Eseandre Mordi
⬤ SpaceX and Tesla are becoming central to a revolutionary orbital AI compute strategy. Musk outlined how satellites with onboard AI processing in sun-synchronous, low-latency orbits will become the cheapest way to generate AI computing power in under three years. The approach marks a major convergence between AI development and space infrastructure.
⬤ Orbital computing sidesteps Earth's power grid limitations entirely. Deploying 1 megaton of satellites yearly, each generating 100 kW from solar panels, would add 100 GW of AI compute capacity annually with zero maintenance costs. These satellites connect directly to Starlink using high-bandwidth laser links, creating a self-sustaining network above Earth's atmosphere.
⬤ The long-term vision includes lunar satellite factories using mass drivers to launch AI satellites without traditional rockets. This system could scale beyond 100 terawatts per year of computing power, representing a massive leap through off-planet manufacturing that breaks free from Earth's resource constraints.
⬤ The strategy shows deeper integration across SpaceX, Tesla, and xAI, merging energy systems, communications infrastructure, autonomous robotics, and intensive AI workloads. This shift toward space-based computing infrastructure could fundamentally transform how large-scale AI capacity is built, with significant implications for the industry's future growth and capabilities.
Eseandre Mordi
