what do you get out of all this?

[1]: https://www.axios.com/local/boulder/2026/02/02/kimbal-musk-j...

[2]: https://news.ycombinator.com/item?id=36555897

[3]: https://news.ycombinator.com/item?id=42836560

by jmyeet

2/3/2026 at 12:13:29 PM

Lol, did you spot one of his alts?

But yeah, otherwise agree that his conduct, within a corporate context and otherwise, do not merit the kind of public adulation he's getting.

I also remember (vividly at that) his comments on distributed systems when he bought twitter back in the day and was starting to take it over. I remember thinking to myself, if he's just spewing so much bullshit on this, and I can understand this because it's closer to my body of knowledge, what other such stuff is he pronouncing authoritatively on other domains I don't know so much about?

by NlightNFotis

2/3/2026 at 2:46:55 PM

I'd assume datacenters built for space would have different reliability standards. I mean, if a communication satellite (which already has a lot of electronic and computing components) can work unattended, then a satellite working as a server could too.

by donny2018

2/3/2026 at 3:10:37 PM

You are right. But in the future we'll be refueling the satellites anyway. Might as well maintain the servers using robots all in one go.

by vagab0nd

2/3/2026 at 7:54:51 PM

Right now that’s not the case. Satellites just store whatever fuel they need for orbital adjustments and by default, they fall back to earth and burn up at the end of their life. All the Starlink satellites are configured to fall back to earth within 5 years (the fuel is used to re-raise their orbit). The new proposed datacenters would sit in a higher orbit to avoid debris, allegedly, but that means it is even more expensive to get to them and refuel them, and the potential for future debris is far worse (since it wouldn’t fall back to earth and burn up for centuries or millennia).

by SilverElfin

2/3/2026 at 1:33:21 AM

But … but what if we had solar-powered AI SREs to fix the solar-powered AI satellites… /in space/?

by angled

2/3/2026 at 2:03:43 AM

Maintaining modern accelerators requires frequent hands-on intervention -- replacing hardware, reseating chips, and checking cable integrity.

Because these platforms are experimental and rapidly evolving, they aren't 'space-ready.' Space-grade hardware must be 'rad-hardened' and proven over years of testing.

By the time an accelerator is reliable enough for orbit, it’s several generations obsolete, making it nearly impossible to compete or turn a profit against ground-based clusters.

by lugao

2/3/2026 at 12:11:41 PM

Thank you. The waste heat problem is so bad but no one gets around to mentioning the fact that you can't have AI grade chips and space at the same time.

by boutell

2/3/2026 at 2:22:38 AM

On the other hand, Tesla vehicles have similar hardware built into them, and don't require such hands-on intervention. (And that's the hardware that will be going up.)

by trothamel

2/3/2026 at 2:50:40 AM

Car-grade inference hardware is fundamentally different from data center-grade inference hardware, let alone the specialized, interconnected hardware used for training (like NVLink or complex optical fabrics). These are different beasts in terms of power density, thermal stress, and signaling sensitivity.

Beyond that, we don't actually know the failure rate of the Tesla fleet. I’ve never had a personal computer fail from use in my life, but that’s just anecdotal and holds no weight against the law of large numbers. When you operate at the scale of a massive cluster, "one-in-a-million" failures become a daily statistical certainty.

Claiming that because you don't personally see cars failing on the side of the road means they require zero intervention actually proves my original point: people who haven't managed data center reliability underestimate the sheer volume of "rare" failures that occur at scale.

by lugao

2/3/2026 at 2:56:47 AM

Not only the sibling comments points, but cars aren't exposed to the radiation of space...

by jonah

2/3/2026 at 7:26:57 PM

Well, one car is... and it's a Tesla!

by cloudfudge

2/3/2026 at 1:40:56 AM

Do they need to be maintained? If one compute node breaks, you just turn it off and don't worry about it. You just assume you'll have some amount of unrecoverable errors and build that into the cost/benefit analysis. As long as failures are in line with projections, it's baked in as a cost of doing business.

The idea itself may be sound, though that's unrelated to the question of whether Elon Musk can be relied on to be honest with investors about what their real failure projections and cost estimates are and whether it actually makes financial sense to do this now or in the near future.

by elihu

2/3/2026 at 1:55:24 AM

AI clusters are heavily interconnected, the blast radius for single component failure is much larger than running single nodes -- you would fragment it beyond recovery to be able to use it meaningfully.

I can't get in detail about real numbers but it's not doable with current hardware by a large margin.

by lugao

2/3/2026 at 12:00:04 PM

eh? They're not gonna lay cable in space. The laser links will be retargetable.

by FeepingCreature

2/3/2026 at 2:54:01 PM

How are you doing pci express x16 with lasers without fiber optics? Have you touched data center hardware in your life?

by lugao

2/3/2026 at 4:15:00 PM

Lasers, space, super geniuses, and most importantly money. You're worrying too much about the details and not enough about the awesomeness.

But seriously, why are all the stans in these comments as unknowledgeable as Elon himself? Is that just what is required to stan for this type of garbage?

by youarentrightjr

2/3/2026 at 7:30:21 PM

What if every installed twitter app just acted as a proxy for grok to post as millions of different elon stans? Diabolical.

by cloudfudge

2/3/2026 at 4:18:12 AM

This guy invented reusable rockets that land themselves. I'm sure xAI is not just one guy. Plenty of talented people work there.

by andrewinardeer

2/3/2026 at 12:07:39 AM

Context missing. This is in reference to a vision the (distant?) future where the satellites are manufactured in factories on the Moon and sent into space with mass drivers.

Full paragraph quote comes from:

> While launching AI satellites from Earth is the immediate focus, Starship’s capabilities will also enable operations on other worlds. Thanks to advancements like in-space propellant transfer, Starship will be capable of landing massive amounts of cargo on the Moon. Once there, it will be possible to establish a permanent presence for scientific and manufacturing pursuits. Factories on the Moon can take advantage of lunar resources to manufacture satellites and deploy them further into space. By using an electromagnetic mass driver and lunar manufacturing, it is possible to put 500 to 1000 TW/year of AI satellites into deep space, meaningfully ascend the Kardashev scale and harness a non-trivial percentage of the Sun’s power. >

by spikels

2/3/2026 at 12:29:30 AM

> This is in reference to a vision the (distant?) future where the satellites are manufactured in factories on the Moon and sent into space with mass drivers.

In the meantime, how about affordable insulin for everybody?

by titzer

2/3/2026 at 9:41:36 AM

Isn't it already somewhat affordable? https://worldpopulationreview.com/country-rankings/cost-of-i...

It's a political problem, not a tech problem

by eamag

2/3/2026 at 1:24:18 PM

Exactly; most of the world's problems are political problems.

Which Musk has no intention to fix, of course, because he's more about money and (buying) status with it. He had an opportunity but decided to aid the regime in extracting people's data instead (probably selling it to adversaries).

by Cthulhu_

2/3/2026 at 1:04:19 AM

Why is it cheaper to ship all of the materials to space, then to the moon for assembly (which also includes shipping all of the people and supplies to keep them alive), then back into space vs just…

building them on earth and then shipping them up?

We’re not exactly at a loss for land over here.

by tyre

2/3/2026 at 12:08:45 PM

> which also includes shipping all of the people and supplies to keep them alive)

What do you mean, "people" ? I'm pretty sure Musk is only expecting to send self-assembling Optimus robots [1] to do the whole manufacturing.

[1] "pre-order now, expected delivery any time soon"

(Oh, those times where you try to be sarcastic and realize: "wait, maybe that's the actual plan".)

by phtrivier

2/3/2026 at 1:13:36 AM

https://en.wikipedia.org/wiki/Lunar_resources

In situ manufacturing. You just have to send enough to build the thing that builds the factory.

by jcims

2/3/2026 at 2:02:42 AM

It's not like satellites need anything like computer chips, which are finicky things to build that require parts with a sole supplier on the entire planet.

by jcranmer

2/3/2026 at 2:05:48 AM

You can make propellant on the Moon (aluminum based solid fuels), and the energy to get into orbit or into deep space is far, far less that from Earth’s surface.

by mr_toad

2/3/2026 at 12:56:50 PM

That makes much more sense tbh. I believe Musk predicted in 2021 that we would land humans on the moon by 2024 [0]. That obviously has been deprioritized but how many Starships have delivered 50+ tons of payload to the moon so far?

[0] https://www.foxbusiness.com/business-leaders/spacex-boss-elo...

by danso

2/3/2026 at 12:55:11 AM

Why would satellites be manufactured on the moon? There's nothing on the moon. The raw materials would have to be ferried over first. What would be the point?

by fluoridation

2/3/2026 at 1:07:11 AM

It would appeal to naive technofetishists, the same crowd of investors enamored by many of Elon's other impossible schemes.

The moon mfg makes significantly more sense than the hilarious plan to establish a permanent Mars base in the next 50 years, but that's not saying much.

by 01100011

2/3/2026 at 1:13:01 AM

> Why would satellites be manufactured on the moon? There's nothing on the moon. The raw materials would have to be ferried over first. What would be the point?

From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.

From the poles you can get fuel (water ice -> water + hydrogen + oxygen).

The real constraint is not materials, but rather power generation, automation reliability, and initial capital investment.

So you have to shuttle machines, energy systems, and electronics.

The moon can supply mass, oxygen, fuel, and structure.

Satellites that would benefit most are: huge comms platforms, space-based power satellites, large radar arrays, deep-space telescopes, etc.

by andsoitis

2/3/2026 at 1:29:19 AM

>From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.

Do we actually know how to do that?

>From the poles

From the poles! So the proposal includes building a planetary-scale railway network on bumpy lunar terrain.

>The moon can supply mass, oxygen, fuel, and structure.

None of those are things we are hurting for down here, though.

by fluoridation

2/3/2026 at 3:37:39 AM

> So the proposal includes building a planetary-scale railway network on bumpy lunar terrain.

And that’s from a fascist who barely managed to dig ONE small one lane tunnel under Las Vegas and called it a revolution.

I’m sorry to be rude but people who are still giving musk any credit are stupid at this point.

Oh boy, IA data centers in space. It’s not only ridiculous, but it’s also boring and not even exciting at all.

by pjerem

2/3/2026 at 1:27:07 PM

> [...] and initial capital investment.

This is the big one - Musk knows that if he convinces enough people, they will invest the billions / trillions necessary, making him stupendously rich.

But anyone investing in that is... not a good investor, to be politically correct, because what's the expected return on investment? Who are the customers? What is the monetization? Or bar that, how does it benefit humanity?

It's throwing money down the drain. If you're an investor and are considering this, consider investing in earth instead. Real projects with real benefits. There's enough money to fix hunger, poverty, housing, education, and everything. Enough money to buy and / or fund politicians to make the necessary changes.

by Cthulhu_

2/3/2026 at 1:47:33 PM

> There's enough money to fix hunger, poverty, housing, education, and everything. Enough money to buy and / or fund politicians to make the necessary changes.

Perhaps. But I can also see someone wanting to use their money to fund space exploration because it is more exciting.

As an aside, I strongly suspect that to solve the problems you think are more worthy, it isn't money that is the problem, but rather social, structural, cultural, and other issues mostly.

by andsoitis

2/3/2026 at 5:08:09 PM

If you successfully solve hunger, poverty, housing, education, etc. Then humanity will back you doing whatever billionaire space or submarine shit you want.

Trying to do billionaire space shit while there is extreme poverty is a dangerous game imo; but I guess flaunting their wealth hasn't had any consequences so far.

by nullocator

2/3/2026 at 1:38:07 AM

Power would almost certainly mostly come from solar panels. The SpaceX-xAI press release mentions using mass drivers which are electrically powered. Could make Hydrogen-Oxygen rocket fuel but not needed in Moon's lower gravity/thin atmosphere.

by spikels

2/3/2026 at 4:12:40 AM

> The real constraint is not materials

It's solvents, lubricants, cooling, and all the other boring industrial components and feedstocks that people seem to forget exist. Just because raw materials exist in lunar regolith doesn't mean much if you can't actually smelt and refine it into useful forms.

by giantrobot

2/3/2026 at 12:28:58 AM

I couldn't believe that was an actual quote from the article. It is.

These people are legit insane.

by titzer

2/3/2026 at 12:38:11 AM

Not insane at all. They are perfectly sane and know words can be twisted to justify just about anything, when stating the actual goals is unsavory.

by drdaeman

2/3/2026 at 3:01:28 AM

No it's just Musk's Big Idea for spacex to hype it before IPO. It's their version of FSD, robots etc.

You've got to hand it to him, he is a bullshitter par excellence.

by nprateem

2/3/2026 at 4:18:21 AM

How people still believe his bullshit is unfathomable.

by thfuran

2/3/2026 at 5:47:09 AM

You don't have to believe one's bullshit. You just have to believe others will believe the bullshit.

by potamic

2/3/2026 at 1:20:40 PM

This is the moving force behind all investments of the past decade or so. Crypto? Everyone involved knows it's empty, but they hype it up anyway because they believe some people buy the bullshit, and plenty of people gobble it up and signal boost it because they think they're ahead of the pack. NFTs, same thing. Tesla stocks was probably the one that started it. Pokemon cards.

by Cthulhu_

2/3/2026 at 3:59:33 PM

It's just one pump and dump scheme after another. The difference now is every one of them is too big to fail.

In a way, it's perfect. If what you're promising is sufficiently vacuous and you're a true believer, you can get away with. If you're promising something concrete and deliverable, fraud is so much easier to prove.

by titzer

2/3/2026 at 5:24:43 AM

Yeah, I remember people saying that about making 1m model 3s per year, landing rockets, getting 10k+ satellite privately into orbit, and getting millions of subscribers using internet via those satellites.

Maybe just maybe the guy does actually get things done, and if you didn't hate him you'd see that?

(yes, there are some things he hasn't gotten done. That doesn't take away from what he has gotten done)

by zpeti

2/3/2026 at 10:19:58 AM

Please understand that his companies succeeding in some things doesn’t make the things that are exaggerated, overpromised, or just plain naked hype with no backing somehow practical. It’s an interesting effect of our age that for some figures to some people if any criticism is considered unwarranted then all criticism must be disregarded.

It reminds me of growing up in the evangelical church and all the pastors who’d still keep their followers even after they show up in new cars or fly first class, taking the tithes from old ladies on their pension.

by taurath

2/3/2026 at 12:25:13 PM

This mofo threw a Nazi salute and danced around on stage like an idiot with a chainsaw. Then he illegally downloaded the entire US treasury payment database and ran it through his AI and faced zero consequences. After promising to find a trillion in fraud and abuse, he left after less than half a year and declared there wasn't that much fraud after all.

To most normal people this long history of overblown claims and complete failures would disqualify him from serious consideration. To most normal people, a massive illegal siphoning of US government data would be beyond the pale and worthy of jail time.

But in today's age, there's enough smoke and mirrors that such a charlatan can just float on a sea of adulations right on past any consequences.

by titzer

2/3/2026 at 2:00:17 PM

> some things he hasn't gotten done

That's really understating things. He has promised so many things at various times that the "hits" are at best 10% of what he says. You can't just cherry pick his successes and say "well maybe this will work too" with a track record like that.

by AlexandrB

2/3/2026 at 1:10:40 PM

[dead]

by emptyfile

2/3/2026 at 1:40:13 PM

Musk is a slimey salesman. His job as CEO is to hype bullshit.

by aceazzameen

2/3/2026 at 8:37:55 AM

Smart people call it "story telling" /s. Musk bullshit and constant lie made him the richest person in the world. No reason not to continue.

by maeln

2/3/2026 at 1:37:09 AM

> We currently make around 1 TW of photovoltaic cells per year, globally.

Doubling every three years; at that rate it would take about 30 years for 1TW to become 1000TW. Whether on not the trend continues largely depends on demand, but as of right now humanity seems to have an insatiable demand for power.

by mr_toad

2/3/2026 at 2:31:32 AM

I think it largely depends on what bottlenecks exist that we haven’t hit yet.

by sarchertech

2/3/2026 at 2:45:43 AM

We’re not going to use 100% of our solar panel manufacturing capacity to power space data centers, specifically because everyone else on the ground is so power-hungry. If we’re being generous, it could maybe top out at 1%, which adds another ~20 years to your timeline for a total of 50. I think it’s safe to say this part is bunk (along with everything else about this plan which is also bunk).

by Analemma_

2/3/2026 at 4:20:02 AM

We seem to be using 100% of our DRAM manufacturing for AI. So it's not completely out of the question.

by mlindner

2/3/2026 at 8:11:35 AM

Space to put them, terrestrially, is not infinite. Demand has a hard ceiling.

by usrusr

2/3/2026 at 2:16:28 PM

Plenty of space still, but we're running into other scaling issues now - power grids are at their limits. And on sunny days there's a lot more supply than demand, but that can be mitigated by adding more (battery) storage.

by Cthulhu_

2/3/2026 at 12:01:45 PM

That's a supply ceiling. Funnily, it's also one that's solved by putting them in space.

by FeepingCreature

2/3/2026 at 9:42:03 AM

unless demand comes from space

by DoctorOetker

2/2/2026 at 10:47:12 PM

In fairness, solar cells can be about 5x more efficient in space (irradiance, uptime).

by moeadham

2/2/2026 at 11:27:08 PM

The quoted "1 TW of photovoltaic cells per year, globally" is the peak output, not the average output. They're only about 20% higher peak output in space… well, if you can keep them cool at least.

by ben_w

2/2/2026 at 11:44:28 PM

But there are no clouds in space and with the right orbit they are always facing the sun

by pantalaimon

2/3/2026 at 12:23:42 AM

You know how people sometimes dismiss PV by saying "what happens at night or in cloudy weather?"?

Well, what happens over the course of a year of night and clouds is that 1 TW-peak becomes an average of about 110 to 160 GW.

We're making ~1 TW-peak per year of PV right now.

by ben_w

2/3/2026 at 9:44:38 AM

but then you have answered the earlier question: solar panels in space pay themselves back ~7-8 times faster

by DoctorOetker

2/3/2026 at 10:50:46 AM

That wasn't the original question. The head of this thread was quoting Musk's claim, which I repeat here:

> it is possible to put 500 to 1000 TW/year of AI satellites into deep space

This is 500-1000 times as much as current global production.

Musk is talking about building on the Moon 500-1000 times as much factory capacity as currently exists in aggregate across all of Earth, and launching the products electromagnetically.

Given how long PV modules last, that much per year is enough to keep all of Earth's land area paved with contiguous PV. PV doesn't last as long in space, but likewise the Moon would be totally tiled in PV (and much darker as a consequence) at this production rate.

In fact, given it does tile the moon, I suspect Musk may have started from "tile moon with PV" and estimated the maximum productive output of that power supply being used to make more PV.

I mean, don't get me wrong, in the *long term* I buy that. It's just that by "long term" I mean Musk's likely to have buried (given him, in a cryogenic tube) for decades by the time that happens.

Even being optimistic, given the lack of literally any experience building a factory up there and how our lunar mining experience is little more than a dozen people and a handful of rovers picking up interesting looking rocks, versus given how much experience we need down here to get things right, even Musk's organisation skills and ability to enthuse people and raise capital has limits. But these are timescales where those skills don't last (even if he resolves his political toxicity that currently means the next Democrat administration will hate his guts and do what they can to remove most of his power), because he will have died of old age.

by ben_w

2/3/2026 at 12:07:46 PM

I wasn't referencing Elon's claim, but your reply to

> In fairness, solar cells can be about 5x more efficient in space (irradiance, uptime).

Clearly this person was referencing a financial efficiency predominantly through uptime.

Your other points: I agree :)

by DoctorOetker

2/3/2026 at 12:45:02 PM

> Clearly this person was referencing a financial efficiency predominantly through uptime.

I read the person you are quoting differently, as them misunderstanding and thinking that the current 1 TW-peak/year manufacturing was 1 TW-after-capacity-factor-losses/year.

by ben_w

2/2/2026 at 11:54:06 PM

The 1TW is the rated peak power output. It's essentially the same in space. The thing that changes is the average fraction of this sustained over time (due to day/night/seasons/atmosphere, or the lack of all of the above).

It's still the same 1TW theoretical peak in space, it's just that you can actually use close to that full capacity all the time, whereas on earth you'd need to over-provision substantially and add storage, so 1TW of panels can only drive perhaps a few hundred GW of average load.

by jrk

2/2/2026 at 11:59:37 PM

> the whole capacity

Wouldn’t something like half of the panels be in shadow at any time?

by singleshot_

2/3/2026 at 1:26:39 AM

polar orbit

by WalterBright

2/2/2026 at 11:19:09 PM

It is more than 5x less expensive to get surface area on earth’s surface.

by cowsandmilk

2/2/2026 at 11:58:01 PM

The dominant factor is "balance of system" aka soft costs, which are well over 50%.[0]

Orbit gets you the advantage of 1/5th the PV and no large daily smoothing battery, but also no on-site installation cost, no grid interconnect fees, no custom engineering drawings, no environmental permitting fees, no grid of concrete footers, no heavy steel frames to resist wind and snow loads. The "on-site installation" is just the panels unfolding, and during launch they're compact so the support structure can be relatively lightweight.

When you cost building the datacenter alone, it's cheaper on earth. When you cost building the solar + batteries + datacenter, it (can be) cheaper in space, if you build it right and have cheap orbital launch.

[0] https://en.wikipedia.org/wiki/Balance_of_system

by schiffern

2/3/2026 at 12:08:53 AM

Funny, I would have included transportation as part of the installation cost. You didn't mention that one.

by IX-103

2/3/2026 at 12:42:30 AM

I do say it's predicated on cheap orbital launch. Clearly they expect Starship to deliver, and they're "skating to where the puck will be" on overall system cost per unit of compute.

But yeah, I didn't include that delivering all that stuff by truck (including all the personnel) to a terrestrial PV site isn't free either.

by schiffern

2/3/2026 at 1:41:20 AM

Yeah, soft costs like permitting and inspections are supposedly the main reason US residential solar costs $3/watt while Australian residential solar costs $1/watt. It was definitely the worst and least efficient part of our solar install, everything else was pretty straightforward. Also, running a pretty sizable array at our house, the seasonal variation is huge, and seasonal battery storage isn’t really a thing.

Besides making PV much more consistent, the main thing this seems to avoid is just the red tape around developing at huge scale, and basically being totally sovereign, which seems like it might be more important as tensions around this stuff ramp up. There’s clearly a backlash brewing against terrestrial data centers driving up utility bills, at least on the East Coast of the US.

The more I think about it, the more this seems like maybe not a terrible idea.

by ericd

2/3/2026 at 2:53:48 PM

So far most of the datacenters are built in very convenient places and people will start to build them in inconvenient places like Sahara or Mongolia way before they will building them in space

by bydlocoder

2/3/2026 at 3:41:38 PM

Maybe. But for SpaceX, it’s more aligned with what they’re trying to do to just learn to manufacture them at scale and lob them into space. And one of the benefits there is the uniformity of it - they can treat them all the same, rather than dealing with a bunch in different geographies with different power issues, governmental issues, etc. That’s been one of the major issues with rolling out solar. In the US, there are >20,000 AHJs, each with different rules and processes. A huge constellation of satellites seems easier to reason about and build systems to maintain en masse, because it’s more uniform.

I’m not saying this is a good idea. I’ve got a lot of SpaceX stock, and I wasn’t really happy to hear the news, this is mostly me trying to understand why they might think this is a good idea, and brainstorming out loud, with a dash of coping. Seems most here think that it’s just stupid, but then, most commenters thought Starlink was stupid, iirc, and that turned out to be wildly wrong. But it might also just be stupid this time.

by ericd

2/3/2026 at 7:50:02 AM

Do you imagine there'd be less red tape involved in launching multiple rockets per day carrying heavy payloads?

Like this argument just gets absurd: you're claiming building a data center on earth will be harder from a permitting perspective than FAA flight approval for multiple heavy lift rocket launch and landing cycles.

Mining companies routinely open and close enormous surface area mines all over the world and manage permitting for that just fine.

There's plenty of land no one will care if your build anything on, and being remote with maybe poor access roads is still going to be enormously cheaper then launching a state of the art heavy lift rocket which doesn't actually exist yet.

by XorNot

2/3/2026 at 2:20:28 PM

Ok, why are so many being built in Northern Virginia, rather than in the middle of nowhere where there will be no backlash?

And permitting is challenging in part because it’s so different from place to place. Their permitting process with the FAA seems pretty streamlined.

by ericd

2/3/2026 at 7:39:10 PM

> Ok, why are so many being built in Northern Virginia, rather than in the middle of nowhere where there will be no backlash?

Right? So if that's the case why would putting them in Space, far less accessible in every conceivable way, with numerous additional expenses and engineering constraints, be cheaper?

by XorNot

2/3/2026 at 8:20:04 PM

Yeah, I don't know if it wins on cheaper, even with $2M fully reusable starship launches. Maybe rollout speed vs piecing together BD deals with a bunch of different infra providers? The expansion of the grid is going to be hamstrung until congress finally passes energy permitting reform, which they've tried and failed at repeatedly. But they could do non-interconnected microgrids in the desert like Redwood Materials has been trying.

Maybe there's a concentration in VA because there's a set of deals/procedures in place with infra providers there that make it easy to scale up, similar to how DE has well developed corporate infrastructure, so everyone incorporates there. But that stops when the area hits its limit in power provision (which seems to be happening right now). In which case, being able to do this yourself end to end by putting this stuff in space with your own power generation makes it the ultimate scale-up opportunity - no real limits on space or power availability, so once you get that method down, you can mass-scale and get great economies of scale. Maintenance isn't a thing, these will be disposable.

I think that's it, money's not the limiting factor if they can pitch this successfully, which I think they will. They want massive scale without the constraints you hit when doing it on earth. I think he's aiming for scale that we haven't seen in DCs on earth.

by ericd

2/3/2026 at 12:04:09 PM

> There's plenty of land no one will care if you build anything on

I wonder if this is actually true.

by FeepingCreature

2/3/2026 at 8:53:01 AM

The fuel costs alone would dwarf a data center build out.

by hunta2097

2/3/2026 at 8:40:58 PM

Just based on weight, looks like a Block 4 starship should be able to bring up ~150 30 panel pallets of 550W panels, about 2 MW. They're trying to get a starship launch down to $2M with full reuse. GPU DCs are frequently in the neighborhood of 500GW, so maybe 250 launches for just the power generation, or $500M? And then there's radiators, so let's say $1B for launch of power and heat dissipation. For comparison, 500MW of H100 machines retails for >$10B, and the launch cost for those shouldn't be too bad compared to the power, since they're more value dense. And then there's land and ongoing power and cooling spending for the terrestrial version, which you don't have for the space version. So actually, doesn't seem terrible economically? This is obviously very back-of-the-envelope, and predicated on the optimistic scenario for starship launch cost.

by ericd

2/3/2026 at 12:06:14 AM

No maintenance either

by gizajob

2/2/2026 at 11:27:45 PM

Right now it is.

However, the amount of available land is fixed and the demand for its use is growing. Solar isn't the only buyer in this real estate market.

by bob1029

2/2/2026 at 11:30:16 PM

We have so much excess land with no real use for it that our government actually pays farmers to grow corn on it to burn in cars.

Availability of land for solar production isn't remotely a real problem in the near term.

by JeremyNT

2/3/2026 at 1:56:21 AM

This is really underselling it tbh. Any land that's growing corn in a developed country is likely top 1% of land on earth. Half of the earth is desert and tundra. Which is still incredibly easier to work with than space because you can ship there with a pickup very cheaply. Maybe when nevada and central australia are wall-to-wall solar panels we can check back on space.

by recursivecaveat

2/2/2026 at 11:53:20 PM

The Technology Connections Youtube channel recently did a great video arguing pretty convincingly that the land used to grow corn for cars would be vastly more efficiently used from an energy perspective if we covered it with solar panels.

by rainsford

2/2/2026 at 11:32:30 PM

This.

