To say the quiet part out loud, I don't think any serious companies have any intention to build a data center in space. There is no benefit in actually trying this. There is however, benefit in saying you'll do it to advance a narrative and distract from the problems terrestrial data centers are facing to an audience that mostly doesn't understand how heat transfer in a vacuum works.
It can be considered as advertising. Like Coca-Cola. Not actually anything new or real most of the time. But keeping the mind-share. Making the company seem like they are on cutting-edge, visionary and futuristic. After all the scam is build on future promises. And not the current day real profits.
Classic misaligned incentives - pretendgineering is far more profitable than building stuff that works reliably and is useful.
We've moved past bullshit jobs to a bullshit economy, which operates by moving money from investors to billionaires and back again, driven by pitch deck thoughts and prayers and implied threats. ("Bail us out or everyone dies.")
I always assume, unfortunately, that once companies start to get to a certain point they become strategic, and military applications comes into play. They then probably get special consideration when it comes to funding and access. All of Musk's efforts certainly fit this paradigm.
Google "atoms for peace." You will find an entire multidimensional cluster of hype ranging from Rickover maneuvering to get a nuclear navy, which seems to work pretty well, but on the way there it created a subsidized nuclear reactor business which was never in the money but for subsidies, loss leaders, and underbids. There was no Golden Age of nuclear power. There were fixed bid contracts that masked cost overruns until they didn't anymore. There was FOMO about Soviet gigantism and (subsidized) European nuclear projects.
Elon is 100% planning to put significant ai compute in space. He is probably planning to do it in a decentralized way.
He has the launch platform (spacex), he has the existing power and data infrastructure (starlink), he has the demand side. (Xai)
Will he succeed? That is different question. Is it possible to add enough power generation and thermal radiative capacity to starlink nodes to bother? Don’t know, but an analysis that fails to answer those two specific engineering questions is useless.
Many of the dumb ideas being hyped in this AI bubble make sense viewed through this lens.
Data centres stirring up opposition? Sell a sci-fi vision that you will move them to Space! And reassure your over-extended investors that the data centre buildout rush you’re committing to isn’t going to get bogged down in protests and lawsuits.
The people hyping this stuff are not stupid, just their real goal (make as much money as possible as quickly as possible) has only a vague relationship to what they claim to be doing.
If Arthur C Clarke was still alive, he would be much in demand as sci-fi frontperson for these.
I think that he had more sense...
At the point, it's beginning to feel a bit like the 419 scam (where you make the details deliberately absurd so as to ward off people inclined to be sceptical early, leaving you with only the easiest marks.) SMRs! Data centres in space! "phD level AIs".
You can short the publicly traded companies that do this.
No, because to do that and not ruin myself I need to know roughly when the double will burst. Just knowing it is a bubble is not enough.
Exactly. I shorted Sears in 2005 when Lampert took over. I knew he was going to drive that company into the ground.
Sears went bankrupt in 2018. It took a long time for the market to catch on.
Most investors can time this aspect of the market accurately enough. It's tough for these people to stand by and watch profit being left on the table for a year or two, though. So they get back in, seeing how long they can leave their hand on the got plate.
Myself, I made the decision to go to cash a while ago, right before the recent AI pullback. Things were going great for a week until I started seeing all that money go unclaimed. I get back in, and the pullback I predicted happens. It was my own conscious decision to look past the gorilla in the room to get more free treats. I'll be fine but this is a good anecdote for how these things unfold.
It is not at all true that "Most investors can time this aspect of the market". This is laughably, absurdly, wrong - as if most people could predict the future. Here's a little advice I sincerely pray you accept : don't trade options.
The market can, as always, remain irrational longer than you can remain solvent, or certainly for longer than _I_ can.
Like, come on, you must understand what a stupid response this is? “There is a bubble” is not a sufficient thesis to, well, do much of anything on.
Really? Logic wouldn't dictate that if I'm up 300% or more over two years and everyone is starting to get jittery about an AI bubble that perhaps I should pull out now and await the pullback? If it happens in a year, and I can buy back in at a 15-20% discount, that is also a return!! Do you hold for possibly another 5%? That doesn't make any sense. Your cash gets 4% a year just waiting--paid monthly.
Yep, taking your winnings if you're up 300% isn't a bad idea, but timing things right on a short is much harder.
Yeah, that you could do, though even then if the timing is sufficiently uncertain you might be in trouble, and it's particularly risky in a time of stubbornly higher-than-ideal inflation. If you happened to have a bunch of Hype-y AI Ltd, then sure, probably. Far less clearly a good idea if you just have the S&P500, though.
