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xAI joins SpaceX

spacex.com

121–130 of 1001 posts

Re: xAI joins SpaceX

#121

I still don't understand the "data center in space" narrative. How are they going to solve the cooling issue?

Maintenance cost must be pretty fucking insane This "Space Datacenter" sounds like biggest bullshit in last decade, which is pretty damn fucking high bar.

There is no maintenance, you have many cheap satellites - if one fails you just deorbit it.

Re: xAI joins SpaceX

#122

I still don't understand the "data center in space" narrative. How are they going to solve the cooling issue?

Cooling a datacenter in space isn't really any harder than cooling a starlink in space, the ratio of solar panels to radiating area will have to be about the same. There is nothing uniquely heat-producing about GPUs, ultimately almost all energy collected by a satellite's solar panels ends up as heat in the satellite. IMO the big problem is the lack of maintainability.

> Cooling a datacenter in space isn't really any harder than cooling a starlink in space

A watt is a watt and cooling isn't any different just because some heat came from a GPU. But a GPU cluster will consume order of magnitudes more electricity, and will require a proportionally larger surface area to radiate heat compared to a starlink satellite.

Best estimate I can find is that a single starlink satellite uses ~5KW of power and has a radiator of a few square meters.

Power usage for 1000 B200's would be in the ballpark of 1000kW. That's around 1000 square meters of radiators.

Then the heat needs to be dispersed evenly across the radiators, which means a lot of heat pipes.

Cooling GPU's in space will be anything but easy and almost certainly won't be cost competitive with ground-based data centers.

Re: xAI joins SpaceX

#124
post #108

> 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. Ultimately, there is a path to launching 1 TW/year from Earth. > My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space. This is so obviously false. Fo…

It's always 2-3 years with this guy

Conveniently, about the amount of time it takes for the average person to forget and/or rematerialize in a new parallel dimension

Re: xAI joins SpaceX

#125
Just a neat bit of financial engineering. You can tell because Elon picked SpaceX instead of Tesla – which would have actually made sense at some level (Optimus Robots + AI). But Tesla is public and so he'd need to follow laws and reporting requirements.

Re: xAI joins SpaceX

#126

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.

Merging SpaceX with a public company like Tesla would create a lot of issues for the classified projects SpaceX does.

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.

Re: xAI joins SpaceX

#127

Either this is a straight up con, or Musk found a glitch in physics. It's extremely difficult to keep things cold in space.

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.

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.

Re: xAI joins SpaceX

#129
Musk always merges his companies when one is suffering:

Twitter/X in xAI

SolarCity into Tesla

xAI into SpaceC

I am just waiting now for Tesla to be acquired by SpaceC as it has run into issues.

Re: xAI joins SpaceX

#130
post #16

Why?

Pre-IPO price padding. xAI is going nowhere but at least for now it has some value. Move it under SpaceX, bump up SpaceX’s valuation and therefore it’s opening IPO price. Then kill xAI and write it off.
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