I feel like everyone just lost their mind.

by moralestapia

2/3/2026 at 12:01:35 AM

You just have to remember, most of these people live in high density regions and have little comprehension about how much surface area humanity truly occupies... And that isn't even accounting for offshore constructs.

by doctorwho42

2/2/2026 at 11:43:30 PM

Realizing the impracticality of it (and that such approaches often collapse under the infeasibility of it) ... wouldn't it be better to... say... cover the Sahara in solar panels instead? That's gotta be cheaper than shipping them into space.

https://inhabitat.com/worlds-largest-solar-project-sahara-de...

https://www.theguardian.com/business/2009/nov/01/solar-power...

(and a retrospective from 2023 - https://www.ecomena.org/desertec/ )

by shagie

2/3/2026 at 2:16:40 AM

From an engineering perspective, with today’s costs, yes. But don’t forget the political complications of dealing with all those countries that own the Sahara, that’s going to come at it’s own cost.

by mr_toad

2/3/2026 at 4:13:00 AM

So now we get the political complications of dealing with all those countries that own ASAT weapons.

by CamperBob2

2/2/2026 at 11:38:58 PM

the demand is pretty much fake and AI isn't actually making money, just gobbling investors money

by PunchyHamster

2/2/2026 at 11:44:59 PM

Solar can always just go on the roof...

by henryfjordan

2/2/2026 at 11:44:33 PM

Does that include all the required radiators to vent heat?

by philistine

2/3/2026 at 12:23:33 AM

and of course, the continuous opposite boost needed to prevent the heat vent from knocking them out of orbit.

by chartisma

2/3/2026 at 3:15:46 AM

I think this is all ridiculous, to be clear, but re: this problem couldn't the radiators in theory be oriented so that they vent in opposite directions and cancel out any thrust that would be generated?

by virgildotcodes

2/3/2026 at 12:07:37 AM

Fortunately there are no downsides to launching solar cells into space that would offset those gains.

by sltkr

2/2/2026 at 10:54:10 PM

Solar cells have exactly the same power rating on earth as in space surely? What would change is their capacity factor and so energy generation.

by __alexs

2/2/2026 at 11:35:46 PM

Solar modules you can buy for your house usually have quoted power ratings at "max STC" or Standard Testing Conditions, which are based on insolation on Earth's surface.

https://wiki.pvmet.org/index.php?title=Standard_Test_Conditi...

So, a "400W panel" is rated to produce 400W at standard testing conditions.

I'm not sure how relevant that is to the numbers being thrown around in this thread, but thought I'd provide context.

by crabmusket

2/3/2026 at 9:34:02 AM

That's super interesting.

STC uses an irradiance of irradiance 1000W/m2, in space it seems like you get closer to 1400W/m2. That's definitely better, but also not enormously better.

Seems also like they are rated at 25C, I am certainly not a space engineer but that seems kind of temperate for space where cooling is more of a challenge.

Seems like it might balance out to more like 1.1x to 1.3x more power in space?

by __alexs

2/2/2026 at 11:17:06 PM

Satellites can adjust attitude so that the panels are always normal to the incident rays for maximum energy capture. And no weather/dust.

You also don't usually use the same exact kind of panels as terrestrial solar farms. Since you are going to space, you spend the extra money to get the highest possible efficiency in terms of W/kg. Terrestrial usually optimizes for W/$ nameplate capacity LCOE, which also includes installation and other costs.

by kortex

2/3/2026 at 12:06:24 AM

For one or a few-off expensive satellites that are intended to last 10-20 years, then yes. But in this case the satellites will be more disposable and the game plan is to launch tons of them at the lowest cost per satellite and let the sheer numbers take care of reliability concerns.

It is similar to the biological tradeoff of having a few offspring and investing heavily in their safety and growth vs having thousands off offspring and investing nothing in their safety and growth.

by tasty_freeze

2/2/2026 at 10:57:00 PM

The atmosphere is in the way, and they get pretty dirty on earth. Also it doesn't rain or get cloudy in space

by bastawhiz

2/2/2026 at 11:04:50 PM

Sure but like, just use even more solar panels? You can probably buy a lot of them for the cost of a satellite.

by __alexs

2/2/2026 at 11:17:31 PM

The cost of putting them up there is a lot more than the cost of the cells

by rcxdude

2/2/2026 at 11:36:20 PM

  >just use even more solar panels
I think it's because at this scale a significant limit becomes the global production capacity for solar cells, and SpaceX is in the business of cheaper satellites and launch.

by schiffern

2/2/2026 at 11:53:14 PM

“This scale” is not realistic in terms of demand or even capability. We may as well talk about mining Sagittarius A* for neutrons.

by skywhopper

2/3/2026 at 12:18:27 AM

You don't even need a particularly large scale, it's efficient resource utilization.

Humanity has a finite (and too small) capacity for building solar panels. AI requires lots of power already. So the question is, do you want AI to consume X (where X is a pretty big chunk of the pie), or five times X, from that total supply?

Using less PV is great, but only if the total cost ends up cheaper than installing 5X the capacity as terrestrial PV farms, along with daily smoothing batteries.

SpaceX is only skating to where they predict the cost puck will be.

by schiffern

2/3/2026 at 7:28:39 AM

You seem to be ignoring the substantial resource cost of putting them up there.

by __alexs

2/2/2026 at 11:19:05 PM

And in geostationary, the planet hardly ever gets in the way. They get full sun 99.5% of the year.

by DennisP

2/3/2026 at 8:01:07 AM

Boosting to geostationary orbit knocks a big chunk out of your payload capacity. Falcon 9 expendable will do 22 tons to LEO and about 8 tons to GTO.

by XorNot

2/3/2026 at 1:38:23 PM

That's still a smaller ratio than the ~4X gain in irradiance over LEO. But if you're doing it at scale you could use orbital tugs with ion drives or something, and use much less fuel per transfer.

It's probably not competitive at all without having fully reusable launch rockets, so the cost to LEO is a lot lower.

by DennisP

2/3/2026 at 9:48:02 PM

8 tons over 22 is a little over 1/3rd the original payload to LEO. If 4x the solar generation potential (not irradiance - the sun is not 4x brighter in space at Earth's orbital radius) is the reward, that's putting an incredible premium on a 3x multiplier on launch costs per kg (at minimum - likely higher, you're also inheriting a worse radiation environment).

But those two parameters are not equals: 3x the cost per kg is a much higher number then 4x the solar power.

by XorNot

2/3/2026 at 11:09:31 PM

My response is already contained in my comment above, in the sentences after the first.

by DennisP

2/2/2026 at 11:40:15 PM

even at 10% (say putting it on some northen pile of snow) it is still cheaper to put it on earth than launch it

by PunchyHamster

2/3/2026 at 9:54:35 AM

would you prefer big tech to piss their waste heat into your rivers, soils and atmosphere?

or would you prefer them to go to the bathroom upstairs?

at some point big tech is in a "damned if you do, damned if you don't" situation...

by DoctorOetker

2/2/2026 at 11:43:40 PM

I don't disagree

by bastawhiz

2/3/2026 at 6:47:13 PM

Here in Maine in the depths of winter (late December), 1 m^2 of ground can collect 4 kwh per day (weird units).

That's why people are trying to build solar here. Our power is expensive due partially to failing to build basically any new generation, and some land is very cheap, and the operational cost of a solar farm is minuscule.

Solar farming is basically an idle game in real life and my addiction is making me itchy.

You can overprovision, and you should with how stupidly cheap solar is.

That we aren't spending billions of Federal dollars building solar anywhere we can, as much as we can, is pathetic and stupid and a national tragedy.

We got so excited about dam building that there's no where to build useful dams anymore, and there is significant value to be gained by removing those dams, yet somehow we aren't deploying as much solar as we possibly can?

It's a national security issue. China knows this, and is building appropriately.

The southwest should be generating so much solar power that we sequester carbon from the atmosphere simply because there is nothing else left to do with the power.

by mrguyorama

2/2/2026 at 11:20:24 PM

I'm all for efficiency, but I would think a hailstorm of space junk hits a lot harder than one of ice out on the farm.

Except it doesn't melt like regular hail so when further storms come up you could end being hit by the same hail more than once :\

by fuzzfactor

2/2/2026 at 11:30:49 PM

Atmospheric derating brings insolation from about 1.367KW/m2 to about 1.0.

And then there’s that pesky night time and those annoying seasons.

It’s still not even remotely reasonable, but it’s definitely much higher in space.

by Waterluvian

2/2/2026 at 11:46:08 PM

> And then there’s that pesky night time and those annoying seasons.

The two options there are cluttering up the dawn dusk polar orbit more or going to high earth orbit so that you stay out of the shadow of the earth... and geostationary orbits are also in rather high demand.

by shagie

2/2/2026 at 11:53:29 PM

Put them super super far away and focus all the energy into one very narrow death laser that we trust the tech company to be careful with.

by Waterluvian

2/2/2026 at 10:56:04 PM

And how much of that power would be spent on high speed communications with Earth that aren't, you know, a megabit or two per second

by bastawhiz

2/2/2026 at 11:16:24 PM

I grew up on a rural farm in California with a dial-up connection that significantly hampered my ability to participate in the internet as a teenager. I got Starlink installed at my parents' house about five years ago, and it's resulted in me being able to spend considerably more time at home.

Even with their cheapest home plan, we're getting like 100 Mbps down and maybe 20 to 50 up. So it's just not true at all that you would have connections that are a megabit or two per second.

by chaos_emergent

2/2/2026 at 11:45:22 PM

That's not what I'm suggesting. The post says "deep space". If you're going to try to harvest even a tiny percentage of the sun's energy, you're not doing that in Earth's orbit. The comparison is a webcam feed from Mars.

by bastawhiz

2/2/2026 at 11:44:26 PM

That's pretty much a solved problem. We've had geostationary constellations for TV broadcast at hundreds of megabytes for decades now, and lasers for sat-to-sat comms seems to be making decent progress as well.

by crote

2/2/2026 at 11:46:24 PM

> it is possible to put 500 to 1000 TW/year of AI satellites into deep space, meaningfully ascend the Kardashev scale and harness a non-trivial percentage of the Sun’s power

Which satellites are operating from "deep space"?

by bastawhiz

2/3/2026 at 12:01:20 AM

Those are for video. AI Chat workflows use a fraction of the data.

by versavolt

2/3/2026 at 3:56:29 AM

That's silly on so many levels.

1. the latency is going to be insane.

2. AI video exists.

3. vLLMa exist and take video and images as input.

4. When a new model checkpoint needs to go up, are we supposed to wait months for it to transfer?

5. A one million token context window is ~4MB. That's a few milliseconds terrestrially. Assuming zero packet loss, that's many seconds

6. You're not using TCP for this because the round trip time is so high. So you can't cancel any jobs if a user disconnects.

7. How do you scale this? How many megabits has anyone actually ever successfully sent per second over the distances in question? We literally don't know how to get a data center worth of throughput to something not in our orbit, let alone more than double digit megabits per second.

by bastawhiz

2/3/2026 at 4:36:43 AM

Grok doesn’t have video as far as I know. I don’t think it’s so absurd. I don’t know how you scale this. But it seems pretty straightforward.

by versavolt

2/3/2026 at 12:31:53 AM

and, of course and inter-satellite comms and earth base station links to get the data up and down. Starlink is one thing at just above LEO a few hundred km and 20km apart, but spreading these around 10s of thousands of km and thosands of km apart is another thing

by chartisma

2/3/2026 at 1:03:21 AM

The intractable problem is heat dissipation. There is to little matter in space to absorb excess heat. You'd need thermal fins bigger than the solar cells. The satellite's mass would be dominated by the solar panels and heat fins such that maybe 1% of the mass would be usable compute. It would be 1000x easier to leave them on the moon and dissipate into the ground and 100000x easier to just keep making them on earth.

by tootie

2/3/2026 at 10:01:58 AM

> The intractable problem is heat dissipation.

3 times the area of the heat dissipating surface compared to solar panel surface brings the satellite temp down to 27 deg C (300 K):

https://news.ycombinator.com/item?id=46862869

> There is to little matter in space to absorb excess heat.

If that were true the Earth would have overheated, molten and turned to plasma long ago. Earth cools by.... radiative cooling. Dark space is 4 K, thats -267.15 deg C or -452.47 deg Fahrenheit. Stefan-Boltzmann law can cool your satellite just fine.

> You'd need thermal fins bigger than the solar cells.

Correct, my pessimistic calculation results in a factor of 3,...

but also Incorrect, there wouldn't be "fins" thats only useful for heat conduction and convection.

by DoctorOetker

2/2/2026 at 11:36:27 PM

> We currently make around 1 TW of photovoltaic cells per year, globally.

China made 1.8 TW of solar cells in 2025.

The raw materials required to make these are incredibly abundant, we make as much as we need.

by fooker

2/2/2026 at 11:53:59 PM

you realize the factor of 2 you introduce doesn't meaningfully change the order of magnitude that the previous poster is implying right?

by momoschili

2/3/2026 at 12:08:46 AM

You missed the point.

We can make ten or hundred times the number of solar cells we make right now, we just don't have a reason to. The technology is fairly ancient unless you want to compete on efficiency, and the raw materials abundant.

by fooker

2/3/2026 at 12:35:06 AM

  >We can make ten or hundred times the number of solar cells we make right now
Tomorrow?

The limit isn't just about the current capacity or the maximum theoretical capacity, it's also about the maximum speed you can ramp.

by schiffern

2/3/2026 at 12:46:27 AM

>Tomorrow?

Eventually :)

Markets are forward looking, and not really bound to 'tomorrow'.

by fooker

2/3/2026 at 6:59:25 PM

Oh sure we can do anything if we just handwave all requirements, all needs for reality, all actual thought

by mrguyorama

2/3/2026 at 12:50:26 AM

Do we really need to say (on HN especially) that time-to-market does matter?

Not just for startups either. If you ramp up the Polio vaccine in 1 year vs 10 years, that has a big impact on human wellbeing. The two scenarios are not equivalent outcomes, even though it still happens "eventually."

Speed matters.

by schiffern

2/3/2026 at 1:36:25 AM

Sure, speed matters.

Developing new technology happens to matter more.

I'm sure investors are going to do their own analysis on this and reach their own conclusions, you should try betting against it.

by fooker

2/3/2026 at 5:07:59 AM

Surely the constraint will be the rate at which you can get them into and installed orbit, not the manufacturing rate

by dfex

2/3/2026 at 4:31:25 AM

you would need 200 times the number of solar cells. I don't think you appreciate the scale that 200x is, especially when China is already:

1. quite good at making solar cells

2. quite motivated to increase their energy production via solar

by momoschili

2/3/2026 at 5:03:19 AM

The bottleneck is deploying solar physically, not making the cells.

We have increased the manufacturing of pretty much every piece of technology you see in front you by 200x at some point in history. Often in a matter of years.

by fooker

2/3/2026 at 6:35:26 AM

I agree that part of the bottleneck is deploying solar physically. China is the best in the world in deploying solar panels. They are only managing linear increases in their solar capacity, year over year.

by momoschili

2/3/2026 at 3:13:47 AM

This is all based on bad math. The people proposing these things don't even have proper scientific and mathematical training to determine what is achievable.

by coliveira

2/3/2026 at 7:22:50 PM

They never did any math at all. They knew their supporters would burn thousands of hours and bend over backwards doing dishonest math for them and provide cover for what is a looting operation.

by mrguyorama

2/3/2026 at 4:33:24 AM

You're not considering some important multipliers. In space you're already getting a substantial immediate boost due to greater solar irradiance - no atmosphere or anything getting in the way of those juicy photons. You can also get 24 hour coverage in space. And finally they mention "deep space" - it's unclear what that means but solar irradiance increases on an inverse square law - get half way to the sun and you're getting another 4x boost in power. I'm sure there's other factors I'm not considering as well - space and solar just go quite well together.

by somenameforme

2/3/2026 at 7:23:30 AM

Whilst I agree that this glosses over a huge number of technical obstacles, space based solar power could scale more easily than that on earth. Lack of variable weather and gravity means rather than using photovoltaic cells, you can just set up paper thin huge mirrors to focus light and generate steam.

Caveat: my understanding of this largely comes from the book The High Frontier, which is really old and probably inaccurate. I can't think of a reason why this particular point would be wrong though.

by dtj1123

2/3/2026 at 4:52:04 PM

This idea is physically possible. So is a Dyson sphere. I’m surprised Elon didn’t suggest that too.

by danny_codes

2/3/2026 at 7:18:06 PM

>space based solar power could scale more easily than that on earth.

Actually provide an argument instead of just asserting this.

On earth, deployment of a built solar panel is screwing it into a dirt cheap frame on the ground.

To deploy a solar panel in space, you must attach it to a satellite that no one involved has even pretended to claim is designed, so you need a factory for those on the same order of magnitude as your panels, you need enough boost capacity, so a factory for rockets, and a much larger fuel industry, and then you need all the immense engineering required to do any of that at all, and then you need to spin up the industries to supply this brand new industry, and then you need to manage all those satellites in space, and then you still don't get any actual power because it's all in space so you haven't scaled SHIT

It's all absolute horseshit. No, none of this is planned. He's just going to cash in on the IPO.

by mrguyorama

2/3/2026 at 5:17:28 AM

Earth does have plenty of sand and iron. Literally all you have to do is grow the sand into a crystal, slice it up, etch some patterns onto it, then add some metal.

Making only 1TW of pv cells per year is a skill issue.

by aeternum

2/3/2026 at 7:45:31 AM

Sure, and copper, and aluminium

by Faaak

2/3/2026 at 7:41:17 AM

I wonder what the plan is to recycle those. Without a plan to safely bring back all this hardware and recycling it, we'll deplete earth from it's mineral. The matter used to build things on earth stays within earth's ecosystem.

Moving matter out continusously at industrial scale with no plan to bring 100% of it back in the ecosystem other than burning it seems quite unsustainable and irresponsable.

by boudin

2/3/2026 at 1:31:02 PM

He just says shit that sounds smart and then rides the vibes to financial success, but it's not working anymore.

10 years ago when Tesla actually revolutionized the retail EV industry everyone took his word for it. Then after a few failed prognostications the nerds started to doubt his credibility, a few more years of this and the tech press started to see through it, and now he's reduced to only the MAGA-faithful falling for his Phony Stark act. The ground is coming up fast.

by ryandvm

2/3/2026 at 12:44:52 AM

Is there a credible way to cool a space-based data center on that scale?

by papercrane

2/3/2026 at 1:21:36 PM

There's not even a credible way to transfer meaningful amounts of data to and from a deep-space based data center.

What good is compute if you can't interface with it? This is where we are now: https://en.wikipedia.org/wiki/Deep_Space_Optical_Communicati...

SpaceX may be leading in short-range (few hundred km) space-to-space data transfer but there is a long way to go for terabit/s deep-space links.

by KeplerBoy

2/3/2026 at 1:50:12 PM

Has anyone done the math on how much liquid methane and oxygen this would take to launch on Starship? Seems like an impossibility alone without digging into the numbers.

by NewLogic

2/2/2026 at 11:24:05 PM

See Dyson Sphere: https://en.wikipedia.org/wiki/Dyson_sphere

by jupp0r

2/3/2026 at 12:08:10 AM

Dyson's paper was literally written in jest.

by chr15m

2/3/2026 at 12:22:20 AM

What do you mean?

by Banditoz

2/3/2026 at 1:44:52 AM

>In an interview with Robert Wright in 2003, Dyson referred to his paper on the search for Dyson spheres as "a little joke" and commented that "you get to be famous only for the things you don't think are serious" [...]

To be fair, he later added this:

>in a later interview with students from The University of Edinburgh in 2018, he referred to the premise of the Dyson sphere as being "correct and uncontroversial".[13] In other interviews, while lamenting the naming of the object, Dyson commented that "the idea was a good one", and referred to his contribution to a paper on disassembling planets as a means of constructing one.

Sources are in: https://en.wikipedia.org/wiki/Dyson_sphere

by Rzor

2/3/2026 at 4:56:17 AM

Thanks for pointing out those follow ups. Interesting stuff!

> correct and uncontraversial

From the original quote it is clear he was referring to the idea of aliens being detectable by infrared because they will absorb all of their sun's energy. Later in the same paragraph he says:

> Unfortunately I went on to speculate about possible ways of building a shell, for example by using the mass of Jupiter... > These remarks about building a shell were only order-of-magnitude estimates, but were misunderstood by journalists and science-fiction writers as describing real objects. The essential idea of an advanced civilization emitting infrared radiation was already published by Olaf Stapledon in his science fiction novel Star Maker in 1937.

So the Dyson Sphere is a rhetorical vehicle to make an order-of-magnitude estimate, not a description of a thing that he thought could physically exist.

Full quote from the video cited before "the idea was a good one":

> science fiction writers got hold of this phrase and imagined it then to be a spherical rigid object. And the aliens would be living on some kind of artificial shell. a rigid structure surrounding a star. which wasn't exactly what I had in mind, but then in any case, that's become then a favorite object of science fiction writers. They call it the Dyson sphere, which was a name I don't altogether approve of, but anyway, I mean that's I'm stuck with it. But the idea was a good one.

Again he explicitly says this "wasn't exactly what I had in mind." This one hedges a bit more and could be interpreted as his saying the idea of a Dyson Sphere is a good one. He may have meant that in the sense of it being a good science fiction idea though, and he subsequently goes on to talk about that.

The Dyson Sphere is good for order-of-magnitude calculations about hypothetical aliens, and also for selling vapourware to the types of people who uncritically think that vapourware is real.

by chr15m

2/3/2026 at 12:56:05 AM

Have you read the paper itself, not just summaries of the idea? It's obvious from the way he wrote it, dripping in sarcasm. Talking about "Malthusian principles" and "Lebensraum", while hand waving away any common sense questions about how the mass of Jupiter would even be smeared into a sphere around the sun, just saying that he can conceive of it and therefore we should spend public money looking for it. He's having a lark.

Also, he literally said it was a joke, and was miffed that he was best know for something he didn't take seriously.

by mikkupikku

2/3/2026 at 7:27:00 PM

It is a single page shit post.

He thought SETI listening to space radio waves was dumb, so made essentially a satirical paper saying we should look for heat instead, because "an advanced civilization would be using these Shells to capture all star energy, so we could only see the heat"

The "dyson sphere" was a made up and entirely unfounded claim, without justification.

He was throwing shade.

by mrguyorama

2/2/2026 at 11:31:39 PM

Yeah, that's the point ... it's stupid to believe humanity is capable of deploying that much infrastructure. We cannot do even 0.01% of it.

by moralestapia

2/2/2026 at 11:48:45 PM

What do you think the limiting factor is? I don't see why we can't scale manufacturing of satellites up as far as we want. If we mine out a substantial fraction of the mass of the earth, we can go harvest asteroids or something.

by tlb

2/3/2026 at 12:02:24 AM

>> Dyson Sphere

> What do you think the limiting factor is?

You need to be able to harness enough raw material and energy to build something that can surround the sun. That does not exist in the solar system and we do not yet have the means to travel further out to collect, move, and construct such an incredibly huge structure. It seems like a fantasy.

by andsoitis

2/3/2026 at 12:22:30 AM

The inner planets contain enough mass to create a shell of 1 AU radius with mass of 42 kg/m^2. That sounds like a plausible thickness and density for a sandwich of photovoltaics - GPUs - heat sinks.

You don't build a rigid shell of course, you build a swarm of free-floating satellites in a range of orbits.

See https://www.aleph.se/Nada/dysonFAQ.html#ENOUGH for numbers.

by tlb

2/3/2026 at 1:20:55 AM

I am dying to know where you’ll get the energy and manufacturing scale in order to achieve this with current, or current+50-years technology.

Do tell.

by FridgeSeal

2/3/2026 at 1:34:44 AM

The energy to build the system comes from the partial assembled system, plus some initial bootstrap energy. It grows exponentially. We seem to have enough today to build small factories in orbit.

The manufacturing scale comes from designing factory factories. They aren't that far in the future. Most factory machinery is made in factories which could be entirely automated, so you just need some robots to install machines into factories.

by tlb

2/3/2026 at 3:58:25 AM

I was told ca. 2003 or so that because features on computer chips were getting smaller at some rate, and processor speed was getting faster at some other rate, that given exponential this or that I'd have tiny artificial haemo-goblins[1] bombing around my circulatory system that would make me swim like a fish under the sea for hours on end. But it turned out to be utter bullshit. Just like this.

[1] https://www.writingsbyraykurzweil.com/respirocytes

by jcgrillo

2/3/2026 at 1:05:16 AM

Great. Now run the numbers to find the energy required to disassemble the planets and accelerating the pieces to their desired locations. For reference, it takes over 10 times of propellant and oxidant mass to put something in LEO.

by fluoridation

2/3/2026 at 1:37:37 AM

The burned propellant and oxygen mass (as H2O and CO2) almost all ends up back in the atmosphere when you launch to LEO, so you can keep running electrolysis (powered by solar) to convert it back to fuel.

by tlb

2/3/2026 at 1:45:08 AM

Sure, but if we're talking about solar engineering, that mass is going to be dispersed in orbit around the sun. You're not going to be reaccumulating that any time soon.

by fluoridation

2/3/2026 at 1:36:09 AM

Also it's gravitationally unstable, like Dyson Rings, where as soon as you have any perturbance from the center means that the closer side is more attracted to the sun so it enters a feedback loop.

by rtkwe

2/2/2026 at 11:58:19 PM

There are only so many people who can make satellites; there are only so many things to make satellites out of; and there are only so many orbits to put them in. There are only so many reasons why a person might want a satellite. There are only so many ways of placing satellites in orbit and each requires some amount of energy, and we have access to a finite amount of energy over time.

Finally, if we limited ourselves to earth-based raw materials, we would eventually reach a point where the remaining mass of the earth would have less gravitational effect on the satellite fleet than the fleet itself, which would have deleterious effects on the satellite fleet.

Seven reasons are intuitive; I’m sure there are many others.

by singleshot_

2/3/2026 at 12:27:45 AM

People can build a factory that makes satellites. And then a factory that makes factories to make satellites.

There is plenty of material in the solar system (see my other response), and plenty of orbits, and launch capability can scale with energy harvested so the launch rate can grow exponentially.

Lots of people will probably decide they don't want any more satellites. But it only takes a few highly determined people to get it done anyway.

by tlb

2/3/2026 at 1:45:43 AM

>Just imbest[1] and it will grow exponentially.

That's how that argument sounds like, particularly when you hear it from someone who is as broke as it can be.

It's easy to type those ideas in a comment, or a novel, or a scientific paper ... bring them to reality, oh surprise! that's the hard part.

1: The dumb version to invest

by moralestapia

2/3/2026 at 12:59:59 AM

> Finally, if we limited ourselves to earth-based raw materials, we would eventually reach a point where the remaining mass of the earth would have less gravitational effect on the satellite fleet than the fleet itself, which would have deleterious effects on the satellite fleet.

The Earth's crust has an average thickness of about 15-20 km. Practically we can only get at maybe the top 1-2 km, as drill bits start to fail the deeper you go.

The Earth's radius is 6,371 km.

So even if we could somehow dug up entire crust we can get to and flung it into orbit, that would barely be noticeable to anything in orbit.

by SJC_Hacker

2/3/2026 at 1:39:48 AM

Once you dig up the top kilometer of a planet's crust, what's under your feet? The next kilometer!

That would suck to do to Earth, but we can launch all of Mars's mass into the swarm.

by tlb

2/3/2026 at 2:19:34 PM

> What do you think the limiting factor is? I don't see why we can't scale manufacturing of satellites up as far as we want.