It's further complicated by the fact that most of the worst examples of AI hype are not public. Like, if and when the bubble bursts, the hyperscalers will likely get burned, but they're not going to go to zero or anywhere near it.
And that's assuming you already have stocks; it's very different, risk-wise, from shorting or buying puts.
> Your cash gets 4% a year just waiting--paid monthly.
It really doesn't, due to inflation.
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It makes the same amount of sense as a colony on Mars, largely for the same reasons.
Sure you can put people underground, but that’s probably not much fun. Why not just do that on earth?
It's basically nuclear preparedness research.
https://wikipedia.org/wiki/Golden_Dome_(missile_defense_syst...
They should be doing that somewhere inhospitable to prove out the technology and concept. Set up in the arctic and work only with loads of materials that correspond to a starship load.
But then again no one is really serious about Mars.
Is the answer slavery? Once you've been taken to Mars and given your underground living quarters, you're going to be stuck there and not have any option but to carry on working or be thrown out to die on the surface.
Consider what it costs to lift material to orbit. How can it possibly make sense except as a science fair project?
You mean, not very much? Everything about space-based anything is dependent in the short to medium term on Starship making mass to LEO cost about as much as air freight.
Starship, at least as a rapidly reusable second stage, may fail, rockets are hard. But you aren’t really engaging with people’s dreams if you start from “we don’t have access to the technologies that appear to represent a one to two order of magnitude cost shift”.
The only real advantage is 24/7 power without having to use batteries (or some other power supply at night or when cloudy). The way solar prices are going the problem of suppling power when the sun isn’t visible is a real bottleneck.
For 24/7 solar... you are either in a sun synchronous orbit or in a very high orbit.
The sun synchronous are polar orbits ($$$) that are preferred for earth observation (so that the sun is casting the same shadows). As these are polar orbits, the satellite is not overhead all the time and getting a satellite into such an orbit takes a bit of work.
A SpaceX is at about $3k / kg to LEO. The numbers I see suggest a $20k / kg to a polar orbit.
The next option is being far enough out of the way that the earth's shadow isn't an issue. For that, instead of a 500 km sun synchronous orbit, you'd be going to 36,000 km orbit. This is a lot further from the surface, takes a lot more fuel... and it's a geostationary orbit.
However, as a geostationary orbit, these spots are valuable. Slots in this orbit are divided into slots.
https://www.astronomy.com/space-exploration/wealthy-nations-...
> There are only 1,800 geostationary orbital slots, and as of February 2022, 541 of them were occupied by active satellites. Countries and private companies have already claimed most of the unoccupied slots that offer access to major markets, and the satellites to fill them are currently being assembled or awaiting launch. If, for example, a new spacefaring nation wants to put a weather satellite over a specific spot in the Atlantic Ocean that is already claimed, they would either have to choose a less optimal location for the satellite or buy services from the country occupying the spot they wanted.
> Orbital slots are allocated by an agency of the United Nations called the International Telecommunication Union. Slots are free, but they go to countries on a first-come, first-served basis. When a satellite reaches the end of its 15- to 20-year lifespan, a country can simply replace it and renew its hold on the slot. This effectively allows countries to keep these positions indefinitely. Countries that already have the technology to utilize geostationary orbit have a major advantage over those that do not.
Furthermore, the "out of a nations control" - those slots are owned by nations. Countries would likely be very annoyed for someone to be putting satellites there without authorization. Furthermore, they only work with the countries on those areas. They also require spacing to ensure that you can properly point an antenna to that satellite.
Furthermore, geosynchronous orbits have a 0.5 second round trip lag. This could be a problem for data centers.
Misbehaving satellites in the geosynchronous orbit are also of concern ( https://en.wikipedia.org/wiki/Galaxy_15 ).
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Putting things in these orbits is pricy. For LEO, you'd need a lot of them. For geosynchronous, the idea of servicing them is pretty much a "you can't do that" (in 10 - 20 years they use their last fuel and get pushed to a higher orbit and pretty much get forgotten about).
Satellites in geosynchronous orbit are things that need to be especially well behaved because any orbital debris in that area could really ruin everyone's day.
Compute in space doesn't make sense.
I think a prerequisite to doing any really big stuff in space would be fully and rapidly reusable launch rockets, which could get costs down by a couple orders of magnitude.