A reason. I'm sure that theoretically it's possible, assuming infinite money and an interest to do so. But literally, why would we? There's no practical ways to get the power back on earth, it's cheaper to build a solar field, etc.

And I don't believe datacenters in space are viable, cost wise. Not until we can no longer fit them on earth, AND demand is still increasing.

by Cthulhu_

2/3/2026 at 12:00:12 AM

After a few decades, you need to start replacing all the solar panels.

And the robot army being used to do the construction and resource extraction will likely have a much shorter lifespan. So needs to be self-replicating/repairing/recycling.

by bluescrn

2/2/2026 at 11:50:45 PM

The physical amount of material in the solar system is a pretty big limiting factor.

by skywhopper

2/3/2026 at 12:03:51 AM

Yeah, but besides not having the physical amount of material available in the solar system, or the availability of any technology to transfer power generated to a destination where it can serve a meaningful purpose in the foreseeable future, or having the political climate or capital necessary for even initiating such an effort, or not being able to do so without severely kneecapping the habitability of our planet, there are aren't really any meaningful barriers that I can see.

by willturman

2/3/2026 at 12:22:08 AM

Are you suggesting that beggars would ride, if only wishes were horses!?

by ShroudedNight

2/3/2026 at 12:24:22 AM

In 2026? Grift.

by sollewitt

2/2/2026 at 11:40:42 PM

But the factory ~~can~~must grow.

by entropie

2/3/2026 at 3:29:54 AM

We will have cyber taxis and FSD 100% next year.

by moomoo11

2/3/2026 at 3:18:00 AM

Doesn't this risk some unforeseen effects on Earth or the rest of the solar system at that scale? Disruption of magnetic shield, some not yet known law of physics suddenly getting felt etc.?

by storus

2/3/2026 at 3:20:12 AM

It's not really going to happen so we don't have to worry about that.

by breakyerself

2/2/2026 at 10:38:10 PM

Pfft that would just require setting up an entire lunar mineral extraction and refining system larger than we have on earth, just minor details.

by padjo

2/3/2026 at 7:52:41 AM

Not to mention… how do you repair it when components fail, especially sensitive electronics against cosmic radiation

by wasmainiac

2/3/2026 at 12:09:55 AM

Help me understand something. We make 1 TW of cells per year but we're struggling with bringing 1 GW consuming data centers online?

by gradus_ad

2/3/2026 at 12:17:01 AM

Nameplate capacity needs a derate for availability, so you can drop it down to about 200GW(e) equivalent continuous power assuming we're making and deploying enough batteries to support it. More, obviously, if those panels are going to an equatorial desert, less if they're going to sunny Svalbard in the winter time.

by jaggederest

2/3/2026 at 4:30:42 PM

It has some Highlander 2 vibes...

by Foobar8568

2/3/2026 at 8:05:55 AM

What concerns me are the implications if the Dark Forest Theory is correct.

by Den_VR

2/3/2026 at 8:41:11 AM

Of course, we are stripping the earth bare to build word-guessers GPUs in orbit, but aliens are definitely the problem.

by cafebabbe

2/3/2026 at 12:35:25 PM

Considering we’re not actually “stripping the earth bare” and that’s fear mongering hysteria… I’d be interested to know the facts if true.

by Den_VR

2/3/2026 at 3:51:07 PM

Ok. And number will go up.

by chanux

2/3/2026 at 8:09:39 AM

You also have all that heat to dissipate....

by krkdndnkenen

2/3/2026 at 4:28:06 AM

Photovoltaic production has been doubling every year. That's not a huge amount of doubling!

by reissbaker

2/3/2026 at 1:02:33 PM

Sounds badass

by jalapenos

2/3/2026 at 8:30:06 AM

Yeah

I don't know where this delusion of "Servers in space" came from, I think of it as the new NFTs

But I bet those pushing for it are very interested in feeding the grift

by raverbashing

2/2/2026 at 11:25:55 PM

[flagged]

by dgxyz

2/2/2026 at 11:32:31 PM

> And not delivering products

2024 revenue of >$100b is quite impressive for not delivering any products

by thethimble

2/2/2026 at 11:45:19 PM

You know what they mean. Full self-driving was promised what, 10 years ago? Tesla Roadster? Sub-25K car? etc etc etc

by zemvpferreira

2/2/2026 at 11:36:10 PM

I should say delivering promised products.

Anyway they just canned the S and X lines so that's done as well...

by dgxyz

2/2/2026 at 11:46:44 PM

What kind of nonsense is that. SpaceX 2024 revenue barely broke $10B, if that. Launch was probably ~$4B and Starlink probably ~$5B. I'll give them the benefit of the doubt and double those just for shits and giggles and that's still less than $20B and you're claiming >$100B? Horse shit. Nonsense.

by asadotzler

2/3/2026 at 1:40:37 AM

Tesla

by iknowstuff

2/3/2026 at 1:22:42 AM

At best, he should be a persona non grata across just about every aspect of society.

Even if you discount all the Nazi crap, he's directly responsible for deaths of 600,000+ people, mostly kids, for his illegal destruction of USAID.

What a tremendous failure it is that this guy is still allowed such a prominent place in society.

by SmirkingRevenge

2/2/2026 at 11:32:53 PM

:eye roll:

This schtick is so, so tiresome.

by delabay

2/2/2026 at 11:37:55 PM

What is tiring is people defending it. Everyone goes down with this ship...

by dgxyz

2/2/2026 at 11:40:58 PM

A former NASA engineer with a PhD in space electronics who later worked at Google for 10 years wrote an article about why datacenters in space are very technically challenging:

https://taranis.ie/datacenters-in-space-are-a-terrible-horri...

I don't have any specialized knowledge of the physics but I saw an article suggesting the real reason for the push to build them in space is to hedge against political pushback preventing construction on Earth.

I can't find the original article but here is one about datacenter pushback:

https://www.bloomberg.com/opinion/articles/2025-08-20/ai-and...

But even if political pushback on Earth is the real reason, it still seems datacenters in space are extremely technically challenging/impossible to build.

by n_u

2/3/2026 at 7:54:14 AM

The real reason is, Elon has SpaceX and xAI. He can create an illusion of synergy and orders of magnitude advancements to boost the market cap and pocket all the money. He realized long time ago you don't need to deliver to play the market cap game, in fact it's better if you are selling a story far in the future rather than a something you can deliver now.

by bgnn

2/3/2026 at 9:06:13 AM

both can be true, he can excel at 'narrative' and also deliver me my Tesla and my starlink, it's not either or

by dubeye

2/3/2026 at 10:19:31 AM

Ok, he delivered your Tesla and your Starlink, but so far he has hasn't delivered your Robotaxi, your Optimus, your lunar lander, your space datacenter etc. And the list keeps getting longer instead of shorter...

by rob74

2/3/2026 at 10:32:39 AM

You don't have to win them all.

by dubeye

2/3/2026 at 11:26:05 AM

He does (or at least a good proportion) if you want to use as precedent for delivering on these promises, though. Especially for the larger more extreme statements and not just buying himself into an existing business.

by kimixa

2/3/2026 at 11:30:26 AM

Why does he?

that's an arbitrary standard set by you.

His investors are quite happy with his success rate. He is constantly building new stuff. And as a consumer who has had great experience with every product I've bought, so am I

by dubeye

2/3/2026 at 11:47:20 AM

No one buys into Elon's firms because he's expecting dividends.

His investors are not investing because of his success rate in delivering on his promises. His investors are investing exclusively because they believe that stock they buy now will be worth more tomorrow. They all know that's most likely not because Elon delivers anything concrete (because he only does that in what, 20% of cases?), but because Elon rides the hype train harder tomorrow. But they don't care if it's hype or substance, as long as numbers go up.

Elon's investors are happy with his success rate only in terms of continuously generating hype. Which, I have to admit, he's been able to keep up longer now than I ever thought possible.

by Slartie

2/3/2026 at 12:45:44 PM

Perhaps my marketing background is clouding my view, but have exceptional hyping skills seems quite useful when attracting investment.

And fact is Musk is building a lot of stuff of real substance. The hype to substance ratio isn't quite as important as some choose to beleive

by dubeye

2/3/2026 at 2:21:07 PM

Theranos were also hyping a lot and trying to build some stuff. There is some threshold (to be decided where) after which something is more of a fraud than a hype.

Also these days stock market doesn't have much relation to real state of economy - it's in many ways a casino.

by pzo

2/3/2026 at 3:06:00 PM

Not sure who determines the threshold, he certainly goes to court more than your average person, but these are not start ups, they are large companies under a lot of scrutiny. I don't think the comparison is valid

by dubeye

2/3/2026 at 2:35:19 PM

> The hype to substance ratio isn't quite as important as some choose to beleive

Musk's ratio is such that his utterances are completely free from actionable information. If he says something, it may or may not happen and even if it does happen the time frame (and cost) is unlikely to be correct.

I don't get why anyone would invest their money on this basis.

by AlexandrB

2/3/2026 at 3:15:31 PM

it's more to do with his track record at creating returns for investors?

by dubeye

2/3/2026 at 4:54:37 PM

But the returns are based on more hype rather than delivering. It's recursive.

by yibg

2/3/2026 at 6:07:03 PM

Some combination of the two, for sure. doesn't mean that Musk can't keep doing it. however you describe it or define it, it's a proven strategy at this point. I'm not sure Larry knew how Musk would make him good on Twitter, but he knew enough about Musk to be confident it would happen.

by dubeye

2/3/2026 at 1:49:54 PM

> but have exceptional hyping skills seems quite useful when attracting investment.

Elizabeth Holmes (Theranos) and a lot of ex-crypto-bros (fraudsters) would agree.

"Exceptional hyping skills" is (today) possibly a more derogatory term than you're expecting.

> And fact is Musk is building a lot of stuff of real substance.

I think the point others are making is this is a more accurate description of Musk ~10 years ago. In the past 5 years its been what, the cybertruck?

by greggoB

2/3/2026 at 2:10:54 PM

It's a derogatory comment among certain types of technical employee, I would agree. Not so much amongst those in leadership or softer roles.

I wouldn't put cybertruck in the win column personally

by dubeye

2/3/2026 at 5:47:55 PM

It's increasingly something the general populace is not a fan of, at least that's been my experience.

so if the cybertruck is not a win, what in the last 5 years is?

by greggoB

2/3/2026 at 2:38:32 PM

I think this is why he gets away with it. A "win" is a product delivered years late for 3x the promised MSRP with 1/10th the expected sales. With wins like these, what would count as a loss?

by AlexandrB

2/3/2026 at 3:05:23 PM

He gets away with it for one reason only, and because he consistently delivers good returns on capital.

Most of Tesla's revenue derives from Model Y and FSD subs. I agree that Cybertruck was a marketing ploy. Don't think it was ever intended to be materially revenue generating.

by dubeye

2/3/2026 at 5:50:22 PM

> He gets away with it for one reason only, and because he consistently delivers good returns on capital.

Didn't Tesla just have a terrible 2025, with European sales plunging due to the stigma of owning a swasticar?

by greggoB

2/3/2026 at 7:32:52 PM

Revenue has flatlined, but investors' confidence comes from Musk's track record for delivering good returns to investors. I think we can agree Musk succeeded in 2020 to 2025 in this regard. Whether you are confident he can do it again over next five years is the key question.

by dubeye

2/3/2026 at 10:36:14 PM

I'm personally more persuaded by the argument that Tesla is a meme-stock at this point - like much of crypto, it runs on "vibes", not solid fundamentals.

But even if share price is the metric for success, 33.6% over 5 years is like 6% compounded annually, which is okay I guess? [0]

[0] https://www.investopedia.com/magnificent-seven-stocks-840226...

by greggoB

2/3/2026 at 5:12:31 PM

Cynics are often right

Optimists are often rich

by the_sleaze_

2/3/2026 at 3:15:24 PM

>Robotaxi, your Optimus, your lunar lander, your space datacenter etc. And the list keeps getting longer instead of shorter...

Lets go through this one by one

[1]Robotaxi. Someone just drove coast to coast USA fully on autopilot. I drive my tesla every day, and i literally NEVER disengage autopilot. It gets me to work and back home without fail, to the grocery store, to literally anywhere i need. Whats not full self driving about that? I got in two crashes before i got my Tesla cause i was a dumb teen, but i'm sure my Tesla is a much better driver than my younger sister. Politically it's not FSD, but in reality, it has been for a while.

[2] Optimus has gone through three revisions and has hand technology that is 5+ years ahead of the competition. Even if they launched it as a consumer product now, i'm sure a million people would buy it just as a cool toy/ gadget. AKA a successfull product.

[3] Lunar Lander Starship, a fully reusable, 2 stage rocket that has gone through 25 revisions and is 95% flight proven and has even deployed dummy starlinks. 10+ years ahead of everyone except maybe stoke.

[4]Space Datacenter Have you ever used starlink? They have all the pieces they need... Elon build a giant datacenter in 6 monmths when it takes 3-4 years usually. He has more compute than anybody and Grok is the most intelligent AI by all the metrics outside googles. Combine that with Starship, which can launch 10X the capacity for 10% of the cost, and what reason do you have to doubt him here?

Granted... it always takes him longer than he says, but he always eventually comes through.

by burnerRhodov2

2/3/2026 at 5:03:08 PM

Eventually comes through? Have you forgotten Hyperloop, new roadster, instant battery swaps, tunnels to replace all traffic, your car appreciating in value, your car being used as a robotaxi during downtime to make you money, semi convoys, etc etc?

by SurRea1

2/3/2026 at 4:20:01 PM

> [1]Robotaxi. Someone just drove coast to coast USA fully on autopilot.

Where's the source for this?

by youarentrightjr

2/3/2026 at 4:06:46 PM

Your note on Optimus does a lot of heavy lifting. He hasn’t sold one yet.

by msie

2/3/2026 at 8:07:00 AM

exactly. This smells like a way to boost the SpaceX IPO to meme-stock premiums

by andruby

2/3/2026 at 11:56:07 AM

I mean, personally I'd probably have invested in SpaceX but it's a hard no with xAI attached.

I'm probably an outlier though.

by disgruntledphd2

2/3/2026 at 3:38:04 PM

That seems to be exactly what the goal is.

by UltraSane

2/3/2026 at 10:48:50 AM

What'd be the point of inflating market caps like this when it's obvious they'll crash the moment the owner tries to liquidate any of it before the promises are kept?

by dartharva

2/3/2026 at 11:34:45 AM

I think you can get loans in the stock. That’s how “most people” live(and die)

by thefounder

2/3/2026 at 3:40:34 PM

Rich people use stock as collateral for loans.

by UltraSane

2/3/2026 at 8:53:19 AM

I don't understand the claim. SpaceX is literally delivering? And I don't think there is any delusion about that being optional.

by jstummbillig

2/3/2026 at 11:45:28 AM

[flagged]

by theshrike79

2/3/2026 at 2:28:22 PM

Yeah yeah, the person you dislike is stupid and the success of his multiple companies is just luck and everybody else does the work.

by blockmarker

2/3/2026 at 3:39:37 PM

The product Elon has been most directly involved in is the Cybertruck which is a complete disaster. When talking about Elon you have to specify pre drug addict Elon and ketamine fried brain Elon. The latter makes very bad decisions.

by UltraSane

2/3/2026 at 9:56:19 AM

The wild claim is that they will deliver data centres in space

by adammarples

2/3/2026 at 9:03:03 AM

[flagged]

by davidguetta

2/3/2026 at 10:06:14 AM

Yeah, delivering using Falcon 9.

The Starship stack? Not so much. It's plagued, and will continue to be plagued, by endless problems. BO will beat them with NG.

by mortarion

2/3/2026 at 12:30:11 PM

[flagged]

by davidguetta

2/2/2026 at 11:43:14 PM

We don’t even have a habitable structure in space when the ISS falls, there is no world in which space datacenters are a thing in the next 10, I’d argue even 30 years. People really need to ground themselves in reality.

Edit: okay Tiangong - but that is not a data center.

by taurath

2/2/2026 at 11:44:56 PM

Who is “we”? https://en.wikipedia.org/wiki/Tiangong_space_station

by nickff

2/3/2026 at 12:04:41 AM

Good point. Still a long, long way from data centers.

by taurath

2/3/2026 at 3:25:41 PM

We have 15,000 satellites in orbit that are almost literally the exact same premise currently being proposed - a computer with solar panels attached. We've being doing exactly this for decades.

by whamlastxmas

2/3/2026 at 12:10:16 AM

I don't think any of the companies that say they are working on space data centers intend them to be habitable.

by tzs

2/3/2026 at 12:54:57 AM

> We don’t even have a habitable structure in space

Silicon is way more forgiving than biology. This isn’t an argument for this proposal. But there is no technical connection between humans in space and data centers other than launch-cost synergies.

by JumpCrisscross

2/3/2026 at 1:19:46 AM

Okay, but a human being represents what, 200 W of power? The ISS has a crew of 3, so that's less than a beefy single user AI workstation at full tilt. If the question is whether it's practical to put 1-2 kW worth of computing power in orbit, the answer is obviously yes, but somehow I don't think that's what's meant by "datacenter in space".

by fluoridation

2/3/2026 at 12:18:16 AM

I don't know, 10 years seems reasonable for development. There's not that much new technology that needs to be developed. Cooling and communications would just require minor changes to existing designs. Other systems may be able to be lifted wholesale with minimal integration. I think if there were obstacles to building data centers on the ground then we might see them in orbit within the next ten years.

I don't see those obstacles appearing though.

by IX-103

2/3/2026 at 1:48:14 AM

The same things you are saying about data centers in space was said by similar people 10-15 years ago when Elon musk said SpaceX would have a man on Mars in 10-15 years.

We have had the tech to do it since the 90's, we just needed to invest into it.

Same thing with Elon Musks hyperloop, aka the atmospheric train (or vactrain) which has been an idea since 1799! And how far has Elon Musks boring company come to building even a test loop?

Yeah, in theory you could build a data center in space. But unless you have a background in the limitations of space engineering/design brings, you don't truly understand what you are saying. A single AI data center server rack takes up the same energy load of 0.3 to 1 international space station. So by saying Elon musk can reasonable achieve this, is wild to anyone who has done any engineering work with space based tech. Every solar panel generates heat, the racks generate heat, the data communication system generates, heat... Every kW of power generated and every kW of power consumes needs a radiator. And it's not like water cooling, you are trying to radiate heat off into a vacuum. That is a technical challenge and size, the amount of tons to orbit needed to do this... Let alone outside of low earth... Its a moonshot project for sure. And like I said above, Elon musk hasnt really followed through with any of his moonshots.

by doctorwho42

2/3/2026 at 2:29:55 AM

> A single AI data center server rack takes up the same energy load of 0.3 to 1 international space station.

The ISS is powered by eight Solar Array Wings. Each wing weighs about 1,050kg. The station also has two radiator wings with three radiator orbital replacement units weighing about 1,100kg each. That's about 15,000 kg total so if the ISS can power three racks, that's 5,000kg of payload per rack not including the rack or any other support structure, shielding, heat distribution like heat pipes, and so on.

Assuming a Falcon Heavy with 60,000 kg payload, that's 12 racks launched for about $100 million. That's basically tripling or quadrupling (at least) the cost of each rack, assuming that's the only extra cost and there's zero maintenance.

by throwup238

2/3/2026 at 8:29:49 AM

Falcon Heavy does not cost 100M when launching 60 metric tons.

At 60 metric tons, you're expending all cores and only getting to LEO. These probably shouldn't be in LEO because they don't need to be and you probably don't want to be expending cores for these launches if you care about cost.

The real problem typically isn't weight, it's volume. Can you fit all of that in that fairing? It's onli 13m long by 5m diameter...

by hvb2

2/3/2026 at 6:40:23 PM

Good point on the fairing volume. All of the solar array wings were launched from the shuttle.

I was being charitable on the back of the napkin math.

by throwup238

2/3/2026 at 2:11:09 PM

> Assuming a Falcon Heavy with 60,000 kg payload

Casually six times more than it has ever lifted.

by jpfromlondon

2/3/2026 at 6:28:19 AM

His time estimates are notoriously, um, aggressive. But I think that's part of how his companies are able to accomplish so much. And they do, even if you're upset they haven't put a human on Mars fast enough or built one of his side quests.

"We specialize in making the impossible merely late"

by rlt

2/3/2026 at 2:21:47 PM

I note that their accomplishments tend to be in the past, prior to his Twitter addiction absorbing his attention. Tesla is a solid decade late on FSD, cutting models, and losing market share rapidly thanks to his influencer stunts. SpaceX has a solid government launch business, which is great, but they’ve been struggling with what’s been the next big thing for a while and none of that talk about Mars has made meaningful progress. Boring Company, Neurolink, etc. show no signs of profit anytime soon no matter how cool they sound.

Being ambitious is good to an extent but you need to be able to deliver to keep a company healthy. Right now, if you’re a sharp engineer you are looking at Tesla’s competition if you want to work on a project which doesn’t get cancelled (like it’s cars) and the stock price being hyped to the moon means that options aren’t going to be as competitive.

by acdha

2/3/2026 at 6:19:51 PM

I agree he leans into the hype aggressively, and spends too much time on Twitter, but they are making progress regardless.

Starlink is growing rapidly.

Starship has been making steady progress.

Neuralink is helping ~12 real people with spinal cord injuries/ALs.

Optimus seems to be making progress.

Tesla is beginning to roll out robotaxis without safety drivers.

by rlt

2/3/2026 at 8:06:54 AM

> Cooling and communications would just require minor changes to existing designs.

"Minor" cooling changes, for a radically different operating environment that does not even have a temperature, is a perfect insulator for conduction and convection, and will actively heat things up via incoming radiation? "Minor" ? Citation very much lacking.

by SideburnsOfDoom

2/3/2026 at 10:12:53 AM

Take the area of solar panels, multiply by 3, thats the area of black body thermal radiation surface. The sattelite will chillax to 27 deg C (300 K):

https://news.ycombinator.com/item?id=46862869

by DoctorOetker

2/3/2026 at 12:27:12 PM

And is that "Minor" ? Is that actually practical on a reasonable budget? Aren't there better uses for the solar panels etc?

by SideburnsOfDoom

2/3/2026 at 12:36:35 PM

if you focus on shedding heat and make it sound like an impossibility, don't be surprised when people describe what it would take.

by DoctorOetker

2/3/2026 at 12:49:37 PM

So that's a "no, no and yes".

by SideburnsOfDoom

2/3/2026 at 1:11:13 PM

I don't know what you call minor or major.

I know what physics tells us.

by DoctorOetker

2/3/2026 at 6:22:06 AM

We also don't have fully reusable launch vehicles, yet. But we will shortly. That will decrease the cost of launch by at least an order of magnitude.

Still there will be a lot of engineering problems to solve.

2-3 years seems very short, but 10 years seems long to me.

by rlt

2/2/2026 at 11:52:31 PM

Ok then short SpaceX stock when it IPOs.

by TheBlight

2/3/2026 at 6:39:50 AM

“Markets can remain irrational longer than you can remain solvent.” - John Maynard Keynes

by int0x29

2/3/2026 at 12:07:09 AM

What does stock price have to do with anything?

That someone could put a data center in space for the price of 100 years of eliminating world hunger doesn’t mean shit.

by taurath

2/3/2026 at 12:29:12 AM

People always make this claim about world hunger elimination with no sources. Keep in mind we make more than enough calories to feed everyone on the planet many times over, it's a problem of distribution, of getting the food to the right areas and continuing cultivation for self sufficiency.

by satvikpendem

2/3/2026 at 12:55:54 AM

That’s right, it’s an allocation of resources problem, and some people seem to control almost all the resources.

by taurath

2/3/2026 at 1:23:19 AM

Even the most magnanimous allocators cannot defeat the realities of boots on the ground in terms of distribution. It is a very difficult problem that cannot be solved top down, the only solution we've seen is growth of economic activity via capitalistic means, lifting millions, billions out of poverty as Asia has done in the last century for example.

by satvikpendem

2/3/2026 at 10:06:23 AM

You can pay for a lot of people when you have a billion dollars. When you have a trillion, you can move countries.

When someone lives in opulence while the rest of the world burns, the rest of the world doesn’t sit idly.

by taurath

2/3/2026 at 2:51:26 PM

When you have a billion dollars you can't even give each person in China a dollar.

by djtango

2/3/2026 at 7:37:18 AM

I argue that if you have literal hundreds of billions of hard cash to burn for stupid things like AI datacenters, you could afford to make the lives of millions of starving people not suck instead, pretty easily so. But to do that, you'd have to try, and that would mean actually doing something good for humanity. Can't have that as a billionaire.

by lpcvoid

2/3/2026 at 8:03:20 AM

Ok but what if I shoot a car into space and buy my own social media company. Surely thats a better use of billions!

by westpfelia

2/3/2026 at 3:25:57 PM

Who has hundreds of billions of hard cash for data centers? All of the AI spending has been in IOUs between Nvidia, OpenAI, Coreweave, etc. And even if you did have hard cash, how will you spend those billions? No one actually seems to have a sound plan, like I said. They just claim it can be done.

by satvikpendem

2/3/2026 at 10:50:55 AM

> SPIEGEL: Mr. Shikwati, the G8 summit at Gleneagles is about to beef up the development aid for Africa…

> [Kenyan Economist] Shikwati: … for God’s sake, please just stop.

> SPIEGEL: Stop? The industrialized nations of the West want to eliminate hunger and poverty.

> Shikwati: Such intentions have been damaging our continent for the past 40 years. If the industrial nations really want to help the Africans, they should finally terminate this awful aid. The countries that have collected the most development aid are also the ones that are in the worst shape. Despite the billions that have poured in to Africa, the continent remains poor.

https://www.aei.org/carpe-diem/kenyan-economics-expert-devel...

by cbeach

2/4/2026 at 12:04:05 AM

It’s somewhat ironic that the way it has been framed here is as lacking in nuanced understanding as the style of aid which Shikwati argued against in the full interview. Unsurprising we should get a snippet cropped by a right wing libertarian think-tank in such a way that it boils down to simply “hurr aid bad”.

by rounce

2/3/2026 at 2:56:04 AM

Why would you short the stock?

by techblueberry

2/3/2026 at 12:43:22 AM

As if company performance actually affected stock price when it comes to anything Elon Musk touches.

For fuck's sake, TSLA has a P/E of a whopping *392*. There is zero justification for how overvalued that stock is. In a sane world, I should be able to short it and 10x my money, but people are buying into Musk's hype on FSD, Robotaxi, and whatever the hell robot they're making. Even if you expected them to be successes, they'd need to 20x the company's entire revenue to justify the current market cap.

by Sohcahtoa82

2/3/2026 at 4:22:23 AM

If you're hellbent on arguing with a cult, it will be much cheaper to go down to your local Church of Scientology and try to convince them that their e-meter doesn't work.

by CamperBob2

2/3/2026 at 8:37:15 AM

[flagged]

by cbeach

2/3/2026 at 3:25:48 AM

It's much easier to find a country or jurisdiction that doesn't care about a bunch of data centers vs launching them into space.

I don't get why we aren't building mixed use buildings, maybe the first floor can be retail and restaurants, the next two floors can be data centers, and then above that apartments.

by 999900000999

2/3/2026 at 10:43:15 AM

I think data centers, in the areas where they are most relevant (cold climates), are going to face an uphill battle in the near future.

Where I live, Norway, we've seen that:

1) The data centers don't generate the numbers of jobs they promise. Sure, during building phase, they do generate a lot of business, but during operations and maintenance phase, not so much. Typically these companies will promise hundreds of long-term jobs, while in reality that number is only a fraction.

2) They are extremely power hungry, to the point where households can expect to see their utility bill go up a non-trivial amount. That's for a single data center. In the colder climate areas where data centers are being promoted, power infrastructure might not be able to handle the centers (something seen in northern Norway, for example) at a larger scale, due to decades of stagnation.

3) The environmental effects have come more under scrutiny. And, unfortunately for the companies owning data centers, pretty much all cold-climate western countries have stringent environmental laws.

by TrackerFF

2/3/2026 at 4:23:26 AM

In Switzerland infomaniak built a data center under apartments and DC heat is used for heating. There are some videos about it.

by kuon

2/3/2026 at 4:29:38 AM

Americans have trouble understanding something like that. We believe anything short of a 3bdrm house with a lawn and backyard is communism.

I'd love to live in a dense city. My office within waking distance. A Cafe in my apartment building, etc.

by 999900000999

2/3/2026 at 8:12:30 AM

The US has district heating systems. The country is very big and varied, as much as people like to paint it as homogenous.

by extraduder_ire

2/3/2026 at 11:38:48 AM

And district cooling.

When I lived on a chilling grid, my summer AC bill was around $80, while friends whose buildings weren't connected paid $200+.

by reaperducer

2/3/2026 at 7:50:56 AM

> I'd love to live in a dense city. My office within waking distance. A Cafe in my apartment building, etc.

Then move to one?

by petesergeant

2/3/2026 at 4:59:00 PM

> I don't get why we aren't building mixed use buildings, maybe the first floor can be retail and restaurants, the next two floors can be data centers, and then above that apartments.

I mean a DC needs a lot of infrastructure and space. I think the real estate economics in places where people want to live, shop, and eat preclude the kinds of land usage common in DC design. Keep in mind that most DCs are actually like 4 or 5 datahalls tethered together with massive fiber optic networks.

Also people prefer to build parking in those levels that you're proposing to put DCs into.

by tech_ken

2/3/2026 at 4:06:55 AM

Probably for the same reasons they aren't doing mixed use prison and restaurant buildings.

by SecretDreams

2/3/2026 at 4:14:12 AM

What you don't want to live near the newest poisonous abomination that the whiz kids dreamt up? Do you want China to take over America or something?

by shimman

2/3/2026 at 6:37:36 AM

Data centers don't do anything other than sit there and turn electricity into heat. They only emit nothing but heat (which could be useful to others in the building).

by zaptrem

2/3/2026 at 7:15:54 AM

In America they have "temporary" jet turbines parked next to them burning gas inefficiently with limited oversight on pollution and noise because they are "temporary".

by ZeroGravitas

2/3/2026 at 1:20:06 PM

Heat and noise. The noise and the increased electrical bills are the main things people living near data centers complain about.

by NoGravitas

2/3/2026 at 4:20:09 AM

Mixed-use buildings with restaurants on the lower floors and residential on the upper floors are very common. Not sure what prisons have to do with anything.

by CamperBob2

2/3/2026 at 8:12:48 PM

The cost per square foot goes up as you add more floors. Construction goes multi-story to save space where land is expensive. But data centers don't need to be in places where land is expensive.

by wat10000

2/3/2026 at 2:14:23 AM

It's not just "very challenging", it's "very challenging and also solves no actual problem we face".

by bandrami

2/3/2026 at 3:11:00 AM

> A former NASA engineer with a PhD in space electronics who later worked at Google for 10 years wrote an article about why datacenters in space are very technically challenging

It's curious that we live in a world in which I think the majority of people somehow think this ISN'T complicated.

Like, have we long since reached the point where technology is suitably advanced to average people that it seems like magic, where people can almost literally propose companies that just "conjure magic" and the average person thinks that's reasonable?

by onlyrealcuzzo

2/3/2026 at 3:28:44 AM

you can’t tell me the microwave isn’t magic. it’s magic.

by jitl

2/3/2026 at 2:51:19 PM

I think it counts as necromancy. After all it brings frozen hamsters back to life.

by zvqcMMV6Zcr

2/3/2026 at 4:28:12 AM

I can put things in a box that uses spooky electromagnetic waves to tickle water molecules to the point that they get hot and maybe boil off, given the chance? Sounds like magic to me

by jasondrowley

2/3/2026 at 5:58:52 AM

It's just the thought process that comes with shallow understanding:

    "I can buy a server"
    "We can put things in space"
    "What do you mean I can't get a server in space?!"

by solid_fuel

2/3/2026 at 3:49:58 PM

I was skeptical at first for much the same reason the author of that first article is; there are a lot of obstacles. But the more I think about it the less daunting those obstacles seem.

The author uses the power capacity of the ISS's solar panels as a point of comparison, but SpaceX has already successfully deployed many times that capacity in Starlink satellites[1] without even needing to use Starship, and obviously the heat dissipation problem for those satellites has already been solved so there's little point in hand-wringing about that.

The author also worries about ground communication bandwidth, claiming it is "difficult to get much more than about 1Gbps reliably", which seems completely ignorant of the fact that Starlink already has a capacity much greater than that.

The only unsolved technical challenge I see in that article is radiation tolerance. It's unclear how big of a problem that will actually be in practice. But SpaceX probably has more experience with that than anyone other than perhaps NASA so if they think it can be done I don't see much reason to doubt them.

Ultimately I think this is doable from a technical perspective, it's just a question of whether it will be economical. Traditional wisdom would say no even just due to launch costs, but if SpaceX can get Starship working reliably that could alter the equation a lot. We'll see. This could turn out to be a boondoggle, or it could be the next Starlink. The prospect of 24/7 solar power with no need for battery storage or ground infrastructure does seem tempting.

[1]: https://www.reddit.com/r/spacex/comments/zzwpue/with_starlin...

by Ajedi32

2/3/2026 at 4:54:13 PM

> The author uses the power capacity of the ISS's solar panels as a point of comparison, but SpaceX has already successfully deployed many times that capacity in Starlink satellites[1] without even needing to use Starship,

Your link here isn't really a fair comparison, and also you're still short a factor of 10x. Starlink has deployed 50x the ISS's solar cap across its entire fleet (admittedly 3 years ago); the author's calcs are 500x the ISS for one datacenter.

> and obviously the heat dissipation problem for those satellites has already been solved so there's little point in hand-wringing about that.

This reasoning doesn't make any sense to me, the heat dissipation issues seem very much unresolved. A single Starlink satellite is using power in the order of watts, a datacenter is hitting like O(1/10) of gigawatts. The heat dissipation problem is literally orders of magnitude more difficult for each DC than for their current fleet. This is like saying that your gaming PC will never overheat because NetGear already solved heat dissipation in their routers.

> The author also worries about ground communication bandwidth, claiming it is "difficult to get much more than about 1Gbps reliably", which seems completely ignorant of the fact that Starlink already has a capacity much greater than that.

Don't their current satellites have like 100Gbps capacity max? Do you have any idea how many 100Gbps routers go into connecting a single datacenter to the WAN? Or to each other (since intrahall model training is table stakes these days). They have at most like O(1)Pbps across their entire fleet (based on O(10K) satellites deployed and assuming they have no failover protection). They would need to entirely abandon their consumer base and use their entire fleet to support up/down + interconnections for just 2 or 3 datacenters. They would basically need to redeploy a sizeable chunk of their entire fleet every time they launched a DC.

by tech_ken

2/3/2026 at 5:13:06 PM

> Starlink has deployed 50x the ISS's solar cap across its entire fleet (admittedly 3 years ago); the author's calcs are 500x the ISS for one datacenter.

So 3 years ago they managed to get to 10% of the power budget of one data center by accident, using satellites not explicitly designed for that purpose, using a partially reusable launch platform with 1/10th the payload capacity of Starship. My point is they've already demonstrated they can do this at the scale that's needed.

> A single Starlink satellite is using power in the order of watts

Then why does each satellite have a 6 kW solar array? Re-read that post I linked; the analysis is pretty thorough.

> Don't their current satellites have like 100Gbps capacity max?

Gen 3 is reportedly up to 1 Tbps ground link capacity, for one satellite.[1] There will be thousands.

> Do you have any idea how many 100Gbps routers go into connecting a single datacenter to the WAN? Or to each other (since intrahall model training is table stakes these days).

Intra-satellite connections use the laser links and would not consume any ground link capacity.

You're also ignoring that this is explicitly being pitched as a solution for compute-heavy workloads (AI training and inference) not bandwidth-heavy workloads.

[1]: https://starlink.com/updates/network-update

by Ajedi32

2/3/2026 at 5:36:36 PM

> So 3 years ago they managed to get to 10% of the power budget of one data center by accident, using satellites not explicitly designed for that purpose, using a partially reusable launch platform with 1/10th the payload capacity of Starship. My point is they've already demonstrated they can do this at scale.

How was it by accident? You make it sound like it was easy rather than a total revolution of the space industry? To achieve 1/10th of what they would need for a single DC (and most industry leaders have 5 or 6)? Demonstrating they could generate power at DC scale would be actually standing up a gigawatt of orbital power generation, IMO. And again, this is across thousands of units. They either have to build this capacity all in for a single DC, or somehow consolidate the power from thousands of satellites.

> Then why does each satellite have a 6 kW solar array? Re-read that post I linked; the analysis is pretty thorough.

You're right, my bad. So they're only short like 6 orders of magnitude instead of 9? Still seems massively disingenuous to conclude that they've solved the heat transfer issue.

> Gen 3 is reportedly up to 1 Tbps ground link capacity, for one satellite.[1] There will be thousands.

Okay I'll concede this one, they could probably get the data up and down. What's the latency like?

by tech_ken

2/3/2026 at 5:53:23 PM

> How was it by accident?

I say by accident because high power capacity wasn't a design goal of Starlink, merely a side effect of deploying a communications network.

> My bad. So they're only short like 6 orders of magnitude instead of 9?

No, they're 1 order of magnitude off. (22 MW total capacity of the constellation vs your bar of 100 MW for a single DC.) Again, 3 years ago, using an inferior launch platform, without that even being a design goal.

> What's the latency like?

Starlink latency is quite good, about 30ms round trip for real-world customers on the ground connecting through the constellation to another site on the ground. Sun synchronous orbit would add another ms or two for speed of light delay.

AFAIK nobody outside SpaceX has metrics on intra-satilite latency using the laser links but I have no reason to think it would be materially worse than a direct fiber connection provided the satellites aren't spread out too far. (Starlink sats are very spread out, but you obviously wouldn't do that for a data center.)

by Ajedi32

2/3/2026 at 6:05:57 PM

> No, they're 1 order of magnitude off. (22 MW total capacity of the constellation vs your bar of 100 MW for a single DC.)

Why on earth would you compare their entire fleet to one project? Power generation trivially parallelizes only if you can transmit power between generation sites. Unless they've figure out how to beam power between satellites the appropriate comparison is 6Kw to 100Mw. And again, the generation is the easy side; the heat dissipation absolutely does not parallelize so that also needs to go by 3-5 orders of mag.

And also: radiation. Terrestrial GPUs are going to be substantially more power and heat efficient than space-based ones (as outlined in TFA). All this for what benefits? An additional 1.4x boost in solar power availability? There's simply no way the unit economics of this work out. Satellite communications have fundamental advantages over terrestrial networks if you can get the launch economics right. Orbital DCs have only the solar availability thing; everything else is cheaper and easier on land.

by tech_ken

2/3/2026 at 6:11:12 PM

Why wouldn't you compare to the entire fleet? You think they're going to deploy an entire data center in one sat? That'd be as dumb as trying to deploy an entire data center in one rack back on Earth. Of course if you frame the problem that way it seems impossible.

I already gave my thoughts on radiation and economics in my original comment. I agree those could be significant challenges, but ones SpaceX has a plausible path to solving. Starship in particular will be key on the economic side; I find it very unlikely they'll be able to make the math work with just Falcon 9. Even with Starship it might not work out.

And it's not just a 1.4x boost in solar power availability. You also eliminate the need for batteries to maintain power during the night or cloudy days (or cloudy weeks), and the need for ground infrastructure (land, permitting, buildings, fire suppression systems, parking lots, physical security, utility hook-up, etc).

by Ajedi32

2/3/2026 at 2:33:06 AM

It's not like launching stuff into space doesn't have pushback, either. See: starlink satellites.

by sejje

2/3/2026 at 7:35:20 AM

Nice article, the first one. I hope they try it, burn many billions of cash, and then fail. I also hope they don't spread radioactive material across the whole atmosphere when failing, though.

by lpcvoid

2/2/2026 at 11:46:17 PM

"Technically challenging", a nice way to say "impossible"

by edhelas

2/3/2026 at 12:11:43 AM

Just like rockets landing themselves

by boxedemp

2/3/2026 at 12:30:32 AM

No, rockets landing themselves is just controlling the mechanism you use to have them take off, and builds on trust vectoring technology from 1970s jet fighters based on sound physics.

Figuring out how to radiate a lot of waste heat into a vacuum is fighting physics. Ordinarily we use a void on earth as a very effective _insulator_ to keep our hot drinks hot.

by sollewitt

2/3/2026 at 5:55:19 AM

This is a classic case of listing all the problems but none of the benefits. If you had horses and someone told you they had a Tesla, you'd be complaining that a Tesla requires you to dig minerals where a horse can just be born!

by Sparyjerry

2/3/2026 at 12:55:12 AM

> Figuring out how to radiate a lot of waste heat into a vacuum is fighting physics.

Radiators should work pretty well, and large solar panels can do double duty as radiators.

Also, curiously, newer GPUs are developed to require significantly less cooling than previous generations. Perhaps not so coincidentally?

by fooker

2/3/2026 at 1:30:30 AM

Well there lies the rub, solar panels already need their own thermal radiators when used in space ...

by doctorwho42

2/3/2026 at 1:37:55 AM

Great, so you seem to agree the technology exists for this and it is a matter of deploying more of it?

by fooker

2/3/2026 at 4:06:16 AM

It's a matter of deploying it for cheaper or with fewer downsides than what can be done on earth. Launching things to space is expensive even with reusable rockets, and a single server blade would need a lot of accompanying tech to power it, cool it, and connect to other satellites and earth.

Right now only upsides an expensive satellite acting as a server node would be physical security and avoiding various local environmental laws and effects

by Numerlor

2/3/2026 at 5:42:18 AM

> Right now only upsides ...

You are missing some pretty important upsides.

Lower latency is a major one. And not having to buy land and water to power/cool it. Both are fairly limited as far as resources go, and gets exponentially expensive with competition.

The major downside is, of course, cost. In my opinion, this has never really stopped humans from building and scaling up things until the economies of scale work out.

> connect to other satellites and earth

If only there was a large number of satellites in low earth orbit and a company with expertise building these ;)

by fooker

2/3/2026 at 6:50:08 AM

> And not having to buy land and water to power/cool it.

It's interesting that you bring that up as a benfit. If waterless cooling (i.e. closed cooling system) works in space, wouldn't it work even better on Earth?

by flowerthoughts

2/3/2026 at 6:36:12 AM

I mostly agree with you, but I don't understand the latency argument. Latency to where?

These satellites will be in a sun-synchronous orbit, so only close to any given location on Earth for a fraction of the day.

by rlt

2/3/2026 at 3:47:08 AM

You need to understand more of basic physics and thermodynamics. Fighting thermodynamics is a losing race by every measure of what we understand of the physical world.

by Daishiman

2/3/2026 at 3:58:41 AM

> Fighting thermodynamics is a losing race

The great thing about your argument is that it can be used in any circumstance!

Cooling car batteries, nope can't possibly work! Thermodynamics!

Refrigerator, are you crazy? You're fighting thermodynamics!

Heat pump! Haah thermodynamics got you.

by fooker

2/3/2026 at 9:23:39 PM

I guess you _really_ don't understand how thermodynamics works. Call me back when you think you can get better efficiency than a Carnot engine.

by Daishiman

2/3/2026 at 7:11:17 AM

Actually all of those things agree with the same laws that dictate why data centers can't work in space.

Your examples prove our case. You just must not understand how they work

by queenkjuul

2/3/2026 at 3:03:01 AM

1kW TDP chips need LESS cooling?

by kristjansson

2/3/2026 at 3:49:13 AM

Yes, Rubin reportedly can deal with running significantly hotter.

That makes radiating a much more practical approach to cooling it.

by fooker

2/3/2026 at 6:28:25 AM

I see what you’re saying - higher design temp radiates better despite more energy overall to dissipate.

by kristjansson

2/3/2026 at 7:33:42 AM

> I see what you’re saying - higher design temp radiates better despite more energy overall to dissipate.

Yes, running hotter will cause more energy to be radiated.

but

These parts are not at all designed to radiate heat - just look at the surface area of the package with respect to the amount of power they consume.

by youarentrightjr

2/3/2026 at 3:40:25 PM

I think OP was saying hotter part -> hotter radiator attached to the part, not that the part itself will radiate significantly.

by kristjansson

2/3/2026 at 11:15:33 PM

> I think OP was saying hotter part -> hotter radiator attached to the part, not that the part itself will radiate significantly.

Hmm, surely the radiator can run at arbitrary temperatures w.r.t. the objects being cooled? I'm assuming heat pump etc is already part of the design.

by youarentrightjr

2/3/2026 at 6:31:18 AM

Figuring out how to radiate a lot of waste heat into a vacuum is just building very large radiators.

by rlt

2/3/2026 at 9:37:03 AM

From what I understand, very, very large radiators every few racks. Almost as much solar panels every few racks. Radiation shielding to avoid transient errors or damage to the hardware. Then some form of propulsion for orbital corrections, I suppose. Then hauling all of this stuff to space (on a high orbit, otherwise they'd be in shade at night), where no maintenance whatsoever is possible. Then watching your hardware progressively fail and/or become obsolete every few years and having to rebuild everything from scratch again.

by throw310822

2/3/2026 at 12:46:39 AM

His point is that everyone said landing and reusing rockets was impossible and made fun of Elon and SpaceX for years for attempting it.

by fourseventy

2/3/2026 at 7:13:10 AM

The difference is that it was mostly clueless people like Thunderf00t who said it was impossible, who nobody took seriously. I don’t remember that basically all relevant experts claimed it was near impossible with current technology. That’s the situation now.

There’s also fairly clear distinction with how insane Elons plan has become since the first plans he laid for Tesla and SpaceX and the plans he has now. He has clearly become a megalomaniac.

Funnily enough, some of the things people said about Tesla is coming true, because Elon simply got bored of making cars. It’s now plausible that Tesla may die as a car company which I would not have imagined a few years ago. They’re arguably not even winning the self driving and robotics race.

by audunw

2/3/2026 at 7:33:04 AM

> landing and reusing rockets

Currently SpaceX have managed to land the booster only, not the rocket itself, if you are thinking about Starship. And reusability of said rocket is also missing (collecting blown up pieces from the bottom of the ocean doesn't count!).

by haspok

2/3/2026 at 1:34:19 AM

No, people made fun of Elon for years because he kept attempting it unsafely, skirting regulations and rules, and failing repeatedly in very public ways.

The idea itself was proven by NASA with the DC-X but the project was canceled due to funding. Now instead of having NASA run it we SpaceX pay more than we'd ever have paid NASA for the same thing.

DC-X test flight: https://www.youtube.com/watch?v=gE7XJ5HYQW4

It's awesome that Falcon 9 exists and it is great technology but this guy really isn't the one anyone should want in charge of it.

by myko

2/3/2026 at 3:34:52 AM

>Now instead of having NASA run it we SpaceX pay more than we'd ever have paid NASA for the same thing.

This doesn’t pass the smell test given that the cost of launch with spacex is lower than it ever was under ULA.

NASA has never been about cheap launches, just novel technology. Look at the costs of Saturn and SLS to see what happens when they do launch.

by kortilla

2/3/2026 at 5:55:53 PM

SpaceX is heavily subsidized and has extremely lucrative contracts with the US government. Not to mention they get to rely on the public research NASA produces.

by myko

2/3/2026 at 1:29:37 AM

He also said he could save the us a trillion dollars per year with DOGE, and basically just caused a lot data exfiltration and killed hundreds of thousands of people, without saving any money at all

by SmirkingRevenge

2/3/2026 at 2:36:48 AM

Elon Musk killed hundreds of thousands of people?

by sejje

2/3/2026 at 2:49:03 AM

Yes. Mostly kids, because of the DOGE ransacking of USAID

https://healthpolicy-watch.news/the-human-cost-one-year-afte...

by SmirkingRevenge

2/3/2026 at 2:54:18 PM

Not to be crass, but as much as I dislike Musk US taxpayers are not responsible for the lives of children half a world away. Why is the US the only country held to this standard? No one ever complains that Turkey is killing thousands of children by not funding healthcare initiatives in Africa.

by AlexandrB

2/3/2026 at 5:14:38 PM

Not crass, it's a fair point.

It is our money and we're not obligated to give it away if we think it's needed for something else. I'd note though, that in terms of the budget, USAID was like change in the couch cushions and nothing else in the world was even close in terms of lives saved per dollar. Why the man tasked with saving the government trillions of dollars went there at all was nonsensical to begin with.

Nevertheless, it is fully within our rights to pull back aid if we (collectively) decide it's best thing to do. But the only legal way to do that is through the democratic process. Elected can legislators take up the issue, have their debates, and vote.

If congress had canceled these programs through the democratic process, there almost certainly would've been a gradual draw down. Notice and time would be given for other organizations to step in and provide continuity where they could.

And since our aid programs had been so reliable and trusted, in many cases they became a logistics backbone for all sorts of other aid programs and charities. Shutting it all down so abruptly caused widespread disruption far beyond own aid programs. Food rotting in warehouses as people starved. Medications sitting in warehouses while people who needed them urgently died. The absolute waste of life and resources caused by the sudden disruption of the aid is a true atrocity.

Neither Elon or Trump had legal authority to unilaterally destroy those programs outside of the democratic process the way they did, so they are most directly morally responsible for the resulting death.

To add insult-to-injury, Elon was all over twitter justifying all of it with utterly deranged, insane conspiracy theories. He was either lying cynically or is so far gone mentally that he believed them. I'm not sure which is worse.

by SmirkingRevenge

2/3/2026 at 2:58:06 AM

He said impossible, this was done recently, by spacex themselves.

by techblueberry

2/3/2026 at 3:33:36 AM

Yeah but he’s an expert his opinion can be dismissed bro this is 2026

by moomoo11

2/3/2026 at 2:07:19 AM

> It(Solar) works, but it isn't somehow magically better than installing solar panels on the ground

Umm, if this is the point, I don't know whether to take rest of author's arguments seriously. Solar only works certain time of the day and certain period of year on land.

Also there is so limited calculations for the numbers in the article, while the article throws of numbers left and right.

by YetAnotherNick

2/3/2026 at 4:02:45 AM

> Solar only works certain time of the day and certain period of year on land

The same goes for LEO!

by jhanschoo

2/3/2026 at 6:37:24 AM

Most space datacenter plan plans to use sun-synchronous orbit.

by YetAnotherNick

2/3/2026 at 1:36:57 AM

No one is interested in excuses on why it can't be done. Were in interested in the plan on how they plan to do it.

The guy is saying satellite communication is restricted to 1Gbps ffs. SpaceX is way past that.

by jaimex2

2/2/2026 at 10:07:23 PM

SpaceX is too big to fail. It's important for national security.

I wonder if Elon wants to tangle all his businesses into SpaceX so they are all kept afloat by SpaceX's importance.

by Buttons840

2/2/2026 at 10:18:52 PM

Elon can't legally financially entangle Tesla to SpaceX due to Tesla being a public company, so his hands are tied.

Tesla is clearly benefiting from protectionism and its sales would collapse if BYD were allowed to openly sell in the US. Most people just want affordable, maintainable and reliable cars.

by protastus

2/2/2026 at 11:26:15 PM

> Elon can't legally financially entangle Tesla to SpaceX due to Tesla being a public company, so his hands are tied.

He absolutely could do it, just like he did when Tesla bought SolarCity. It just isn’t as easy when one of the companies is public than when both are private.

by cortesoft

2/2/2026 at 11:49:23 PM

Tesla to invest $2B in Elon Musk’s xAI https://techcrunch.com/2026/01/28/tesla-invested-2b-in-elon-...

by iceboundrock

2/3/2026 at 6:45:51 AM

We're witnessing a bailout and downloading of costs, at scale. Whether or not one buys into whatever the vision of these companies are - it's clear, there's interdealing.

Tesla theoretically now owns a chunk of xAI... whose valuation will no doubt increase due to the internalized SpaceX acquisition. Append to this a future IPO, as discussed in the artice, presumably an eventual premium of 20-50% (reasonable, 14% purely for the ibankers when this will happen)... yields to an interesting bailout situation.

To me, the real question is why. The $2B from Tesla can't possibly move the needle for any party involved in this transaction. If this were to be work 50x as opposed to a potential 50% upside (hell, make it 2x for argument's sake) it still doesn't compute. So what's the actual reason.

by cik

2/3/2026 at 6:54:58 AM

I don't know, but it could be long term vs short term capital injection.

by flowerthoughts

2/3/2026 at 7:22:29 AM

> Tesla is clearly benefiting from protectionism and its sales would collapse if BYD were allowed to openly sell in the US

So would most of EU car makers in Europe. China is not playing by the same rules and everyone with car manufacturing domestically is slamming them with tariffs.

by rafaelmn

2/3/2026 at 7:37:01 AM

How isn't China playing by the same rules? Every country subsidises and supports industry it thinks is important, surely nothing would stop Germany from investing into Volkswagen and BMW or the US from investing into Ford the same way China invests into BYD?

by mort96

2/3/2026 at 7:48:28 PM

Environmental regulations around rare earth minerals needed for the batteries. China loosens them thus making it cheaper to mine which starves out all global competition that actually has tighter regulations which protect the environment.

Then of course there is cost of living and salary; both of which are lower in China compared to where most legacy auto manufacturers are.

So China can pay their employees less and pollute the environment more in order to create an affordable, very high quality vehicle.

I can understand a small amount of tariffs to help "even the playing field" but not the 100% tariff or whatever was proposed against BYD

by slipnslider

2/3/2026 at 10:40:49 AM

By that logic tariffs are state subsidies - so what are we even talking about here ?

by rafaelmn

2/3/2026 at 1:31:47 PM

Hm, how are tariffs state subsidies? They're a tax on some products to give other products a competitive edge, but that feels different from a subsidy?

And what does that have to do with China playing by different rules than the west?

by mort96

2/3/2026 at 5:51:54 PM

If not for the tariffs, the domestic company would have to charge lower prices to make sales. Thus tariffs provide domestic companies with additional revenue from domestic consumers.

by clhodapp

2/3/2026 at 10:34:02 PM

Tariffs and subsidies both help companies succeed, but they're not the same thing. For one, tariffs can only really help your country's companies be competitive within your country. Subsidies can help your companies be competitive globally.

by mort96

2/3/2026 at 5:24:27 PM

> How isn't China playing by the same rules?

one opinion is that tariffs on China was response of breaking rules by China (heavy subsidies on domestic EV and similar).

by riku_iki

2/4/2026 at 12:12:43 AM

What rules? Is the US not subsidising its own industry?

by mort96

2/4/2026 at 12:33:20 AM

The question is to what extent. Both US/EU and WTO have anti-dumping rules.

by riku_iki

2/2/2026 at 10:48:32 PM

I’m old enough to remember when this was said about Solar City

by moeadham

2/2/2026 at 11:38:40 PM

[flagged]

by amarant

2/2/2026 at 11:24:04 PM

He's broken pretty much all the other financial rules.... for example, the amount of blatant self-dealing he gets away with is staggering.