And geostationary isn't necessary for this. You could go a bit higher or lower and still have 24/7 sunlight. Relay your communications through Starlink or something and you have full connectivity.
That said, I think orbital data centers still don't make sense, for all the reasons described in the article.
Launching into polar orbit takes about an extra 5-10% delta-v, depending on the latitude you launch from. It isn’t going to cost 6x as much.
Is there an orbit which has 24/7 sun and a visibility to same location?
Geosynchronous orbits do not pass through the Earth's shadow as much as you might think. These orbits sit in the same plane as the equator, which is tilted 23.5 degrees when compared to a line from the sun to the earth.
They still pass through the earth's shadow in the weeks around the equinoxes though. Worst case is about 70 minutes of shadow.
That said, it seems more likely to me that there is no requirement to stay over the same spot on the earth, and a lower altitude sun-synchronous orbit would be used.
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The article covers why this doesn’t work in detail.
The real advantage is latency but who really needs that? The military may have some use cases (think remote control of drones and the link between the controllers and satellites) but the use cases are limited
There's one obvious potential application, which is caching of common requests. If something like segments of streams or any CDN contents is cached on the satellite, it reduces communication to a single hop for a large portion of traffic (IIRC, 70% or so?). Storage is very lightweight these days and failure to read cached data is not critical, so putting lots of SSDs on a LEO constellation satellite seems like a no-brainer to me if you're trying to optimize bandwidth usage.
That seems like it would make the most sense on the "last mile". So, adding caches to the LEO satellite ISP birds would be a good idea. I wonder if Kupiter, StarLink, et. al. do that. (And if not, their reasoning against it since they've surely considered it.)
Much like oil companies crowing about their carbon capture or oil from algae projects.
Space datacenters have the dual-use of tracking and weapons targeting which is needed for a robust Golden Dome architecture (immune to comm link jamming, terabit image sensor processing)
Musk is involved in every aspect of Golden Dome.
> Space datacenters have the dual-use of tracking and weapons targeting
Space datacenters aren't going to be equipped with military infrared sensors. They stick out like a sore thumb on the electromagnetic spectrum and the second you test it every peer-power would know it's a military platform. Nevermind the fact that the satellites don't transmit to American C2, so they'd need laggy ad-hoc networking to reach STRATCOM over on Link 16.
> Musk is involved in every aspect of Golden Dome.
SpaceX is the only firm on the planet produces a booster stack with the throw weight to put a usable kinetic weapon in orbit. It's not their first military contract, Musk has been sticking his nose in the NRO projects for years now.
Are you the user forgot-im-old? Your stylometry (and obsession with Musk/SDI) is pretty familiar. https://news.ycombinator.com/threads?id=forgot-im-old
Not sure what you're trying to say
If you're interested in Musk and the Mars Society history as a front for the U.S. military industrial complex, a good start is https://www.mintpressnews.com/pentagon-recruiting-elon-musk-...
And that was written before Musk won the recent Golden Dome contracts, etc.. so very precient
You're talking past everything I said. Do you have any sources for your claim that space based datacenters are dual-use?
Easy: https://www.kratosspace.com/constellations/articles/data-cen...
SDA’s “Battle Management Layer will provide automated space-based battle management through command and control, tasking, mission processing and dissemination” to support time-sensitive kill-chain closure. https://www.sda.mil/battle-management
Golden Dome and future missile tracking and ISR will depend on real -time insights, which requires Edge Computing on orbit, running advanced AI/ML algorithms.” https://unibap.com/news/defense-in-the-foreground
sorry can't help you with your user feuds
The only link that you provided mentioning dual-use satellites is from a Swedish defense contractor at an expo.
Is SDA "tracking and targeting" on consumer satellites, or are they not? Let's narrow this down to your initial claim.
This was my thought the first time I heard these talked about on a podcast where it talked about there being infinite cooling ... and I just kind of face-palmed because it was like, "This is being discussed by people who don't know things about space." We already have places on earth with effectively unlimited solar power and effectively unlimited cooling (though not the same places) but without having to launch stuff into space.
> There is however, benefit in saying you'll do it to advance a narrative
Its almost as if there is good money to be made promoting bad ideas! Theranos, Wework, Tesla, NFTs, Crypto.
To say the even quieter part out loud, datacenters are colonial encampments (like energy projects). Space has no indigenous people to colonize.
Ok, but couldn’t you equally say that about anything constructed by industrialized people in places that used to have lots of non-industrialized people?
Yes. Industrialisation and its aftermath has been quite gruesome for a very long time.