As long as the consequences of his actions continue to increase the paper value for investors, regulations don't really have teeth because there aren't damages. So the snowball gets bigger and the process repeats.

by clhodapp

2/2/2026 at 10:39:58 PM

> Elon can't legally financially entangle Tesla to SpaceX

Bill Ackman has proposed taking SpaceX public by merging it with his Pershing Square SPARC Holdings, distributing 0.5 Special Purpose Acquisition Rights (SPARs) to Tesla shareholders for each share held. Each SPAR would be exercisable for two shares of SpaceX, aimed at enabling a 100% common stock capitalization without traditional underwriting fees or dilutive warrants.

With SpaceX IPO set to be one of the biggest of all time, this could have a pretty gnarly financial engineering impact on both companies -- especially if the short interest (direct or through derivatives) remains large.

by beambot

2/2/2026 at 10:50:44 PM

Why would SpaceX go public? They already have a robust enough private market to give liquidity to all of their employees and shareholders who want it. They can get more private investment.

Going public would add a lot of hassle for little to no gain (and probably a negative of having to reveal their finances).

by jedberg

2/2/2026 at 11:09:34 PM

It has been widely reported for weeks that SpaceX is planning to go public in a few months. The reason is they have big plans to run a vast network of AI servers in orbit and will need to raise a massive amount of funding. xAI merger fits with that plan. I'd assume SpaceX still plans to go public.

Was ignored on HN but here's an article explaining:

https://arstechnica.com/space/2025/12/after-years-of-resisti...

by spikels

2/3/2026 at 12:24:31 AM

> a vast network of AI servers in orbit

That story makes no technical sense. There's no benefit to doing this. Nobody should believe it any more than boots on Mars by 2030.

by kevin_thibedeau

2/3/2026 at 2:08:25 AM

Or any more than "full self driving" by 2017.

by colinbartlett

2/3/2026 at 4:17:46 PM

sure it does, Bezo's space company and Google are both planning the same

Here's Sundar talking about doing it by 2027: https://www.businessinsider.com/google-project-suncatcher-su...

by ru552

2/4/2026 at 1:58:21 AM

It's all BS. There is no viable way to put industrial levels of compute into a space based platform that can work within the severe thermal, power, mass/volume, radiation, reliability, and economic demands. It is just stupid smoke blowing to separate idiot investors from their money. J-school grads don't have a clue what they're parroting about.

by kevin_thibedeau

2/2/2026 at 11:30:32 PM

it wasn't ignored on HN, there were many articles correctly noting that building data centers in space is a stupid stupid idea because cooling things there is infeasible

by airza

2/3/2026 at 12:23:50 AM

Google, Blue Origin and at least 5 other smaller companies have announced plans to build data centers in space. My understanding is the cooling issue is not the show stopper you assume.

by spikels

2/3/2026 at 1:17:13 AM

yup, bezos said "we will be able to beat the cost of terrestrial data centers in space in the next couple of decades". presumably this means they'll need huge ass radiators, so its all about bringing down launch costs since they'll need to increase mass.

by bhadass

2/3/2026 at 6:59:58 PM

[dead]

by gulfofamerica

2/3/2026 at 1:28:59 AM

Was doing some back of the envelope math with chatGPT so take it with a grain of salt, but it sounds like in ideal conditions a radiator of 1m square could dissipate 300w. If this is the case, then it seems like you could approach a viable solution if putting stuff in space was free. What i can't figure out is how the cost of launch makes sense and what the benefit over building it on the ground could be

by woah

2/3/2026 at 2:25:57 AM

What temperature were you assuming?

Because the amount of energy radiated varies with the temperature to the fourth power (P=εσT^4).

Assuming very good emissivity (ε=0.95) and ~75C (~350K) operating temperature I get 808 W/m2.

by spikels

2/3/2026 at 7:17:52 PM

I was adding some generous padding and rounding up. I assume they'd try to get it to operate as hot as possible

by woah

2/3/2026 at 6:35:15 AM

They would most likely launch with TPUs designed for space and target lower temperatures, closer to 60C.

by fouc

2/2/2026 at 11:24:16 PM

lol WHAT?

AI datacenters are bottlenecked by power, bandwidth, cooling, and maintenance. Ok sure maybe the Sun provides ample power, but if you are in LEO, you still have to deal with Earth's shadow, which means batteries, which means weight. Bandwidth you have via starlink, fine. But cooling in space is not trivial. And maintenance is out, unless they are also planning some kooky docking astromech satellite repair robot ecosystem.

Maybe the Olney's lesions are starting to take their toll.

Weirdest freaking timeline.

by kortex

2/2/2026 at 11:52:17 PM

The shadow thing can be solved by using a sun-synchronous orbit. See for example the TRACE solar observation satellite, which used a dawn/dusk orbit to maintain a constant view of the sun.

Cooling, on the other hand? No way in hell.

by crote

2/3/2026 at 12:30:18 AM

Every telco satellite can cool its electronics. However, more than a few kW is difficult. The ISS has around 100kW and is huge and in a shadow half the time.

by clausz

2/3/2026 at 1:11:11 AM

> Cooling, on the other hand? No way in hell.

Space is actually really cold when the sun is blocked

So, solar panels on side, GPUs on the other, maybe with a big ass radiator ...

by SJC_Hacker

2/3/2026 at 3:08:11 AM

Space is empty, not cold.

by kristjansson

2/3/2026 at 11:38:29 PM

> Space is empty, not cold.

The "dark" side of the JWST has temperature of about 40 K (-233 C)

by SJC_Hacker

2/3/2026 at 11:58:35 AM

How does a radiator work in a vacuum?

by derrida

2/3/2026 at 12:08:08 AM

The cooling is the bit where I'm lost on, but it will be interesting to see what they pull off. It feels like everyone forgets Elon hires very smart people to work on these problems, it's not all figured out by Elon Musk solely.

by giancarlostoro

2/3/2026 at 12:32:38 AM

Google, Blue Origin and a bunch of other companies have announced plans for data centers in space. I don't think cooling is the showstopper some assume.

by spikels

2/3/2026 at 3:48:00 AM

Good call out, and really interesting. SpaceX being the cheapest way to get things into space, it seems like SpaceX is about to become extremely lucrative.

by giancarlostoro

2/2/2026 at 11:34:54 PM

[dead]

by rhetocj23

2/3/2026 at 5:24:42 AM

I've been thinking about this recently as I hear it often. Would people who want to buy a car in the Tesla price range really choose a slightly cheaper Chinese EV if those were available?

Personally I have a hard time believing this. But even if you had similarly priced Chinese options, I would guess the main reason for buying a Tesla is not just because you want an EV. While a Tesla will be a reliable baseline EV, surely the reason you (or at least I) would buy one is for the supervised self-driving feature.

by SilverSlash

2/3/2026 at 4:59:00 PM

Chinese EVs self-drive too. You can buy level 3 cars today that are cheaper, have more features, better build quality, and better reliability. Having just been in China.. yeah it’s not close they are way ahead of us and the gap is growing fast.

by danny_codes

2/2/2026 at 10:22:02 PM

BYD are just affordable and maybe reliable, regarding maintenance their spares are hard to come by and are almost as hard to work with as Tesla and other brands.

by w4der

2/2/2026 at 10:57:39 PM

I've done plenty of work on my own Tesla. It's not hard to work on at all. Parts are not even very difficult. There are plenty of 3rd party shops (such as one I went to when I needed to replace my windshield.) I really wonder why people continue to think this. It's not 2016 any more.

by bdamm

2/2/2026 at 11:59:40 PM

Tesla body work is extremely expensive. Aluminum, extensive welding instead of fasteners, substantially reduced modularity due to castings, specialized tooling just off the top of my mind.

by protastus

2/2/2026 at 10:29:52 PM

Are you a car mechanic living in China?

by vonneumannstan

2/3/2026 at 3:42:10 PM

No, but I live in a country were Chinese cars have been sold since the 2010s and spare parts are still an issue. It might be an issue with their sales partners here, but many sell other brands from Korea and Japan and have no issues with them.

by w4der

2/2/2026 at 10:33:14 PM

Presumably "hard to come by" would be somewhat irrelevant in any jurisdiction other than the US?

by piker

2/3/2026 at 1:35:41 PM

Oh boy, I have some news for you.

by elAhmo

2/3/2026 at 5:39:10 AM

Did you see how this last quarter where BYD sales fell off a cliff?

by DoesntMatter22

2/2/2026 at 10:19:22 PM

[Nearly] all is possible when you have a board of simps/cultists

by estearum

2/2/2026 at 11:20:28 PM

[dead]

by jaco6

2/2/2026 at 10:46:42 PM

It's "ironic?" considering Tesla launching in China is what created the necessary supply chain to turn BYD into the powerhouse it is today. Tesla's greed will become their own demise.

by xeromal

2/2/2026 at 11:39:35 PM

Tesla cars made in Shanghai are sold in Europe and other places. That is helping them be competitive and they haven't had much price pressure until recently. Just because the Chinese have their own internal competition and deflation which drove their prices down aggressively doesn't mean it was a bad idea to build there. Also the idea the Chinese couldn't figure it out without an American company coming there first to show them is pretty silly.

Tesla Shanghai opened in 2019

BYD made their first hybrid in 2008 and they were a battery company since the 90s

by dmix

2/2/2026 at 10:16:08 PM

Starship has a large number of critical milestones coming: Can it land and quickly reuse the upper stage? If not, it can't make refueling flights without building a dozen or two starships. Can it carry the full specified payload? If not, it can't even try to refuel in orbit. If it can't refuel in orbit, it can't go beyond earth orbit. Etc.

Everything has to go right or it will be irrelevant before it works.

by Zigurd

2/2/2026 at 10:52:33 PM

> Everything has to go right or it will be irrelevant before it works.

Starship is not all of SpaceX. Saying, maybe because one hates Musk, that SpaceX is going to become irrelevant is wishful thinking.

In 2025 SpaceX launched more rockets into space than the entire world ever sent in a year up to 2022, something crazy like that.

Then out of, what, 14 000 active satellites in space more than half have been launched by SpaceX.

SpaceX is, so far, the biggest space success story of the history of the human race (and GP is right in saying that SpaceX is now a national security matter for the US).

by TacticalCoder

2/2/2026 at 10:57:10 PM

Model S was the most successful EV. If you think cybercab is the vehicle of the future, look at the timeline of the only robo taxi in commerce in the US.

Everything has to go right with that, or cybercab will be irrelevant before it works. Same deal. Same bullshitter.

by Zigurd

2/2/2026 at 11:22:21 PM

Model S was successful until Model 3/Y blew it out of the water. Waymo’s timeline is not relevant because they lose money on every car and every deployment. Tesla’s the only financially successful developer of self driving. They can scale it up much faster.In fact, instead of making $5k per car produced, cybercab will net them $50k per car per year.

by iknowstuff

2/2/2026 at 11:35:20 PM

The world doesn't consist of just Waymo and Tesla, and even if it did there's no guarantee either succeeds.

> cybercab will net them $50k per car per year.

Assuming no mass boycotts, nor targeted vandalism. We've already seen both in the last 12 months.

by ben_w

2/2/2026 at 11:42:09 PM

It’ll be fine. Especially when people compare the price of ownership/uber to robotaxis.

by iknowstuff

2/3/2026 at 12:00:30 AM

When people actually compare prices, they note that Chinese cars also have autopilot and cost less than half of a Tesla, new.

What's keeping Chinese brands out of the USA, isn't keeping them out of Europe or much of anywhere else.

by ben_w

2/3/2026 at 2:22:44 AM

Yeah and it’s going to bankrupt VW/Stellantis. Surprised Europeans just don’t seem to give a damn about that.

by ta9000

2/3/2026 at 9:54:44 AM

Quite a few do care about the potential for job losses. On the other hand, a lot of people want cheap cars.

This dichotomy has always been in place for a huge range of specifics, both for imports and technology that makes workers less relevant. The "we want cheap stuff" argument is the one that has done best historically, though the track record of handling this badly also led to the invention of actual literal communism.

by ben_w

2/3/2026 at 12:40:38 AM

BYD sales in January 2026 are down 30% YoY. Not looking great for them in 2026.

by LanceJones

2/3/2026 at 9:59:41 AM

When I search for this, I find about equal numbers of stories with two opposing narratives.

One matching what you say; the other saying they're up significantly, e.g. https://finance.yahoo.com/news/byd-overtakes-tesla-world-lar...

I do not know what to make of this.

However, it is unimportant, as the main concern for your argument should be all Chinese brands combined rather than any specific brand. Unfortunately, given I'm seeing two narratives that seem to be mutually exclusive for BYD, I don't think I can trust web searches to tell me about all brands combined either.

However, even that is unimportant, as my point was more focused on the price and value for money, how Chinese models compete on AI for less cost; even to do badly in this regard (which they might or might not be given the mutually incompatible news stories I've seen) is less a narrative about Chinese market failure and more of a demonstration that hardly anyone really cares about the AI in the first place.

by ben_w

2/3/2026 at 1:15:04 AM

Tesla remains competitive in China, which can't be said of European EVs. Chinese ADAS are much better than European ones but still far behind FSD.

To bring the discussion back on topic: $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event, is why the path for the company is crystal clear. Cybercab is the same kind of step for Tesla as the Model 3 was back in 2017.

by iknowstuff

2/3/2026 at 10:25:56 AM

> $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event

Who will be paying Tesla $50k/year, and why?

Considering what Uber drivers take home after costs, I think this is unrealistic.

> Chinese ADAS are much better than European ones but still far behind FSD.

Not so, on both "much" and "far". Some tests put FSD ahead of various Chinese options, other tests put them behind. Tesla's FSD is still considered a level-2 system due to the failure modes it has, whereas (Europe's) Mercedes-Benz Drive Pilot and (Japan's) Honda Sensing Elite are level 3. Allegedly others exist, but I'm mentally categorising those as vapourware until they ship, this is demonstrably a domain in which it's easy to fool oneself into thinking the destination is closer than it is.

by ben_w

2/3/2026 at 8:41:22 PM

You’d think you’d be more up to date on the unorderable vaporware press fluff “L3” being cancelled by mercedes. It wasnt close to fsd.

Ask your local llm for the earnings of a $.20/.30 per mile autonomous vehicle

by iknowstuff

2/3/2026 at 2:16:31 AM

More likely that it's going to be the same kind of step for Tesla as the Oculus was for Facebook.

by seattle_spring

2/3/2026 at 3:35:48 AM

I’ll grant you that it could be, and I’m betting it won’t while you are betting it will. The future is now obvious to fsd14 and robotaxi users. Failure is no longer likely.

by iknowstuff

2/3/2026 at 5:15:14 AM

> Tesla’s the only financially successful developer of self driving.

This is completely false. Audi and Chevrolet both have self driving as good as Tesla.

by margalabargala

2/3/2026 at 7:20:48 AM

This would literally only be said by a person who hasn’t tried fsd14 so do yourself a favor and go for a test ride of a Tesla and Audi/Chevrolet and report back. They are not comparable.

by iknowstuff

2/3/2026 at 7:22:55 PM

If they’re not trying FSD 14.156.891111 they wouldn’t believe how great it is

by interestpiqued

2/3/2026 at 10:20:57 PM

Yes it’s a trope but like I said just do the test drives and if that doesn’t change your mind let me know

by iknowstuff

2/3/2026 at 6:06:21 AM

They sure as hell do not. SuperCruise only worked in pre mapped areas and bails whenever there's construction or deviation to plan. It's analogous to Tesla AP2 at best.

FSD works EVERYWHERE, almost any time.

by nunez

2/4/2026 at 1:13:20 AM

"More area" isn't "better". We're measuring by different yardsticks.

How widespread the manufacturer allows their software's use, is not the same thing as how good it is.

Sure, FSD works everywhere. But SuperCruise has zero crashes caused with 700 million miles driven. There are youtube channels dedicated to all the Tesla FSD crashes.

by margalabargala

2/2/2026 at 11:46:47 PM

[dead]

by aaaalone

2/2/2026 at 11:20:45 PM

97% of their sales are model 3 / Y

by terminalshort

2/3/2026 at 12:09:33 AM

> In 2025 SpaceX launched more rockets into space than the entire world ever sent in a year up to 2022, something crazy like that.

Not just that, the cost of each rocket launch is drastically cheaper than all of its competitors costs.

by giancarlostoro

2/3/2026 at 12:35:31 AM

How vital is it really to national security? Starlink will have competition from Amazon Leo in the next few months. And while SpaceX is obviously in the lead in launch capability with Starship, there are multiple launch providers capable of providing roughly the same services the Falcon 9 and Heavy provide today.

by derektank

2/3/2026 at 5:59:42 AM

The same services as Falcon 9 are 20x the cost and launch 1/20th as much as well. That's like producing hand made good in America versus via a manufacturing line in China.

by Sparyjerry

2/3/2026 at 3:46:14 PM

Those figures are not accurate. Other launch vehicles are currently 2-4x the cost (with comparable pricing coming online ex New Glenn), and SpaceX accounts for half of launch volume, not 20x other services. Reduce your claims by a factor of ten.

by turtlesdown11

2/3/2026 at 5:30:45 AM

> Starlink will have competition from Amazon Leo in the next few months

Amazon Leo will have 14k satellites in space in a few months? Wow! Amazing!

by zpeti

2/2/2026 at 10:25:21 PM

I think he will spin Tesla off since electrification and autonomy are no longer cool (he can’t build good quality cars or reliable FSD)

by garyfirestorm

2/2/2026 at 11:55:39 PM

Haven't you heard? Tesla is pivoting to building humanoid robots instead. They haven't sold a single one, but it toootally warrants retooling their car factories, pinky promise!

by crote

2/2/2026 at 11:25:19 PM

FSD is incredibly reliable. Build quality of US built cars is middle of the pack, Europe/China built Teslas are top of the pack.

by iknowstuff

2/2/2026 at 11:37:46 PM

Incredible shilling, bravo

by mcmcmc

2/2/2026 at 11:30:43 PM

Oh c'mon now. Damn model 3 and model S I have driven were considerably lower quality interiors than an ass end Citroen or Fiat. The Model S, a 2023 model the doors didn't even fit properly. And that was all Europe.

As for FSD, nope. Unless you redefine the word reliable.

Edit: I owned a 2018 Model S as well. Literally the worst fucking car I have ever owned or driven.

by dgxyz

2/2/2026 at 11:40:57 PM

I disagree. Model 3 has soft touch everywhere. Freaking bmw 3 series has plastic on most frequently touched bits.

Since you are in europe you have no idea how good fsd is.

by iknowstuff

2/2/2026 at 11:42:02 PM

BMW actually has a reasonable control surface though, not a grand user interface experiment by some crack heads.

As I'm in Europe I just get trains.

by dgxyz

2/2/2026 at 11:43:19 PM

The bmw interface is the actual fucking joke. Everything you need on Teslas is accessible from the steering wheel in addition to the touchscreen.

by iknowstuff

2/2/2026 at 11:45:00 PM

Apart from the speedometer which is outside your safe FOV in the Tesla.

And everything in the BMW you should be dealing with when driving is on or around the steering wheel.

by dgxyz

2/2/2026 at 11:46:45 PM

That’s not how human eyes work. https://en.wikipedia.org/wiki/Vision_span

by iknowstuff

2/2/2026 at 11:51:59 PM

> That’s not how human eyes work. https://en.wikipedia.org/wiki/Vision_span

The article you linked agrees with me. Greatest resolution in the macula which is a span of approximately 6 degrees from the centre.

Sigh...

by dgxyz

2/2/2026 at 11:55:26 PM

No, it agrees with me. You’re NEVER looking at the road and reading your speed at the same time.

by iknowstuff

2/3/2026 at 2:02:40 AM

Unless you have a modern car with a HUD

by mylies43

2/3/2026 at 2:51:42 AM

Unless it’s obstructing the view of the road, not really

by iknowstuff

2/3/2026 at 12:12:48 AM

> BMW actually has a reasonable control surface though, not a grand user interface experiment by some crack heads.

Really? It's one thing to hate Elon Musk, but you're talking about a lot of brilliant engineers who worked on these cars, everything from the components to the software. It's uneeded low blow just because you don't like Elon Musk.

by giancarlostoro

2/3/2026 at 2:27:15 AM

The UX is a mess. Why does the car always label the trunk as open rather than have a button that I press to open it?

Why does cruise control sometimes change to the speed limit and sometimes not?

Why does auto lane change sometimes need me to start the manoeuvre and sometimes not? If I guess wrong and start the lane change myself, all autopilot just disengages suddenly.

I have to proove that I'm holding the wheel by wiggling it from time to time, but if I accidentally wiggle too hard it disengages. Why not have a sensor or use the cameras to detect if I'm holding the wheel?

My son didn't shut the back door properly. I started driving and the car started binging. It didn't tell me why it was binging until I put it in park and looked at the pretty 3d representation of the car, then noticed that the door was open.

Maybe if I drove more regularly I would get used to all this stuff. The car was borrowed and I gave it back.

by rjmunro

2/3/2026 at 4:00:00 AM

I’m glad you found a place to get these complaints off your chest, but these are kind of hilarious. the button says “open trunk”. It’s a verb. If this is your complaint then lmao have you not seen what other OEM software looks like? Door open doesn’t just ding, it shows a warning with plain english explanation and an icon.

For the rest of your complaints you can mostly thank the overzealous EU/unece regulation which limits steering torque and requires intervention. FSD has none of those concerns, it just drives and does not require torque on the wheel.

by iknowstuff

2/3/2026 at 12:30:09 AM

Looking at cyber truck I can’t help but disagree with you. Absolutely questionable design choices. From top to bottom.

by garyfirestorm

2/3/2026 at 3:46:59 AM

So the Cybertruk is one vehicle out of an entire line up, I get not liking one model but what's that go to do with the entire line up?

by giancarlostoro

2/2/2026 at 10:28:50 PM

Let’s be honest - this is just a way to prop up Twitter/X. It makes SpaceX shareholders subsidize X, and also American taxpayers who are giving contracts to SpaceX for highly sensitive things. The government should ideally refuse to give SpaceX work unless it unwinds this.

by SilverElfin

2/2/2026 at 10:45:29 PM

Why? The government is paying less for SpaceX than alternatives. It th cheapest and best service.

by adastra22

2/2/2026 at 10:51:30 PM

Because Twitter/X is distorting our politics (with ann unbalanced scheme of censorship / amplification / suppression) and destroying the country by mainstreaming far right supremacist politics. Twitter/X does not deserve a single dollar of taxpayer money. If SpaceX is now part of that machine, it doesn’t deserve a single dollar either. I would rather pay more for alternatives and encourage their growth. I also look at any money given to this company as the equivalent of GOP campaign funding, so I feel it should be treated as illegal under the law.

by SilverElfin

2/2/2026 at 11:29:25 PM

The government is prevented from doing that by a little thing called the first amendment. "Mainstreaming far right supremacist politics" is just a hyperbolic way of saying he has politics you don't like and is exercising his freedom of the press by promoting it on the media platform he owns. Legally that is no different then the rights that every newspaper and TV station in the country has.

by terminalshort

2/3/2026 at 4:28:59 AM

First of all, the current government doesn't give a shit about the first amendment and is successfully putting a chilling effect on it through various means. Both through illegally using government funding as a hammer to require independent companies to curtail their speech, or by using regulation.

Second, history will look back and realize that without taking into account the volume of your voice, you don't really have free speech in a way that matters. If you the person next to you can use a megaphone that is so loud that no one hears you, you effectively have no speech. A great many democracies implicitly realize this and thus have election spending limits tied to the number of supporters. The US, through it's lobby system, and through party affiliated control of third party networks, does not.

by tensor

2/3/2026 at 12:09:33 AM

Musk is, indeed, allowed under the 1st to promote whatever he wants to promote. Him being a hypocrite about "free speech absolutism" is not a crime.

However, the current US administration appears to be actively violating the 1st and 5th in a bunch of ways, the 14th that one time, and making threats to wilfully violate the 2nd for people they don't like and the 22nd to get a third term. It is reasonable, not hyperbolic, to be concerned about Musk's support of this.

by ben_w

2/3/2026 at 4:19:57 PM

Lmao using amendments as arguments in 2026

by augment_me

2/3/2026 at 1:46:04 AM

Actually the Trump administration is trying to strip legal status from people and deport them by way of an obscure law that gives the Secretary of State the discretion to do so if they deem those people a threat to the foreign policy goals of the US.

If these laws are still on the books when the next D administration takes over, they should use them against Elon, Thiel, etc - strip them of US citizenship, deport them, and nationalize their companies (followed with repealing those laws)

by SmirkingRevenge

2/3/2026 at 9:44:35 AM

> If these laws are still on the books when the next D administration takes over, they should use them against Elon, Thiel, etc - strip them of US citizenship, deport them, and nationalize their companies (followed with repealing those laws)

Or the current R admin, next time Musk has a spat with Trump.

Would definitely be a popcorn moment; doubly so if Canada has changed its rules on citizenship by then and has also stripped Musk of that, leaving him only with South African.

by ben_w

2/2/2026 at 11:39:06 PM

I disagree. He would be using taxpayer money to boost his preferred speech. And it is essentially campaign funding for the GOP. It should be treated as such.

by SilverElfin

2/3/2026 at 12:11:44 AM

I think that line of argument would work in my country of birth, the UK, but I don't think it works in the USA.

by ben_w

2/3/2026 at 12:48:31 AM

You do not lose your right to free speech by providing contractual services to the US government.

by terminalshort

2/2/2026 at 11:41:22 PM

Shouldn't the government be aiming to pay the lowest price for the best goods and services rather than using procurement as a way to promote or suppress certain political opinions?

by woah

2/2/2026 at 10:54:29 PM

I would rather our government not get in the habit of violating the multiple laws put in place to keep it from playing favorites and picking winners.

by adastra22

2/2/2026 at 11:26:11 PM

[dead]

by MuskIsAntidemo

2/3/2026 at 4:42:11 AM

It’s also a way to distract from the fact that alleged pedophile and rapist Elon had 3 underaged foreign nationals trafficked to him at the space x headquarters by convinced pedophile and rapist Jeffrey Epstein, per the Epstein files.

by ml-anon

2/3/2026 at 7:37:14 AM

If anything, I think this is actually the other way around - channeling crazy AI bubble money towards SpaceX, after the funding from goverment contracts has dried up. Twitter is just the icing on the cake.

Quite ingenious, you have to give Musk that. This is why he is making so much money.

by haspok

2/3/2026 at 5:14:29 AM

Simply put, yes.

This is not good for SpaceX. It's a less valuable company with X and xAI. But it helps Elon make it look like he runs two successful businesses.

by acjohnson55

2/3/2026 at 3:09:59 AM

Of course it isn't "too big to fail". Even banks aren't. Despite recent history large banks have failed often throughout history. There's no such thing. It may take down the supporting sovereign government (Dutch East Indies) but life goes on and new political orgs appear. People be people.

Too big to fail is a very recent modern myth. Go back 100+ years and lots of banks failed leading into the Great Depression.

Every system has a break point.

by geuis

2/3/2026 at 5:50:34 AM

Right. You do have a point, and I think Dutch East Indies is a good example, but I feel this is discussing semantics. Too big to fail, I interpret in this situation as the government having a strategic reason to keep it afloat so it will probably prop it up in case something goes wrong. This makes it have a much more stable position.

by RealityVoid

2/2/2026 at 10:24:26 PM

And our tax dollars.

by rideontime

2/2/2026 at 10:34:54 PM

SpaceX is slated to go public some time this year - June IIRC

The biggest selling point /was/ that Musk was being managed there, he wasn't tinkering with SpaceX like Twitter or Tesla, and his foolhardy direction was kept out of the company.

BUT, like Tesla, Musk cannot help himself and is making SpaceX look like a very bad investment - tying his other interests with SpaceX, allegedly using SpaceX money as a "war chest" in his battles.

There is also a danger that investors will see xAI as politically dangerous, which will really hurt SpaceX IPO

by awesome_dude

2/2/2026 at 10:46:46 PM

They want to go public, but have to sell the hell out of it in the meantime.

I'll bet SpaceX financials aren't as great as some people think. Remember, Elon was the guy who tried to take Tesla private, and talked a lot of smack about how silly it is to be a public company. All of a sudden he wants SpaceX to go public?

by itsprobablyok

2/2/2026 at 11:15:17 PM

Musk has a pattern here - he used Tesla the same way, diverting resources to xAI and treating it as a funding vehicle for other ventures. Once he started doing that, Tesla's financials got murky and harder to trust. Now he's doing it with SpaceX right before the IPO. For investors, that's not 'too big to fail' protection - it's a red flag that the company finances are entangled with his personal empire instead of focused on the core business.

by awesome_dude

2/2/2026 at 11:18:41 PM

> The biggest selling point /was/ that Musk was being managed there, he wasn't tinkering with SpaceX like Twitter or Tesla, and his foolhardy direction was kept out of the company

The biggest selling point to who? Definitely not wall street

by kcb

2/3/2026 at 7:39:57 PM

I think Musk is just that obsessed with his mission of reversing social progress and controlling the direction of the world, using the anti-woke combination of xAI and Twitter. He knows that tying them to SpaceX will hurt its IPO, but now they're part of an entity that's too essential to fail.

They're also probably rushing out the IPO to beat the bubble pop. I think everyone earlier expected to keep the bubble going a few more years, that's why they made all those circular deals. But then Trump spooked Europe into possibly scaling back US investments and decoupling from US tech. So now you have an unsure Nvidia walking back their OpenAI deal, etc.

by arppacket

2/3/2026 at 12:55:39 AM

> SpaceX is too big to fail. It's important for national security

So was GM. Didn’t stop it from going bankrupt.

by JumpCrisscross

2/3/2026 at 1:04:11 AM

When you’re connected to Epstein, you’ll always be too big to fail

by sharts

2/3/2026 at 7:04:02 AM

Why is it too big to fail? SpaceX can be dissected, parts be sold to the government or the competition.

It's too big to fail for Musk, because it is one source of his money, in large paid by the US tax payer.

by einrealist

2/3/2026 at 9:20:13 AM

I see no reason why Starship could not be dumped. And Falcon rockets kept being produced as needed, maybe with higher cost.

by Ekaros

2/2/2026 at 10:50:57 PM

Why? Let it fail. Bring back NASA.

by outside1234

2/2/2026 at 11:23:08 PM

What do you mean "let it fail?" SpaceX has the most profitable launch system in the world and now operates >50% of all satellites in orbit. They aren't exactly in need of a bailout.

by terminalshort

2/2/2026 at 11:26:38 PM

So proof of profitability is that they can shoot their own satellites into orbit?

by luke5441

2/2/2026 at 11:38:45 PM

When a company is operating at a scale where you are making orders of magnitude more orbital launches than NASA, operating a constellations of 10,000+ satellites, providing internet access to 10s of millions of people and 1 army, has raised $10s of billions in private markets at valuations in the $100s of billions, then the burden of proof is on you claiming the opposite.

by terminalshort

2/2/2026 at 11:36:25 PM

The proof is that they are continuing to launch more mass into orbit than any other entity on the planet - while holding share liquidity events for their employees multiple times a year where they buy back shares. Proof is that they charge a lower cost to orbit than any of their competitors and has done so for years now.

Their revenue from Starlink is slated to be bigger than the entire NASA budget this year.

by DarmokJalad1701

2/2/2026 at 11:07:33 PM

> Bring back NASA.

NASA is still here. Unfortunately, NATA fell victim to enshitification by government contracting. NASA even if it wants to simply cannot today design and launch a rocket. :(

by reliabilityguy

2/2/2026 at 11:36:14 PM

I am no fan of Musk the man. SpaceX is a strong company and Falcon is a solid vehicle. There is not a lot of competition, and NASA trying to in-source design and supply and construction of a new, reusable LEO rocket would be a complete nightmare.

I root for a competitive rocket market, but SpaceX is at the moment critical.

by unethical_ban

2/3/2026 at 12:12:36 AM

You want to bring back the biggest loser? NASA kept missing deadlines for 30 years

by ekianjo

2/3/2026 at 3:08:57 AM

And they still have a better track record for being on time than Elon

by Rebelgecko

2/3/2026 at 10:05:32 AM

to replace the Shuttle, certainly not

by ekianjo

2/2/2026 at 11:00:18 PM

NASA just splurges money. The private sector is far better when it comes to money.

by farresito

2/3/2026 at 1:44:14 AM

> The private sector is far better when it comes to money.

I've heard this a lot, but I've worked for BigCos and it seems like all they do is spend money, often superfluously. I've seen BigCos spend large quantities money on support contracts every year that haven't been used in more than a decade, or sending people on business trips across the country so they can dial into a meeting, or buying loads of equipment that sits dormant in warehouses for years and then is eventually sold off for pennies on the dollar.

I'm not convinced that they're better than the government with money allocation, I think they're just better at telling people they are.

by tombert

2/2/2026 at 11:14:06 PM

... as we can tell by whatever the everloving fuck is going on with this press release.

by q3k

2/2/2026 at 11:28:07 PM

I'm not talking specifically about SpaceX, although historically the cost of their rockets have been much lower than NASA. I'm being much more general. The public sector doesn't have the same incentives that private companies have, whether it's rockets or any other technology. It's sad, but it's the truth.

by farresito

2/2/2026 at 11:18:23 PM

We have absolutely no way of gauging this until after SpaceX goes public.

by etchalon

2/2/2026 at 11:25:44 PM

SpaceX can use the same booster 30 times. NASAs new rocket can use it one time. We don't need to see financial statements to figure this one out.

by terminalshort

2/2/2026 at 11:38:57 PM

I wouldn't be too sure. Depends on NASAs mission profiles and a lot of factors. Falcon heavy can bring 26.7t to GTO in expendable mode and only 8t in reusable mode. Reusable cost of Falcon is US$97 million vs US$150 million expendable.

How much does it cost to develop and maintain the reusability? Is it worth the trade-offs in lower tons to orbit due to more weight? Is it worth it adjusting the payload into smaller units, including developing things like refueling in LEO?

Idk, I'm not on the inside doing those calculations...

by luke5441

2/3/2026 at 2:30:59 AM

SpaceX tends to expend cores they've gotten significant use out of, rather than new ones - so the core would have been "paid off" by then.

by trothamel

2/3/2026 at 3:10:19 AM

And nasal didn't build the new rocket! They have paid Boeing 93 BILLION to design and manufacture it.

by s1artibartfast

2/3/2026 at 8:52:17 AM

This won’t help him. Because Elon is not important for national security. But our stupid oligarchs will soon learn the same lesson, the russian and chinese oligarchs have already learned.

by amai

2/2/2026 at 10:52:10 PM

Being too big to fail is not really a desirable outcome, it’s just better than failure.

Boeing is too important to fail as well but it’s been terrible as a shareholder

by kortilla

2/2/2026 at 11:20:04 PM

> > Boeing is too important to fail as well but it’s been terrible as a shareholder

Your opinion on Boeing being terrible as a shareholder vis-a-vis Tesla would be completely reversed if dividends and capital gains of the 2 companies were to be offered in the form of miles to be flown on Boeing planes and miles on Teslas Uber/Taxi/Autonomous taxis instead of dollars

The absolute overperformance on the stock market that Tesla has enjoyed vis-a-vis Boeing is not rooted in a concrete and tangible quality of life improvement for citizens. Not American citizens, nor global citizens for that matter.

It is my opinion that for all public companies in which it is possible to do so government should mandate payment in kind to all shareholders and board members to prevent the excessive promotional , cult and all around BS aspect of marketing to take over and allow people to profit just by riding off those, and Musk is the GOAT at that.

by JumpinJack_Cash

2/3/2026 at 3:37:49 AM

Im not comparing it to Tesla, im comparing it to any normal successful company (apple, google, nvidia, Exxon, whatever).

Boeing is an anemic company that doesn’t innovate and it should have been allowed to bankrupt and break off into businesses that worked and actually competed for customers.

by kortilla

2/3/2026 at 2:48:06 PM

> > Boeing is an anemic company that doesn’t innovate

The public is very afraid of innovation in anything aviation related, same goes for nuclear reactors.

If you are in those businesses you have your hands tied behind your back.

Still you'd buy the stock if the only way to get miles aboard Boeing planes were to own the stock and get paid dividends and capital gains in the form of miles.

This underscore how essential and vital Boeing is to the world whereas if you disappeared Tesla nothing would really happen

by JumpinJack_Cash

2/3/2026 at 5:46:48 PM

If Boeing would disappear nothing would happen too.

Airbus exists

by hermanzegerman

2/3/2026 at 6:28:31 PM

Oh the aviation world would not totally fall into wild chaos in case you disappeared Boeing overnight....no absolutely uh uh , nope , everything would be fine.

And besides...how does Airbus innovate?

by JumpinJack_Cash

2/3/2026 at 9:42:12 PM

By complying with safety standards and not always begging for "Temporary Safety Exceptions" because they don't want to bring their totally outdated 737 design up to code?

by hermanzegerman

2/3/2026 at 12:26:13 PM

100%. Next is Tesla.

by peterlada

2/3/2026 at 8:22:10 AM

That is what they want you to think it isn't too big to fail there are plenty of competitors with much stronger engineers and principles than this grifter.

by Ms-J

2/3/2026 at 8:45:13 AM

Who? Finding great engineers is comparatively easy versus knowing how to navigate the DoD procurement process and having the balance sheet strength to run huge losses for ages. Blue origin might have the capital and talent, whilst Boeing has the DoD procurement locked down, but neither have both.

by spacebanana7

2/3/2026 at 9:27:21 AM

I'm not endorsing merely listing, but yes Blue origin.

You are correct about the issues of navigating the DoD but that isn't a reason to accept these assholes the process needs to be open to normal companies and promote standards without any grifter connections.

by Ms-J

2/4/2026 at 12:15:35 AM

Yeah I hope their procurement becomes more open, but feel pessimistic because that’s been an ongoing simplification project for decades.

by spacebanana7

2/3/2026 at 9:08:52 AM

That could be true, but the real question is why haven't they built and shipped a Starship yet?

You can play around with words as much as you can, but Musk even with a very high rate of failure seems to be making a lot of things work.

by kamaal

2/3/2026 at 4:22:46 AM

Why are we still supporting this person? His cars are being outclassed internationally and he's directly meddling in this countries politics. He spectacularly failed (or wasn't it blatantly misled) the CA government with regard to the tunneling, and damaged the public sector while shutting down oversight and regulatory bodies against his companies.

Where is the benefit? These awesome tech demos? It just screams charlatan to me on an epic scale. I see no reason a government shouldn't step in to assume control if its "too big to fail".

by smrtinsert

2/3/2026 at 6:35:35 AM

SpaceX could fail tomorrow and nothing would change with national security.

by duped

2/3/2026 at 9:29:41 AM

This. National security is one of the most abused phrases of all time.

Many companies could simply cease to exist tomorrow, including Spacex and Starlink, and the world would go on. Frankly for the better in a lot of cases.

by Ms-J

2/2/2026 at 10:55:07 PM

national security is pretty felixaeble

by smileson2

2/3/2026 at 8:29:21 AM

SpaceX is too big to fail for sure. If it goes bankrupt, it'll be broken down, and trimmed down to the succesful launching operation. But I don't think it's the reason it's buying xAI.

SpaceX buying xAi means that xAI shareholders are cashing in on its current high valuation. It makes it look like Musk is not very confident that xAI can navigate through the AI cycle, so he might as well sell it to rake in the profits.

But he still needs control over it because of the Tesla plan and in case something else happens in the AI field that he doesn't want to miss. So he's buying it with SpaceX, because he can, freeing some of SpaceX cash to pay himself and his xAI investors.

That he managed to bullshit SpaceX investors into buying xAI is pretty crazy. But I guess that's his main talent.

by d--b

2/2/2026 at 10:08:53 PM

Merging SpaceX with a public company like Tesla would create a lot of issues for the classified projects SpaceX does.

by UltraSane

2/2/2026 at 10:23:48 PM

What sort of issues are you thinking?

Plenty of defense contractors with classified projects are already publicly listed, so this is not uncharted territory.

Lockhead Martin for example: https://investors.lockheedmartin.com/news-releases/news-rele...

Gives this level of detail:

> Aeronautics classified program losses $(950)

> MFC classified program losses -

It seems very safe from a national security perspective.

by tenpies

2/2/2026 at 10:12:55 PM

No? Almost every big defense contractor is publicly traded.

by bragr

2/2/2026 at 10:12:13 PM

I imagine those are surmountable challenges. Boeing somehow manages.

But more likely that merger would consist of SpaceX acquiring Tesla and taking it private

by wongarsu

2/2/2026 at 11:27:26 PM

There is no way Elon could raise the 1.4 trillion to take Tesla private

by HWR_14

2/2/2026 at 10:14:46 PM

Raytheon is public.

by cyberax

2/2/2026 at 10:22:17 PM

As a SpaceX fan, I am saddened by this news.

The only reason for xAI to join SpaceX is to offload Elon's Twitter debt in the upcoming IPO.

by senko

2/2/2026 at 10:44:15 PM

This is just what I was thinking.

Twitter (X) owed $1.3B in debt every year in interest since Musk's takeover. This was before re-financing in a higher interest rate environment. The company was losing $200MM+ per year on ~$5B in revenue before the takeover, and there are reports that revenues have decreased by round 50%.

Best case scenario if we accept those numbers is that X makes $3B per year and about half of that goes immediately out the door in debt payments before paying a cent for the entire business to function.

However, if SpaceX acquires X, that ~$1.5B in interest is a fraction of the $8B In profits SpaceX is allegedly generating annually. Further, they can restructure the debt if it's SpaceX's debt, and not owned by X. Investors will be more likely to accept SpaceX shares as collateral than X.

by bialczabub

2/2/2026 at 11:46:57 PM

> The company was losing $200MM+ per year on ~$5B in revenue before the takeover, and there are reports that revenues have decreased by round 50%.

X made a profit last year because they cut costs lower than the drop in ad revenue (which is also slowly recovering). The big question is if they will still be profitable in 2026 year without the US election driving big traffic numbers and ads.

by dmix

2/3/2026 at 12:54:21 AM

As far as I understand they did not make a profit in 2025. They posted positive adjusted EBITDA, which is not the same.

by bootlooped

2/3/2026 at 12:56:05 AM

You're right, wrote that from memory. It was EBITDA that surpassed anything Twitter previously had before purchasing it.

> Despite a revenue drop from $5 billion in 2021 to roughly $2.7 billion in 2024, the EBITDA margin surged from 13.6% to 46.3% due to drastic cost-cutting measures and restructuring

https://x.com/ekmokaya/status/1887398225881026643

by dmix

2/3/2026 at 12:37:16 AM

How do you "know" this? They're private and don't need to report anything.

You also have to be careful about who said it and what they meant by "profit," because there is gross profit, EBIT, EBITDA, and others.

by bialczabub

2/3/2026 at 12:58:18 AM

They report these numbers to their investors who leak them to the press.

by dmix

2/3/2026 at 3:57:19 PM

these are unaudited numbers that anyone should take with a grain of salt

by turtlesdown11

2/3/2026 at 6:03:04 AM

Banks released pricing to sell their debt. When the debt gets to valued near market value, it means it is essentially guaranteed to get paid back. The company was making much less money but was more profitable, see the other posters comment on EBITDA.

by Sparyjerry

2/3/2026 at 2:51:11 AM

As an old twitter fan, same. I was hoping elon would lose twitter to the banks in a bankruptcy.

by guelo

2/3/2026 at 10:26:08 AM

The Twitter debt is not that big in the grand scheme of things. Twitter has been absorbed into his AI company some time ago. SpaceX is a big business. And despite the decline, Tesla is also still a big business. Both generate quite a few billions in revenue.

The staggering amount of money Elon Musk raised for doing AI stuff is quite a bit more than what he ever expended on the Twitter value implosion. I think we can agree that there isn't much left of that. Also, whatever debt was issued for that was issued in dollars. We've had a few years of inflation and dollar devaluation recently. I don't think whatever Twitter debt there was is much of big headache for X at this point.

X.ai is controversial mainly because of Musk. But if you can look beyond that, it does actually have a bit of non trivial IP. Grok is not bad as a LLM. It's not necessarily best in class but it's close enough to be useful. Apple needs to license their AI from Google and OpenAI. MS outsources to OpenAI. Amazon doesn't really have their own models at all. So, as trillion dollar companies go, having your own in house developed model training pipeline that actually works isn't all that common yet.

Musk for all his failings has a talent for looking beyond the current day to day navel gazing that characterizes VC short term thinking and much of the activity in silicon valley. He clearly looks at space as a bit of underused real estate.

Star Link is one of those mad plans that actually seems to make sense now that he has proven that launching thousands of satellites into space isn't that big of a deal and can actually be profitable if you get a few million people to spend billions per month on reliable data connections.

AI data centers in space are similarly ludicrous unless you have a newly developed 100+ ton to orbit reusable launch capability at your disposal. Also, the nature of doing stuff in space is that it is a very people hostile environment. So having some in house AI capability isn't the worst idea for a space company with ambition, which like it or not SpaceX clearly has. I wouldn't call X.ai a bar gain. But what's the alternative if you are semi serious about controlling an armada of space craft across the solar system?

by jillesvangurp

2/3/2026 at 3:15:39 PM

> X.ai is controversial mainly because of Musk.

I would argue that they have earned their own controversy independent of Musk with all the shenanigans they pulled building out their data centers, namely their illegal use of gas turbines to power the whole thing.

by _fat_santa

2/3/2026 at 3:44:58 PM

That's part of the way he runs that business. Other AI data centers aren't necessarily a lot better; or at best just toeing the line of what is allowed rather than sticking their green energy commitments (or silently backing away from those).

I'm actually not that upset about AI data center energy usage. I see this as a short term and costly scaling measure with a minor impact (considering overall wasteful energy practices) that is an obvious target for large and rather obvious cost reductions the second this market gets profitable. The only reason that isn't happening from day 1 is all the red tape currently being put in place to actively slow down the demise of fossil fuel based generation.

Cost reductions here mean switching to a cleaner form of energy for the reason that that can be a lot cheaper than burning expensive gas in an expensive generator. Any large scale user of energy is going to be optimizing their energy opex if it saves them lot of money. If they survive long enough to matter, of course. If you are using energy by the tens/hundreds of gwh per year that is not going to be small amounts.

by jillesvangurp

2/3/2026 at 3:25:49 PM

If by illegal you mean a spelled-out loophole that the EPA only decided they didn't like in retrospect. Businesses are run by people that think this is a level of forward-thinking-ness that they aspire to, not something to be avoided. (Source: my own CEO.)

by pie_flavor

2/3/2026 at 11:49:02 AM

> The staggering amount of money Elon Musk raised for doing AI stuff is quite a bit more than what he ever expended on the Twitter value implosion.

Total investment in xAI are around $30B-40B (including the latest E round). Twitter purchase price at $44B was more than that. Out of that 44B, ~$25B was debt financing.

> Star Link is one of those mad plans that actually seems to make sense now [...] AI data centers in space are similarly ludicrous unless you have a newly developed 100+ ton to orbit reusable launch capability at your disposal

I don't think these two are comparable. Starlink obviously makes sense if you can put thousands of satellites in LEO cheaply, which (only) SpaceX could. The challenge there was to actually build and put them there.

For data centers, even if you can launch for free, the physics and economics don't make sense. Solar is free but the amount of solar arrays (and cooling radiators) required means it's just easier and cheaper to build out the same thing on Earth, and that's without thinking about maintenance of either the data center or the required support equipment.

In theory it can be done. In practice, I humbly propose that putting the same engineering brains on solving the hard questions of keeping people alive in space (so they can, eg, get to Mars and back) would align more closely with the SpaceX mission.

> But what's the alternative if you are semi serious about controlling an armada of space craft across the solar system?

"X Combinator" for space tech (life support, stations, habitats, etc - everything that SpaceX itself isn't focusing on). Refueling depots at strategic locations that are good launching points for deep space (Mars+) missions.

Not a friggin' LLM.

by senko

2/3/2026 at 4:03:14 PM

25B for debt for a company valued at 1.25 Trillion is petty cash territory. It will get written off at some point and that will probably be it. I don't think they'll be defaulting on that.

The point of Star link was orders of magnitude reduction in cost of launching thousands of satellites. Musk is talking indirectly about another order magnitude of further reduction of that via star ship; sorry if that wasn't clear.

> the physics and economics don't make sense

This is a popular assertion that despite all the experts chiming in is not that black and white. Clearly investors and Elon Musk beg to differ. Similar arguments were used against Star Link when that was still science fiction. And now it isn't. It actually seems like a good idea that at this point is being copied by others. And SpaceX is getting a lot of the launching business, for now.

I think it's mainly the economics that are the challenge here; not the physics. Implicit in the assertion is that launching the amount of mass needed would be prohibitively expensive. There are lots of engineering challenges as well.

> it's just easier and cheaper to build out the same thing on Earth

Maybe; but it seems challenging to scale there. Permitting and scaling energy generation are a problem right now. But I agree, it's more logical to fix that. But one does not exclude the other. We might end up with a lot of in orbit computation regardless. It's not an either or proposition.

by jillesvangurp

2/3/2026 at 8:26:17 PM

The value proposition for Starlink was always pretty clear. A decent chunk of people have no good broadband internet access. Provide it, and they'll pay good money for it. It needed cheapish launch capability, which existed when it was proposed, and everything else about it was fairly mundane. It made economic sense.

Of course it's the economics, not the physics, that are the challenge. We have thousands of existence proofs that you can launch a computer into orbit and have it work. The question is not, can you do it. The question is, why would you do it instead of putting that same computing capacity in a building somewhere?

It's not an either/or proposition in general but it is at the small scale. If I'm going to spend a million dollars on computing equipment, I can spend it on a terrestrial installation, or a space installation, or put some if it towards each, but anything I put towards one takes away from the other. If the economics of a terrestrial installation are much better than a space installation, why would I allocate any of my money to space?

Most of the conversation here seems to boil down to:

"Putting a data center in space is very hard and makes no sense."

"Putting a data center in space is actually pretty easy."

But by "hard" we mean "difficult to the point of being extremely economically uncompetitive with putting computers in a building," and by "easy" they mean "technologically feasible and the basic concept of computers in space has been done many times already."

by wat10000

2/3/2026 at 7:28:30 PM

> X.ai is controversial mainly because of Musk. But if you can look beyond that, it does actually have a bit of non trivial IP. Grok is not bad as a LLM.

the problem is that this market becomes commoditized, there are tons of not bad open weight LLMs available, and it is not clear if Grok IP is that not trivial. They even totally can run others LLMs under the hood, it is well known that they used Claude output at the beginning.

by riku_iki

2/3/2026 at 7:21:10 AM

[flagged]

by isodev

2/3/2026 at 1:55:47 AM

This is why I come to this site. Obviously, Twitter's financials are struggling and theres more than a few people rich people who don't want to take the hit... but we can all drop that for a second to discuss the plausibility of data centers in space. Some links and comments I enjoyed:

  * https://taranis.ie/datacenters-in-space-are-a-terrible-horrible-no-good-idea/
  * https://en.wikipedia.org/wiki/Tiangong_space_station
  * "Technically challenging", a nice way to say "impossible"
  * "I’m not that smart, but if I were, I would be thinking this is an extended way to move the losses from the Twitter purchase on to the public markets."
  * "ISS radiators run on water and ammonia. Think about how much a kg costs to lift to space and you'll see the economics of space data centers fall apart real fast. Plus, if the radiator springs a leak the satellite is scrap."
  * "5,000 Starship launches to match the solar/heat budget of the 10GW "Stargate" OpenAI datacenter. The Falcon 9 family has achieved over 600 launches." [nerdsniper]
  * "No, we just "assume" (i.e. know) that radiation in a vacuum is a really bad way of dissipating heat, to the point that we use vacuum as a very effective insulator on earth."
  * "World's Best At Surfing A Temporary Hyperinflation Wave is not a life goal to really be proud of tbh"

by jppope

2/2/2026 at 10:13:48 PM

Either this is a straight up con, or Musk found a glitch in physics. It's extremely difficult to keep things cold in space.

by alangibson

2/2/2026 at 10:37:08 PM

He buys twitter at an inflated valuation. Runs it to the ground to a much lower valuation of $9B. [1] Then, his company Xai buys Twitter at a $33B, inflating the valuation up. Then SpaceX merges with Xai for no particular reason, but is expected to IPO at a $1T+ in the upcoming years. [3]

I’m not that smart, but if I were, I would be thinking this is an extended way to move the losses from the Twitter purchase on to the public markets.

[1] https://www.axios.com/2023/12/31/elon-musks-x-fidelity-valua...

[2] https://www.reuters.com/markets/deals/musks-xai-buys-social-...

[3] https://www.cnbc.com/amp/2026/02/02/elon-musk-spacex-xai-ipo...

by darth_avocado

2/2/2026 at 10:42:26 PM

It also makes it impossible for Twitter/X to die, as it deserves. It is by far the most toxic mainstream social network. It has an overwhelming amount of far right supremacist content. So bad that it literally resulted in Vivek Ramaswamy, a gubernatorial candidate in Ohio, to quit Twitter/X - nearly 100% of replies to his posts were from far right racists.

Obviously advertisers have not been fans. And it is a dying business. But rather than it dying, Elon has found a clever (and probably illegal) way to make it so that SpaceX, which has national security importance, is going to prop up Twitter/X. Now our taxpayer dollars are paying for this outrageous social network to exist.

by SilverElfin

2/3/2026 at 12:02:14 AM

I find HN and the tech circles to be one of the main community pillars holding up X. None of my social friends use it anymore, but links absolutely abound here, and it seems like the standard line is to pretend Elon, Grok, all the one button revenge and child porn etc don’t exist. I truly can’t fathom the amount of not thinking about it it would take to keep using the platform.

by taurath

2/3/2026 at 1:43:56 AM

I have a blocker set up in my browser to prevent accidental clicks and sending any traffic to them when I'm not careful to check a given HN link to a posting. I've never had an account there (nor any of the popular social media networks) but I don't want to send even my few clicks their way.

by tasty_freeze

2/3/2026 at 5:25:26 PM

Sadly, journalists are super-addicted to X. They're a tentpole community for the platform at this point.

by spopejoy

2/3/2026 at 12:12:21 AM

Just use lists, "Your Followers" tab and never touch the "For You" tab and its basically the same as Twitter was 5 years ago.

by IhateAI

2/3/2026 at 4:47:32 AM

No it isn't, the sensible people you followed 5 years ago left and stopped posting. The "Your followers" feed is now just the terminally addicted and the angry demagogues.

by happosai

2/3/2026 at 1:21:25 PM

Vivek getting his face eaten by the leopard while running for the "leopards eating OTHER people's faces" party isn't really something I feel we should sad about.

> Obviously advertisers have not been fans. And it is a dying business. But rather than it dying, Elon has found a clever (and probably illegal) way to make it so that SpaceX, which has national security importance, is going to prop up Twitter/X. Now our taxpayer dollars are paying for this outrageous social network to exist.

There is a difference between a dying business and and influential one though. Twitter is dying, but it is still influential.

by John23832

2/2/2026 at 11:07:53 PM

I am with you 100%.

It was easy to support SpaceX, despite the racist/sexist/authoritarian views of its owner, because he kept that nonsense out of the conversation.

X is not the same. Elon is actively spewing his ultraconservative views on that site.

Now that these are the same company, there's no separation. SpaceX is part of Musk's political mission now. No matter how cool the tech, I cannot morally support this company, and I hope, for the sake of society, it fails.

This announcement, right after the reveal that Elon Musk reached out to Jeffrey Epstein and tried to book a trip to Little St. James so that he could party with "girls", really doesn't bode well.

It's a shame you can't vote these people out, because I loved places like Twitter, and businesses like SpaceX and Tesla, but Elon Musk is a fascist who uses his power and influence to attack some of the most important pillars of our society.

by RIMR

2/2/2026 at 11:54:38 PM

You kinda can, just don’t make a Twitter account, don’t buy teslas, don’t use grok. Tell your friends

by jfreds

2/3/2026 at 3:09:26 PM

Elon has spent months and months calling for the Epstein files to be released, even had a big spat with Trump over that and some other things. The idea that he was actually raping girls with Epstein can only be believed by people who will believe anything if it puts their enemies in a bad light. Which are also generally the same people making fake emails and sharing them to defame people they dislike, or editing family photos to pretend they were abuse.

by blockmarker

2/3/2026 at 5:53:26 PM

Approximately 1 in 30 men have a sexual interest in children. So it's not exactly a stretch to think that Musk might be one of them.

by ldfio

2/3/2026 at 4:13:04 PM

Trump himself, one of Epstein's most frequent fliers, was at one time one of the most openly vocal supporters of releasing the files when it was politically convenient for him to do so. He knew he was prominent in those files, but had no real intention of actually releasing them if he could help it. Elon is no different. When it was convenient to be outspoken about it, he did, despite knowing his name was included.

by hydrogen7800

2/3/2026 at 4:43:01 PM

So why was Elon begging to visit Epstein island years after Epstein was already convicted and sentenced and registered as a sex offender? That’s what the emails obtained by the DOJ show - Elon reaching out to Epstein to ask about when the “wildest party” would be. Let’s not be naive - he was asking to attend parties for the obvious reason.

by SilverElfin

2/3/2026 at 3:51:03 PM

[dead]

by computerthings

2/3/2026 at 1:47:10 AM

> X is not the same. Elon is actively spewing his ultraconservative views on that site.

I wonder if Musk would be willing to let a journalist do a deep dive on all internal communications in the same way he did when he took over twitter.

by tasty_freeze

2/3/2026 at 4:13:54 AM

That was not a journalist.

by b40d-48b2-979e

2/3/2026 at 6:07:04 AM

Elon is moderate at best. If a democrat supported cutting the budget, having an actual border to the country, and keeping men out of women's bathrooms you'd get Elon.

by Sparyjerry

2/3/2026 at 12:56:55 PM

If you mean a 1950s Southern Democrat, then yes...

by pavlov

2/3/2026 at 7:36:12 AM

Check out his X feed. He regularly posts unhinged things about white culture, western values, etc that are supremacist and often, lifted from other supremacists. In the last year he became far more radicalized towards the far right. If it was just the things you said I might agree.

by SilverElfin

2/3/2026 at 3:08:14 PM

Toxic = Not a progressive echo chamber. It takes serious blinders to think Twitter is dying any more than the myriad of tech companies operating at losses. And rather than liberals sucking it up and engaging in open disagreements and fire, or attempting tl correct the far right in any way, they flee to blueski (which is actually not doing well). It really is pathetic.

Obligatory disclaimer: I'm not conservative, I dont particularly care for Elon or X or this merger. I just despise intellectual dishonesty and selective outrage.

by jatora

2/3/2026 at 4:19:11 PM

> Toxic = Not a progressive echo chamber

The only intellectual dishonesty is “blaming it on the libs” argument. Ignoring the partisan arguments, the platform was quite literally being used by users to undress women and produce CSAM. [1] Just one of the many examples where you can argue the platform is toxic.

[1] https://www.reuters.com/legal/litigation/grok-says-safeguard...

by darth_avocado

2/3/2026 at 5:30:43 AM

> It also makes it impossible for Twitter/X to die, as it deserves. It is by far the most toxic mainstream social network. It has an overwhelming amount of far right supremacist content.

Twitter also has more (not total, but more) free speech than any other social networking site. For example, you are allowed to discuss empirical research on race, crime and IQ. That would get you rate limited or banned quickly on other websites, including HN.

by cubefox

2/3/2026 at 6:32:07 AM

You literally get shadowbanned for posting the three letters “cis”.

by Doctor_Fegg

2/3/2026 at 3:10:26 PM

Perhaps do not use slurs then? Unless you want to claim that term is ever used without pejorative intent?

by jatora

2/3/2026 at 4:54:03 PM

You can happily say all sorts of vile things - every slur that exists - about every minority on Twitter and not face any issues. But not cis. Why do you think that is? Does that sound like free speech or a biased far right platform manipulating users?

by SilverElfin

2/3/2026 at 5:40:52 PM

> You can happily say all sorts of vile things - every slur that exists - about every minority on Twitter and not face any issues.

This is false, as I pointed out in the neighbor comment.

by cubefox

2/3/2026 at 3:22:09 PM

Apparently my previous reply got shadow banned by HN. Oh the irony. To repeat: the ban of cis was a reaction to the previous ban of t_r_a_n_n_y. If you are fine with the latter ban you should be fine with the former.

by cubefox

2/3/2026 at 8:26:30 AM

[dead]

by cubefox

2/2/2026 at 10:22:03 PM

This isn't really true, though? The ISS does it with radiators that are ~1/2 the area of its solar panels, and both should scale linearly with power?

by dahinds

2/2/2026 at 10:36:52 PM

ISS radiators run on water and ammonia. Think about how much a kg costs to lift to space and you'll see the economics of space data centers fall apart real fast. Plus, if the radiator springs a leak the satellite is scrap.

by alangibson

2/3/2026 at 2:38:19 AM

The point of the Starship program is to drop the cost of a kg going to space significantly - this isn't meant to be launched with rockets that aren't fully reusable.

by trothamel

2/3/2026 at 6:39:01 AM

Even if power cost nothing the limiting factor on data center value creation is distance to where the data is requested. Putting it in space is dumb.

by duped

2/3/2026 at 6:47:41 AM

Not all AI workloads are latency sensitive.

by rlt

2/2/2026 at 10:27:21 PM

The ISS creates radically less heat than a datacenter

by wild_egg

2/2/2026 at 10:30:07 PM

I don't pretend to understand the thermodynamics of all of this to do an actual calculation, but note that the ISS spends half its time in the shadow of the earth, which these satellites would not do.

by IvyMike

2/3/2026 at 1:41:17 PM

The earth is actually a pretty big heat source in space. Solar radiation is a point source, so you can orient parallel to the rays and avoid it. The earth takes up about half the sky and is unavoidable. The earth also radiates infrared, the same as your radiators, so you can't reflect it. Solar light is in the visible spectrum so you can paint your radiators to be reflective in visible wavelengths but emissive in infrared.

Low satellites are still cooler in the Earth's shadow than they would be in unshadowed orbits, but higher orbits are cooler than either. Not where you'd want to put millions of datacenters though.

by hwillis

2/3/2026 at 12:24:58 AM

Wouldn't they?

by smw

2/3/2026 at 1:06:14 AM

You would put these in polar orbits so they are always facing the Sun. Basically the longitude would follow the Sun (or the terminator line, whichever you prefer), and the latitude would oscillate from 90°N to 90°S and back every 24 hours.

by tadfisher

2/3/2026 at 3:05:28 AM

From the linked article:

> By directly harnessing near-constant solar power

Implies they would not spend half of their time in the dark.

by IvyMike

2/3/2026 at 7:43:45 AM

No. Otherwise how would you power them? We could use nuclear power methods, like we did in the Voyagers for instance. But the press release doesn’t mention that and, for a constellation of satellites around the earth, it would be a terrible idea.

by wtcactus

2/3/2026 at 3:00:12 PM

NASA doesn't have enough radioactive material for its current needs, RTG is used only for missions far from Sun (and Earth).

by zvqcMMV6Zcr

2/3/2026 at 1:45:09 AM

Radiator size scales linearly with power but, crucially, coolant power, pumps, etc do not.

Imagine the capillary/friction losses, the force required, and the energy use(!) required to pump ammonia through a football-field sized radiator panel.

by el_nahual

2/3/2026 at 11:48:33 AM

Additionally, I feel like a datacenter is going to produce a LOT more heat than the ISS.

by FinnKuhn

2/2/2026 at 10:28:22 PM

Moving electricity long distance is a lot easier than moving coolant long distances, which puts a soft limit on the reasonable size of the solar array of these satellites. But as long as you stay below that and pick a reasonable orbit it's indeed not too bad, you just have to properly plan for it

by wongarsu

2/3/2026 at 5:53:46 AM

Also, space solar is around 4-8x more efficient (24h/day full sun instead of ~4-8 on Earth), and 40% gain due to no atmospheric loss.

by nomilk

2/3/2026 at 9:23:57 AM

However, you can drive the computer and 100x the solar panels to the middle of nowhere for 1/1,000,000th of the cost.

by blitzar

2/2/2026 at 10:29:48 PM

The ISS isn't consuming and generating megawatts+ of power.

by FireBeyond

2/2/2026 at 10:37:30 PM

Yes but if the solar panel area scales linearly with radiator area, the problem doesn't get worse?

by dahinds

2/2/2026 at 11:27:38 PM

It does if you don't turn off the heat source every 30 minutes or so. Since the "datacenters" are targeted at sun synchronous orbits they have 24/7 heat issues. And they convert pretty much all collected energy into heat as well (and some data, but that's negligible). Those GPUs are not magically not generating heat.

by consp

2/2/2026 at 11:24:14 PM

Wouldn't the panels themselves need cooling too? The ones on earth generate heat while being in the sun.

There are commercial systems that can use open loop cooling (i.e. spray water) to improve efficiency of the panel by keeping the panel at a optimal temp of ~25C and the more expensive closed loop systems with active cooling recovers additional energy from the heat by circulating water like a solar heater in the panel back.

by manquer

2/2/2026 at 11:25:13 PM

I would hope SpaceX is using more efficient solar cells than the ISS

by cowsandmilk

2/2/2026 at 11:37:36 PM

Probably not. The ISS got a solar array upgrade after its initial launch:

https://www.spectrolab.com/company.html

Twenty-five years after the ISS began operations in low Earth orbit, a new generation of advanced solar cells from Spectrolab, twice as efficient as their predecessors, are supplementing the existing arrays to allow the ISS to continue to operate to 2030 and beyond. Eight new arrays, known as iROSAs (ISS Roll-Out Solar Arrays) are being installed on the ISS in orbit.

The new arrays use multi-junction compound semiconductor solar cells from Spectrolab. These cells cost something like 500 times as much per watt as modern silicon solar cells, and they only produce about 50% more power per unit area. On top of that, the materials that Spectrolab cells are made of are inherently rare. Anyone talking about scaling solar to terawatts has to rely on silicon or maybe perovskite materials (but those are still experimental).

by philipkglass

2/2/2026 at 10:49:50 PM

Maybe Karpathy has been hired to design a Full Self Cooling system.

by nhq1298

2/2/2026 at 10:43:37 PM

Setting aside the possibility it's window dressing for a financial bailout, there would be two ways compute in space makes sense:

1) new technology improves vacuum heat radiation efficiency

2) new technology reduces waste heat generation from compute

All the takes I've seen have been focused on #1, but I'm starting to wonder about #2... Specifically spintronics and photonic chips.

by FloorEgg

2/2/2026 at 10:48:07 PM

If you solve 2, heat dissipation goes away on earth too, so what’s the advantage of space

by brandonlovesked

2/2/2026 at 10:58:14 PM

I'm not the best person to make that case as I can only speculate (land cost, permitting, latency, etc). /Shrug

In all the conversations I've seen play out on hacker news about compute in space, what comes up every time is "it's unviable because cooling is so inefficient".

Which got me thinking, what if cooling needs dropped by orders of magnitude? Then I learned about photonic chips and spintronics.

by FloorEgg

2/3/2026 at 1:00:22 AM

If you're considering only viability, the obvious concern would be cooling, yes; because increasingly large radiative cooling systems dominate launch costs because of all the liquid you need to boost into orbit. And one 100MW installation would be 500 times the largest solar power/radiative cooling system we've ever launched, which is the ISS. So get that down 2 orders of magnitude and you're within the realm of something we _know_ is possible to do instead of something we can _speculate_ is possible.

After that frankly society-destabilizing miracle of inventing competitive photonic processing, your goal of operating data centers in space becomes a tractable economic problem:

Pros:

- You get a continuous 1.37 kW/m^2 instead of an intermittent 1.0 kW/m^2

- Any reasonable spatial volume is essentially zero-cost

Cons:

- Small latency disadvantage

- You have to launch all of your hardware into polar orbit

- On-site servicing becomes another economic problem

So it's totally reasonable to expect the conversation to revolve around cooling, because we know SpaceX can probably direct around $1T into converting methane into delta-V to make the economics work, but the cooling issue is the difference between maybe getting one DC up for that kind of money, or 100 DCs.

by tadfisher

2/3/2026 at 1:33:53 AM

Do you mind expanding on "society-destabalizing"?

by FloorEgg

2/3/2026 at 1:57:03 AM

Well, the primary limit on computation today is heat dissipation (the "power wall"). You either need to limit power so your phone or laptop doesn't destroy itself, or pay more to evacuate heat produced by the chips in your data center, which has its own efficiency curve.

If we suddenly lose 2 orders of magnitude of heat produced by our chips, that means we can fit 2 orders of magnitude more compute in the same volume. That is going to be destabilizing in some way, at the very least because you will get the same amount of compute in 1% the data center square footage of today; alternatively, you will get 100-900x the compute in today's data center footprint. That's like going from dial-up to fiber.

by tadfisher

2/3/2026 at 1:44:27 PM

Because everyone knows photonic chips and spintronics can only operate in space?

Other than some libertarian fantasy of escaping the will of the non-billionaire people, the question remains: what is the advantage of putting information systems in space? The only rational answer: to host things that are both globally illegal and profitable.

by svnt

2/2/2026 at 11:08:51 PM

> space is called “space” for a reason.

by twism

2/2/2026 at 11:57:56 PM

you think we don't have enough space on earth for a few buildings? this seems like a purely western cope. China seems perfectly able to build out large infrastructure projects with a land area smaller than that of the continentenal USA

by momoschili

2/3/2026 at 12:39:11 AM

> China seems perfectly able to build out large infrastructure projects with a land area smaller than that of the continentenal USA

China has a land area greater than the USA. (Continental or otherwise.)

by Marsymars

2/3/2026 at 1:54:24 AM

Not true. China 9.6 million square kilometers, USA 9.8 million square kilometers, contiguous 8.1 million.

by usui

2/3/2026 at 2:46:35 AM

You're presumably looking at a source that's including water area. When talking about land area, China > USA > Canada. (As opposed to when including water area, Canada > USA > China)

by Marsymars

2/3/2026 at 12:39:51 PM

Yeah you're right. Good distinction.

by usui

2/3/2026 at 4:29:41 AM

sure, we can neglect the water, but the USA has much more usable flat land than China, and that is a pretty inarguable point.

by momoschili

2/3/2026 at 6:40:25 AM

This is true for all of Elon's space ambition, fwiw.

by duped

2/3/2026 at 2:20:16 AM

1. It's cheaper to make a vacuum on earth around a computer than it is to send a computer into space.

2. That would also presumably work on earth, unless it somehow relied on low-gravity, and would also be cheaper to benefit from on earth.

by TheDong

2/3/2026 at 7:47:20 AM

That’s not what 1 is about.

The problem for 1 is how do you dissipate heat without being in contact with a lower temperature mass.

Creating a vacuum on earth would solve nothing as the heath would still have to escape the vacuum.

by wtcactus

2/3/2026 at 12:07:38 AM

> new technology improves vacuum heat radiation efficiency

Isn't this fixed by blackbody radiation equations?

by tbrownaw

2/3/2026 at 1:44:45 AM

That equation have surface area ? What if new material found to be extremely large surface area to weight ratio to dissipate lots of heat ?

by iamgopal

2/2/2026 at 10:25:44 PM

It's a con, his AI business is failing, so he's rolling it up into the profitable business. Did a similar thing with Twitter.

This is so obvious, but it's so stupid and at this scale that people find it hard to believe.

by nutjob2

2/3/2026 at 5:45:43 AM

If they AI business is failing why did they just do a successful large raise?

by DoesntMatter22

2/3/2026 at 8:11:58 AM

If the AI business is successful why does it keep changing hands? Where are the profits?

by krige

2/4/2026 at 2:48:30 AM

No ai companies have profits yet.

by DoesntMatter22

2/3/2026 at 12:08:17 PM

Your implication is that investors are in some way infallible? Hilarious.

by nutjob2

2/3/2026 at 5:09:49 PM

WeWork or Theranos. Have we forgotten about them?

by yandie

2/3/2026 at 6:47:57 AM

The physical constraints aren’t insane for black body radiators. The engineering to run radiators at 90C in space OTOH…

by kristjansson

2/2/2026 at 10:20:38 PM

Existing satellites manage to keep their equipment that already can consume several kW cool just fine.

You might need space for radiators, but there is plenty space in space.

by pantalaimon

2/2/2026 at 10:32:38 PM

5,000 Starship launches to match the solar/heat budget of the 10GW "Stargate" OpenAI datacenter. The Falcon 9 family has achieved over 600 launches.

The ISS power/heat budget is like 240,000 BTU/hr. That’s equivalent to half of an Nvidia GB200 NVL72 rack. So two international space stations per rack. Or about 160,000 international space stations to cool the 10GW “Stargate” datacenter that OpenAI’s building in Abilene. There are 10,000 starlink satellites.

Starship could probably carry 250-300 of the new V2 Mini satellites which are supposed to have a power/heat budget of like 8kW. That's how I got 5,000 Starship launches to match OpenAI’s datacenter.

Weight seems less of an issue than size. 83,000 NVL72’s would weigh 270 million lbs or 20% of the lift capacity of 5000 starship launches. Leaving 80% for the rest of the satellite mass, which seems perhaps reasonable.

Elon's napkin math is definitely off though, by over an order of magnitude. "a million tons per year of satellites generating 100 kW of compute power per ton" The NVL72's use 74kW per ton. But that's just the compute, without including the rest of the fucking satellite (solar panels and radiators). So that estimate is complete garbage.

One note: If you could afford to send up one of your own personal satellites, it would be extremely difficult for the FBI to raid.

by nerdsniper

2/2/2026 at 10:24:06 PM

Several kW is nothing for a bank of GPUs.

Radiators in space are extremely inefficient because there's no conduction.

Also you have huge heat inputs from the sun. So you need substantial cooling before you get around to actually cooling the GPUs.

by alangibson

2/2/2026 at 10:31:35 PM

you put the radiators and the rest of the satellite within the shade of the solar panels, you can still make the area arbitrarily large

EDIT: people continue downvoting and replying with irrelevant retorts, so I'll add in some calculations

Let's assume

1. cheap 18% efficient solar panels (though much better can be achieved with multijunction and quantum-cutting phosphors)

2. simplistic 1360 W/m^2 sunlight orthogonal to the sun

3. an abstract input Area Ain of solar panels (pretend its a square area: Ain = L ^ 2)

4. The amount of heat generated on the solar panels (100%-18%) * Ain * 1360 W / m ^ 2, the electrical energy being 18% * Ain * 1360 W / m ^ 2. The electrical energy will ultimately be converted to computational results and heat by the satellite compute. So the radiative cooling (only option in space) must dissipate 100% of the incoming solar energy: the 1360 W / m^2 * Ain.

5. Lets make a pyramid with the square solar panel as a base, with the apex pointing away from the sun, we make sure the surface has high emissivity (roughly 1) in thermal infrared. Observe that such a pyramid has all sides in the shade of the sun. But it is low earth orbit so lets assume warm earth is occupying one hemisphere and we have to put thermal IR reflectors on the 2 pyramid sides facing earth, so the other 2 pyramid sides face actual cold space.

6. The area for a square based symmetric pyramid: we have

6.a. The area of the base Ain = L * L.

6.b. The area of the 4 sides 2 * L * sqrt( L ^ 2 / 4 + h ^ 2 )

6.c. The area of just 2 sides having output Area Aout = L * sqrt( L ^ 2 / 4 + h ^ 2 )

7. The 2 radiative sides not seeing the sun and not seeing the earth together have the area in 6.c and must dissipate L ^ 2 * 1360 W / m ^ 2 .

8. Hello Stefan-Boltzmann Law: for emissivity 1 we have the radiant exitance M = sigma * T ^ 4 (units W / m ^ 2 )

9. The total power exited through the 2 thermal radiating sides of the pyramid is then Aout * M

10. Select a desired temperature and solve for h / L (to stay dimensionless and get the ratio of the pyramid height to its base side length), lets run the satellite at 300 K = ~26 deg C just as an example.

11. If you solve this for h / L we get: h / L = sqrt( ( 1360 W / m ^ 2 / (sigma * T ^ 4 ) ) ^ 2 - 1/4 )

12. Numerically for 300K target temperature we get: h/L = sqrt((1360 / (5.67 * 10^-8 * 300 ^ 4)) ^ 2 - 1/4) = 2.91870351609271066729

13. So the pyramid height of "horribly poor cooling capability in space" would be a shocking 3 times the side length of the square solar panel array.

As a child I was obsessed with computer technology, and this will resonate with many of you: computer science is the poor man's science, as soon as a computer becomes available in the household, some children autodidactically educate themselves in programming etc. This is HN, a lot of programmers who followed the poor man's science path out of necessity. I had the opportunity to choose something else, I chose physics. No amount of programming and acquiring titles of software "engineer" will be a good substitute for physicists and engineers that actually had courses on the physical sciences, and the mathematics to follow the important historical deductions... It's very hard to explain this to the people who followed the path I had almost taken. And they downvote me because they didn't have the opportunity, courage or stamina to take the path I took, and so they blindly copy paste each others doomscrolled arguments.

Look I'm not an elon fanboy... but when I read people arguing that cooling considerations excludes this future, while I know you can set the temperature arbitrarily low but not below background temperature of the universe 4 K, then I simply explain that obviously the area can be made arbitrarily large, so the temperature can be chosen by the system designer. But hey the HN crowd prefers the layers of libraries and abstractions and made themselves an emulation of an emulation of an emulation of a pre-agreed reality as documented in datasheets and manuals, and is ultimately so removed from reality based communities like physics and physics engineering, that the "democracy" programmers opinions dominate...

So go ahead and give me some more downvotes ;)

If you like mnemonics for important constants: here's one for the Stefan Boltzman constant: 5.67 * 10^-8 W / m^2 / K ^ 4

thats 4 consecutive digits 5,6,7,8 ; comma or point after the first significant digit and the exponent 8 has a minus sign.

by DoctorOetker

2/2/2026 at 11:01:24 PM

It's really not that simple. See this for a good explanation of why: https://taranis.ie/datacenters-in-space-are-a-terrible-horri...

by perryprog

2/2/2026 at 11:35:40 PM

It all basically boils down to: in order to dissipate heat, you need something to dissipate heat into, e.g. air, liquid, etc. Even if you liquid cool the GPUs, where is the heat going to go?

On Earth, you can vent the heat into the atmosphere no problem, but in space, there's no atmosphere to vent to, so dissipating heat becomes a very, very difficult problem to solve. You can use radiators to an extent, but again, because no atmosphere, they're orders of magnitude less effective in space. So any kind of cooling array would have to be huge, and you'd also have to find some way to shade them, because you still have to deal with heat and other kinds of radiation coming from the Sun.

It's easier to just keep them on Earth.

by tyg13

2/3/2026 at 4:05:11 AM

What you're describing is one of two mechanisms of shedding heat which is convection, heating up the environment. What the long comment above is describing is a _completely_ different mechanism, radiation, which is __more__ efficient in a vacuum. They are different things that you are mixing up.

by eldenring

2/3/2026 at 12:29:15 AM

for a square solar array of side length L, a pyramid height of 3*L would bring the temperature to below 300K, check my calculation above.

people heavily underestimate radiative cooling, probably because precisely our atmosphere hinders its effective utilization!

lesson: its not because radiative cooling is hard to exploit on earth at sea level, that its similarily ineffective in space!

by DoctorOetker

2/3/2026 at 12:39:48 AM

that page has not a single calculation of radiative heat dissipation, seems like he pessimistically designed the satellite avoiding use of radiative cooling which forces him to employ a low operational duty cycle. Kind of a shame to be honest, given the high costs of launching satellites, his sat could have been on for a larger fraction of time...

by DoctorOetker

2/3/2026 at 5:56:52 AM

It seems straightforward to you because you're ignoring everything that makes this not work.

Here's a big one: you can't put radiators in shadow because the coolant would freeze. ISS has system dedicated to making sure the radiators get just enough sunlight at any given time.

by alangibson

2/2/2026 at 10:45:48 PM

That helps with the heat from the sun problem, but not the radiation of heat from the GPUs. Those radiators would need to be unshaded by the solar panels, and would need to be enormous. Cooling stuff in atmosphere is far easier than in vacuum.

by tempestn

2/2/2026 at 11:01:38 PM

Not so. Look at the construction of JWST. One side is "hot", the other side is very, very cold.

I am highly skeptical about data centers in space, but radiators don't need to be unshaded. In fact, they benefit from the shade. This is also being done on the ISS.

by bdamm

2/2/2026 at 11:59:07 PM

That's fair. I meant they would need a clear path to open space not blocked by solar panels, but yes, a hot and cold side makes sense.

The whole concept is still insane though, fwiw.

by tempestn

2/3/2026 at 12:31:29 AM

"I meant they would need a clear path to open space not blocked by solar panels, but yes, a hot and cold side makes sense."

This is precisely why my didactic example above uses a convex shape, a pyramid. This guarantees each surface absorbs or radiates energy without having to take into account self-obscuring by satellite shape.

by DoctorOetker

2/2/2026 at 11:14:10 PM

Look at how many layers of insulation are needed for the JWST to have a hot and cold side! Again, this is not particularly simple stuff.

The JWST operates at 2kw max. That's not enough for a single H200.

AI datacenters in space are a non-starter. Anyone arguing otherwise doesn't understand basic thermodynamics.

by RIMR

2/3/2026 at 1:45:43 AM

The goal of JWST is not to consume as much power as possible, and perform useful computations with it. A system not optimized for metric B but for metric A scores bad for metric B... great observation.

by DoctorOetker

2/3/2026 at 12:36:00 AM

this makes no sense, the radiation of heat from the GPU's came from electrical energy, the electrical energy came from the efficient fraction of solar panel energy, the inefficient fraction being heating of the solar panel, the total amount of heat that needs to be dissipated is simply the total amount of energy incident on the solar panels.

by DoctorOetker

2/3/2026 at 2:11:25 AM

True, the solar panels would need to be enormous too.

by tempestn

2/3/2026 at 6:47:02 AM

Let's say we wanted to train LLaMa 3.1 405B:

[0] https://developer.nvidia.com/deep-learning-performance-train...

Click the "Large Language Model" tab next to the default "MLPerf Training" tab.

That takes 16.8 days on 128 B200 GPU's:

> Llama3 405B 16.8 days on 128x B200

A DGX B200 contains 8xB200 GPU's. So it takes 16.8 days on 16 DGX B200's.

A single DGX (8x)B200 node draws about 14.3 kW under full load.

> System Power Usage ~14.3 kW max

source [1] https://www.nvidia.com/en-gb/data-center/dgx-b200

16 x 14.3 kW = ~230 kW

at ~20% solar panel efficiency, we need 1.15 MW of optical power incident on the solar panels.

The required solar panel area becomes 1.15 * 10^6 W / 1.360 * 10^3 W / m ^ 2 = 846 m ^ 2.

thats about 30 m x 30 m.

From the center of the square solar panel array to the tip of the pyramid it would be 3x30m = 90 m.

An unprecedented feat? yes. But no physics is being violated here. The parts could be launched serially and then assembled in space. Thats a device that can pretrain from scratch LLaMa 3.1 in 16.8 days. It would have way to much memory for LLaMa 3.1: 16 x 8 x 192 GB = ~ 25 TB of GPU RAM. So this thing could pretrain much larger models, but would also train them slower than a LLaMa 3.1.

Once up there it enjoys free energy for as long as it survives, no competing on the electrical grid with normal industry, or domestic energy users, no slow cooking of the rivers and air around you, ...

by DoctorOetker

2/3/2026 at 10:31:08 AM

We're talking past each other I think. In theory we can cool down anything we want, that's not the problem. 8 DGX B200 isn't a datacenter, and certainly not anywhere close to the figures discussed (500-1000tw of ai satellites per year)

Nobody said sending a single rack and cooling it is technically impossible. We're saying sending datacenters worth of rack is insanely complex and most likely not financially viable nor currently possible.

Microsoft just built a datacenter with 4600 racks of GB300, that's 4600 * 1.5t, that alone weights more than everything we sent into orbit in 2025, and that's without power nor cooling. And we're still far from a single terawatt.

by lm28469

2/3/2026 at 10:46:00 AM

it is instructive to calculate the size and requirements for a system that can pretrain a 405B parameter transformer in ~ 17 days.

a different question is the expected payback time, unless someone can demonstrate a reasonable calculation that shows a sufficiently short payback period, if no one here can we still can't exclude big tech seeing something we don't have access to (the launch costs charged to third parties may be different than the launch costs charged for themselves for example).

suppose the payback time is in fact sufficiently short or commercial life sufficiently long to make sense, then the scale didn't really matter, it just means sending up the system described above repeatedly.

by DoctorOetker

2/3/2026 at 12:22:58 PM

I mean yeah if you consider the "scale" to not be a problem there are no problems indeed. I argue that the scale actually is the biggest problem here... which is the case with most of our issues (energy, pollution, cooling, heating, &c.)

by lm28469

2/3/2026 at 1:35:23 PM

The real question is not scale, but if it makes financial sense, I don't have sufficient insight into the answer to that question.

Either it does or it doesn't make financial sense, and if it does the scale isn't the issue (well until we run into material shortages building Elon's Dyson sphere, hah).

by DoctorOetker

2/2/2026 at 10:42:50 PM

> arbitrarily large

Space is not empty. Satellites have to be boosted all the time because of drag. Massive panels would only worsen that. Once you boosters are empty the satellite is toast.

by alangibson

2/3/2026 at 12:45:23 AM

the point wasn't that a 1 m^2 solar panel could theoretically be kept reasonably cool at the cost of a miles long radiator... nono, the point was that you could attain any desirable temperature this way, arbitrarily close to 4K.

for a reasonable temperature (check my comment for updated calculations) the height of a square based pyramidal satellite would be about 3 times the side length of its base, quite reasonable indeed. Thats with the square base of the pyramid as solar panel facing the sun, and the top of the pyramid facing away, so all sides are in the shade of the base. I even halved my theoretical cooling power to keep calculations simple: to avoid a long confusing calculation of the heat emitted by earth, I handicapped my design so 2 of the pyramidal side surfaces are reflective (facing earth) and the remaining 2 side triangles of the pyramid are the only used thermal radiative cooling surfaces. Less pessimistic approaches are possible, but would make the calculation less didactic for the HN crowd.

by DoctorOetker

2/3/2026 at 5:57:23 AM

It seems straightforward to you because you're ignoring everything that makes this not work.

Here's a big one: you can't put radiators in shadow because the coolant would freeze. ISS has system dedicated to making sure the radiators get just enough sunlight at any given time.

by alangibson

2/3/2026 at 7:02:25 AM

The ISS goes into Earth's shadow for ~45 minutes and then in the sun for 45 minutes, in 24/7 repeat;

this system would not be given such an orbit. Its trivial to decrease the cooling capacity of the radiators: just have an emissivity ~0 shade (say an aluminum foil) curtain obscure part of the radiator so that it locally sees itself instead of cold empty space. This would only happen during 2 short periods in the year.

The design issues of the ISS are totally different from this system.

by DoctorOetker

2/2/2026 at 11:30:59 PM

"Satellites have to be boosted all the time because of drag."

On Low Earth Orbits (LEOs), sure, but the traces of atmosphere that cause the drag disappear quite fast with increasing altitude. At 1000 km, you will stay up for decades.

by inglor_cz

2/2/2026 at 10:48:12 PM

I’ve got a perpetual motion machine to sell you.

by adastra22

2/3/2026 at 12:32:25 AM

this isn't even an argument?

by DoctorOetker

2/3/2026 at 1:27:33 AM

> you put the radiators and the rest of the satellite within the shade of the solar panels, you can still make the area arbitrarily large

The larger you make the area, the more solar energy you are collecting. More shade = more heat to radiate. You are not actually making the problem easier.

by adastra22

2/3/2026 at 1:49:15 AM

no the radiator planes are in the shade, so you can increase the height of a pyramidal shaped satellite for a constant solar panel base, and thus enjoy arbitrarily low rest temperatures, check my calculation which I added.

for a target temperature of 300K that would mean the pyramid height would be a bit less than 3 times higher than the square base side length h=3L.

I even handicapped my example by only counting heat radiation from 2 of the 4 panels, assuming the 2 others are simply reflective (to make the calculation of a nearby warm Earth irrelevant).

by DoctorOetker

2/2/2026 at 10:43:32 PM

arbitrarily large means like measured in square km. Starcloud is talking about 4km x 4km area of solar panels and radiative cooling. (https://blogs.nvidia.com/blog/starcloud/)

Building this is definitely not trivial and not easy to make arbitrarily large.

by stingrae

2/3/2026 at 12:47:35 AM

When a physicist says arbitrarily large it could even be in a dimensionless sense. It doesn't matter how small or large the solar panel is:

for a 4 m x 4 m solar panel, the height of the pyramid would have to be 12 m to attain ~ 300 K on the radiator panels. Thats also the cold side for your compute.

for a 4 km x 4 km solar panel the height of the pyramid would be 12 km.

by DoctorOetker

2/3/2026 at 10:30:54 AM

If you thought astronomers were displeased with SpaceX/Starlink before wait until they get wind of this.

by jacquesm

2/3/2026 at 4:57:39 AM

A size like that is going to be completely, absolutely obliterated by micrometeor collisions.

These people are all smoking crack.

by Daishiman

2/2/2026 at 11:30:50 PM

[dead]

by MuskIsAntidemo

2/2/2026 at 10:32:28 PM

I'm not big on this subject, but I understand that heat transfer is difficult in space, because there's little to transfer to. If the solution is just making large radiators, then that means you're sending some big payloads full of radiators. Not to mention all the solar panels needed. I wanna live in sci-fi land too, but I don't see how it makes any sense compared to a terrestrial data center.

by TheGRS

2/2/2026 at 10:34:27 PM

the radiators would be lighter compared to the solar panels, and slightly smaller surface area so you can line them back to back

by eldenring

2/2/2026 at 10:44:14 PM

If someone has a design out there where this works and you can launch it economically on a rocket today, I wanna see that. And then I wanna compare it to the cost of setting up some data centers on earth (which BTW, you can service in real time, it sounds like these will be one-and-done launches).

by TheGRS

2/3/2026 at 11:20:11 AM

The radiators are full of ammonia, they would be the heaviest thing involved. Thousands of gallons of ammonia would have to be launched into space.

by queenkjuul

2/2/2026 at 10:36:55 PM

> keep their equipment that already can consume several kW cool just fine

That's equivalent to a couple datacenter GPUs.

> You might need space for radiators, but there is plenty space in space.

Finding space in space is the least difficult problem. Getting it up there is not easy.

by Aurornis

2/2/2026 at 10:44:25 PM

You can line the solar panels and radiators facing away from each other, and the radiators would take up less surface area. I think maybe the tricky part would be the weight of water + pipes to move heat from the compute to the radiators.

by eldenring

2/2/2026 at 11:04:41 PM

Water is not needed to move heat. Heat pipes do it just fine. There's one in your laptop and one in your phone too. It does scale up.

by bdamm

2/2/2026 at 11:14:53 PM

Interesting, That could surely simplify things.

by eldenring

2/2/2026 at 10:36:41 PM

There's plenty of space in space, but there isn't plenty of space in rocket fairings, nor is there plenty of lift capacity for an unlimited amount of radiators.

by wat10000

2/2/2026 at 10:21:57 PM

> It's extremely difficult to keep things cold in space.

This is one of those things that's not obvious till you think about it.

by umeshunni

2/2/2026 at 11:33:45 PM

It's such bullshit that we've decided this moron and others in his cohort can unilaterally reallocate such vast portions of humanity's labor at their whims.

This is an extremely stupid idea, but because of our shared delusion of capitalism and the idea that wealth accumulation at the top should be effectively limitless, this guy gets to screw around and divert actual human labor towards insane and useless projects like this rather than solving real world problems.

by JeremyNT

2/3/2026 at 7:31:27 AM

I wanted to come and express this thought, but you did that already very well, thanks for that.

I am saddened too by the fact that the system is designed so that people like him can waste a large amount of economic and human capital.

by Wilder7977

2/2/2026 at 10:27:53 PM

Just put a fan in a window.

by pupppet

2/2/2026 at 10:29:03 PM

what makes you believe this?

radiators can be made as long as desirable within the shade of the solar panels, hence the designer can pracitically set arbitrarily low temperatures above the background temperature of the universe.

by DoctorOetker

2/2/2026 at 10:39:46 PM

Radiators can shadow each other, so that puts some kind of limit on the size of the individual satellite (which limits the size of training run it can be used for, but I guess the goal for these is mostly inference anyway). More seriously, heat conduction is an issue: If the radiator is too long, heat won't get from its base to its tip fast enough. Using fluid is possible, but adds another system that can fail. If nothing else, increasing the size of the radiator means more mass that needs to be launched into space.

by c1ccccc1

2/3/2026 at 1:55:48 AM

please check my didactic example here: https://news.ycombinator.com/item?id=46862869

"Radiators can shadow each other," this is precisely why I chose a convex shape, that was not an accident, I chose a pyramid just because its obvious that the 4 triangular sides can be kept in the shade with respect to the sun, and their area can be made arbitrarily large by increasing the height of the pyramid for a constant base. A convex shape guarantees that no part of the surface can appear in the hemispherical view of any other part of the surface.

The only size limit is technological / economical.

In practice h = 3xL where L was the square base side length, suffices to keep the temperature below 300K.

If heat conduction can't be managed with thermosiphons / heat pipes / cooling loops on the satellite, why would it be possible on earth? Think of a small scale satellite with pyramidal sats roughly h = 3L, but L could be much smaller, do you actually see any issue with heat conduction? scaling up just means placing more of the small pyramidal sats.

by DoctorOetker

2/3/2026 at 8:41:37 PM

Kudos for giving a concrete example, but the square-cube law means that scaling area A results in A^(3/2) scaling for the mass of material used and also launch costs. If you make the pyramid hollow to avoid this, you're back to having to worry about heat conduction. You assumed an infinite thermal conductivity for your pyramid material, a good approximation if it's solid aluminum, but that's going to be very expensive (mainly in launch costs).

In reality, probably radiator designs would rely on fluid cooling to move heat all the way along the radiator, rather than thermal conduction. This prevents the above problem. The issue there is that we now need to design this system with its pipes and pumps in such a way that it can run reliably for years with zero maintenance. Doable? Yes. Easy or cheap? No. The reason cooling on Earth is easier is that we can transfer heat to air / water instead of having to radiate it away ourselves. Doing this basically allows us to use the entire surface of the planet as our radiator. But this is not an option in space, where we need to supply the radiator ourselves.

In terms of scaling by instead making many very small sats, I agree that this will scale well from a cooling perspective as long as you keep them far enough apart from each other. This is not as great from the perspective of many things we actually want to use a compute cluster for, which require high-bandwidth communication between GPUs.

In any case, another very big problem is the fact that space has a lot of ionizing radiation in it, which means we also have to add a lot of radiation shielding too.

Keep in mind that the on-the-ground alternative that all this extra fooling around has to compete with is just using more solar panels and making some batteries.

by c1ccccc1

2/2/2026 at 10:40:14 PM

Shading does work; JWST does this. However I don't see how you can make it work for satellite data centers. You would constantly be engaging attitude control as you realigned the panels to keep the radiators in shade. You'd run out of thruster fuel so fast you'd get like a month out of each satellite

by alangibson

2/3/2026 at 1:57:36 AM

attitude control doesn't need to consume propellant, there's reaction wheels.

but you'd rarely ever need it though: it just needs to rotate at a low angular velocity of 1 rotation per year to keep facing the sun.

by DoctorOetker

2/2/2026 at 10:33:14 PM

these same comments pop up every time someone brings up satellite data-centers where people just assume the only way of dissipating heat is through convection with the environment.

by eldenring

2/2/2026 at 10:39:18 PM

No, we just "assume" (i.e. know) that radiation in a vacuum is a really bad way of dissipating heat, to the point that we use vacuum as a very effective insulator on earth.

Yes, you can overcome this with enough radiator area. Which costs money, and adds weight and space, which costs more money.

Nobody is saying the idea of data centers in space is impossible. It's obviously very possible. But it doesn't make even the slightest bit of economic sense. Everything gets way, way harder and there's no upside.

by wat10000

2/3/2026 at 2:34:35 AM

> No, we just "assume" (i.e. know) that radiation in a vacuum is a really bad way of dissipating heat, to the point that we use vacuum as a very effective insulator on earth.

In space or vacuum radiation is the best way to dissipate heat, since it's the only way.

I believe the reason the common person assumes thermal radiation is a very poor way of shedding heat is because of 2 factoids commonly known:

1. People think they know how a vacuum flask / dewar works.

2. People understand that in earthly conditions (inside a building, or under our atmosphere) thermal radiation is insignificant compared to conduction and convection.

But they don't take into account that:

1) Vacuum flasks / dewars use a vacuum for thermal insulation. Yes and they mirror the glass (emissivity nearer to ~0) precisely because thermal radiation would occur otherwise. They try their best to eliminate thermal radiation, a system optimized to eliminate thermal radiation is not a great example of how to effectively use thermal radiation to conduct heat. The thermal radiation panels would be optimized for emissivity 1, the opposite of whats inside the vacuum flask.

2) In a building or under an atmosphere a room temperature object is in fact shedding heat very quickly by thermal radiation, but so are the walls and other room temperature objects around you, they are reheating you with their thermal radiation. The net effect is small, in these earthly conditions, but in a satellite the temperature of the environment faced by the radiating surfaces is 4K, not a temperature similar to the object you are trying to keep cool.

People take the small net effect of thermal radiation in rooms etc, and the slow heat conduction through a vacuum flasks walls as representative for thermal radiation panels facing cold empty space, which is the mistake.

by DoctorOetker

2/3/2026 at 3:48:47 AM

Well no, it’s because conduction/convection into a fluid is so much more effective.

Just look at a car. Maybe half a square meter of “radiator” is enough to dissipate hundreds of kW of heat, because it can dump it into a convenient mass of fluid. That’s way more heat than the ISS’s radiators handle, and three orders of magnitude less area.

Or do a simple experiment at home. Light a match. Hold your finger near it. Then put your finger in the flame. How much faster did the heat transfer when you made contact? Enough to go from feeling mildly warm to causing injury.

by wat10000

2/3/2026 at 3:57:22 AM

Yes, it's so much more effective, ... at sea level Earthly conditions.

by DoctorOetker

2/3/2026 at 4:00:42 AM

What’s more effective: conduction/convection on the ground, or radiation in space?

by wat10000

2/3/2026 at 7:06:56 AM

but thats what you don't get: conduction / convection on the ground is ultimately still radiation to space: you heat up our rivers, soils, atmosphere and the heat is eventually shed... by thermal radiation.

its not exactly good advertisement for conductive or convective heat transfer if its really employing thermal radiation under the hood!

but do you want big tech to shit where you eat? or do you want them to go to the bathroom upstairs?

At some point I'm thinking the large resistance to the idea I am seeing in a forum populated with programmers is the salivation-inducing idea that all that datacenter hardware will eventually get sold for less and less, but if we launch them to space there won't be any cheap devalued datacenter hardware to put in their man-caves.

by DoctorOetker

2/3/2026 at 8:30:01 AM

You have presented a good case from the physics textbook for calculating the radiator size.

However, what do you reckon the energy balance is for launching the 1 GW datacenter components into space and assembling it?

by mrks_hy

2/3/2026 at 10:28:56 AM

I just get tripped up when I see people disbelieve physics, especially laws that have been known for about 150 years!

The economics and energy balance is where I too am very skeptical, at least near term.

Quick back of envelope calculations gave me a payback time of about 10 years, so which is only a single order of magnitude off which can easily accumulate by lack of access to detailed plans.

I can not exclude they see something (or can charge themselves lower launch costs, etc.) that makes it entirely feasible, but also can't confirm its infeasible economically. For example I have no insight of what fraction of terrestrial datacenter establishment cost goes into various "frictions" like paying goverments and lawyers to gloss over all the details, paying permission taxes etc. I can see how space can become attractive in other ways.

Then again if you look at the energetic cost to do a training run, it seems MW facilities would suffice. So why do we read all the noise about restarting nuclear power plants or trying to secure new power plants strictly for AI? It certainly could make sense if governments are willing to throw top dollar at searching algorithmic / mathematical breakthroughs in cryptography. Even if the compute is overpriced, you could have a lot of LLM's reasoning in space to find the breakthroughs before strategic competitors do. Its a math and logic race unfolding before our eyes, and its getting next to no coverage.

by DoctorOetker

2/3/2026 at 1:39:07 PM

I can’t help but notice that you didn’t answer the question.

The resistance to the idea is because it doesn’t make any sense. It makes everything more difficult and more expensive and there’s no benefit.

by wat10000

2/3/2026 at 5:28:09 PM

but I did answer your question: I showed its a false dichotomy: conduction/convection on the ground entails radiation into space.

It's you who didn't answer my question :)

Would you prefer big tech to shit where we eat, or go to the bathroom upstairs?

by DoctorOetker

2/3/2026 at 8:04:09 PM

What false dichotomy? At no point did I even suggest that cooling by convection/conduction on the ground or cooling by radiation in space are the only two possibilities. I am not, despite what one might think, a complete moron. I know that there are more things. You could cool by radiation on the ground. You could cool in space by launching blocks of ice into orbit. You could put your computers on a balloon floating in Neptune and use its atmosphere for cooling.

The reason I'm talking about computers on the ground using the atmosphere for cooling is because that's how things are done right now and that's the obvious alternative to space-based computing.

Why does it matter what I prefer? I'd love to see all industry in space and Earth turned into a garden. I'm not talking about what I want. I'm talking about the economics. I'm asking why so many people are talking about putting data centers in space when doing so would be so much more difficult than putting data centers on Earth. If your argument is that it's more difficult but it's worth the extra effort so we don't "shit where we eat," great, but that's the first time I've ever seen that argument put forth. None of the actual players are making that case.

by wat10000

2/2/2026 at 10:48:36 PM

Additional radiator area means bigger spacecraft, implies more challenge with attitude control. Lower down you get more drag so you use propellant to keep yourself up, higher up you have more debris and the large area means you need to frequently manoeuvre to avoid collisions. Making things bigger in space is not trivial! You can't just deploy arbitrarily large panels and expect everything to be fine.

by verzali

2/3/2026 at 7:35:58 AM

space is vast

they could go near a Lagrange point

there are so many options

heavier boats are also slower to accelerate or decelerate compared to smaller boats, does this mean we should ban container ships? having special orbits for megastructure lanes would seem a reasonable approach.

by DoctorOetker

2/2/2026 at 10:47:19 PM

The radiators would be lighter compared to the solar panels, and slightly smaller surface area so you can line them back to back

I don't think dissipating heat would be an issue at all. The cost of launch I think is the main bottleneck, but cooling would just be a small overhead on the cost of energy. Not a fundamental problem.

by eldenring

2/3/2026 at 12:56:26 AM

If you solved this problem apply at nasa because they still haven't figured it out.

Either that or your talking out of your ass.

FYI a single modern rack consumes twice the energy of the entire ISS, in a much much much much smaller package and you'll need thousands of them. You'd need 500-1000 sqm of radiator per rack and that alone would weight several tonnes...

You'll also have to actively cool down your gigantic solar panel array

by lm28469

2/3/2026 at 2:20:32 AM

eldenring is slightly wrong: for reasonable temperatures the area of the radiating panels would have to be a bit more than 3 times the area of the solar panel, otherwise theres nothing wrong.

No need to apply at NASA, to the contrary, if you don't believe in Stefan Boltzmann law, feel free to apply for a Nobel prize with your favorite crank theory in physics.

by DoctorOetker

2/3/2026 at 3:59:16 AM

Whats your definition for reasonable temp? my envelope math tells me at 82 celsius (right before h100s start to throttle) you'd need about 1.5x the surface area for radiators. Not exactly back to back, but even 3x surface area is reasonable.

Also this assumes a flat surface on both sides. Another commenter in this thread brought up a pyramid shape which could work.

Finally, these gpus are design for earth data centers where power is limited and heat sinks are abundant. In the case of space data centers you can imagine we get better radiators or silicon that runs hotter. Crypto miners often run asics very hot.

I just don't understand why every time this topic is brought up, everyone on HN wants to die on the hill that cooling is not possible. It is?? the primary issue if you do the math is clearly the cost of launch.

by eldenring

2/3/2026 at 7:42:21 AM

I am the person who gave the pyramid shape as a didactic example (convexity means we can ignore self obscuration, and giving up 2 of the 4 triangular side surfaces of the pyramid allows me to ignore the presence of lukewarm earth).

My example is optimized not for minimal radiator surface area, but for minimal mathematical and physical knowledge required to understand feasibility.

Your numbers are different because you chose 82 C (355 K) instead of my 26 C (300 K).

Near normal operating temperatures hardware lifetime roughly doubles for every 10 deg C/K decrease in temperature (this does not hold indefinitely of course).

You still need to move the heat from the GPU to the radiator so my example of 26 deg C at the radiator just leaves a lot of room against criticism ;)

by DoctorOetker

2/3/2026 at 1:37:13 PM

Who’s saying cooling is not possible? Cooling gets brought up because it’s presented as an advantage of putting stuff in space. But it’s not an advantage, cooling is harder in space than on the ground.

by wat10000

2/3/2026 at 3:00:30 PM

I've never seen this argument brought up by anyone serious, not in the above post, not in the space datacenter blog by Google, etc.

The main benefit is that solar panels go from a complicated mess of batteries + permitting to a very stable, highly efficient energy source.

by eldenring

2/3/2026 at 5:04:54 PM

Search "data centers in space" and it gets mentioned constantly. Cooling is even mentioned in this announcement. It's not explicitly described as an advantage for putting things in space, but it states that terrestrial data centers "require immense amounts of power and cooling," and that heavily implies that cooling is less of a problem in space.

by wat10000

2/2/2026 at 11:25:02 PM

The pertinent thing is that it’s not an advantage. It may be doable but it’s not easier than cooling a computer in a building.

by wat10000

2/3/2026 at 2:23:04 AM

The distinction is that you don't need to compete for land area, that you don't cause local environmental damage by heating say a river or a lake, that you don't compete with meatbags for energy and heat dissipation rights.

Without eventually moving compute to space we are going to have compute infringe on the space, energy, heat dissipation rights of meatbags. Why welcome that?!?

by DoctorOetker

2/3/2026 at 2:31:58 AM

How efficient is thermal radiation through a vacuum again?

Sure, it occurs, but what does the Stefan–Boltzmann law tell us about GPU clusters in space?

by defrost

2/3/2026 at 2:37:13 AM

> How efficient is thermal radiation through a vacuum again?

I provided the calculation for the pyramidal shape: if the base of a pyramid were a square solar panel with side length L, then for a target temperature of 300K (a typical back of envelope substitute for "room temperature") the height of the pyramid would have to be about 3 times the side length of the square base. Quite reasonable.

> Sure, it occurs, but what does the Stefan–Boltzmann law tell us about GPU clusters in space?

The Stefan-Boltzmann law tells us that whatever prevents us from putting GPU clusters in space, it's not the difficulty in shedding heat by thermal radiation that is supposedly stopping us.

by DoctorOetker

2/3/2026 at 2:40:55 AM

Is it the required size of the wings for radiative cooling then?

by defrost

2/3/2026 at 2:58:28 AM

Just picture a square based pyramid, like a pyramid from egypt, thats the rough shape. Lets pretend the bottom is square. For thermodynamic analysis, we can just pretend the scale is irrelevant, it could be 4 cm x 4 cm base or 4 km x 4 km base. Now stretch the pyramid so the height of the tip is 3 times the length of the sides of the square base, so 12 cm or 12 km in the random examples above.

If the base were a solar panel aimed perpendicular to sun, then the tip is facing away and all side triangles faces of the pyramid are in the shade.

I voluntarily give up heat dissipation area on 2 of the 4 triangular sides (just to make calculations easier, if we make them thermally reflective -emissivity 0-, we can't shed heat, but also don't absorb heat coming from lukewarm Earth).

The remaining 2 triangular sides will be large enough that the temperature of the triangular panels is kept below 300 K.

The panels also serve as the cold heat baths, i.e. the thermal sinks for the compute on board.

Not sure what you mean with wings, I intentionally chose a convex shape like a pyramid so that no part of the surface of the pyramid can see another part of the surface, so no self-obstruction for shedding heat etc...

If this doesn't answer your question, feel free to ask a new question so I understand what your actual question is.

The electrical power available for compute will be approximately 20% (efficiency of solar panels) times the area of the square base L ^ 2 times 1360 W / m ^ 2 .

The electrical power thus scales quadratically with the chosen side length, and thus linearly with the area of the square base.

by DoctorOetker

2/3/2026 at 10:07:47 AM

Some people on here are such NPCs, you can give them all calculations, numbers and diagrams as to how this is not an impossible concept, and all they will say is "Thermal radiation is not efficient".

You can prove that the lower efficiency can be managed, and they will still say the only thing they know: "Thermal radiation is not efficient".

by oliv5900

2/3/2026 at 10:51:00 AM

don't give up on them ;)

as an example my points almost instantly fell down 15 points, but over the last 11 hours it has recuperated back to just a 1 point drop.

it's not because they don't like to write an apology (which I don't ask for) that they aren't secretly happy they learnt something new in physics, and in the end thats what matters to me :)

by DoctorOetker

2/3/2026 at 1:41:20 PM

Cooling is being presented as an advantage of putting these things in space. Of course the lower efficiency can be managed. But it’s not an advantage. If cooling is harder (which it is) the what’s the point of this whole thing?

by wat10000

2/3/2026 at 11:33:31 AM

So how big are you proposing the solar panel be to be able to provide 1GW to the GPUs? Nearly a square kilometer? With an additional 3 square kilometers of radiators?

Yeah doesn't sound particularly feasible, sorry. Glad you know all the math though!

by queenkjuul

2/3/2026 at 12:33:32 PM

I made an example calculation at https://news.ycombinator.com/item?id=46867402

For a 230 kW cluster: 16 x DGX (8x)B200; we arrived at a 30m x 30m solar PV area, and a 90 meter distance from the center of the solar array to the tip of the pyramid.

1 GW = 4348 x 230 kW

sqrt(4348)= ~66

so launch 4348 of the systems described in the calculation I linked, or if you insist on housing them next to each other:

the base length becomes 30 m x 66 = 1980 m = ~ 2 km. the distance from center of square solar array to the tip of the pyramid became 6 km...

any of these systems would need to be shipped and collected in orbit and then assembled together.

a very megalomaniac endeavor indeed.

by DoctorOetker