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Data centers in space makes no sense

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Re: Data centers in space makes no sense

#332

Earlier quoted context omitted.

It's exiting the 5th best social network and the 10th (or worse) best AI company and selling them to a decent company. It probably increases Elon's share of the combined entity. It delivers on a promise to investors that he will make money for them, even as the underlying businesses are lousy.

> 10th (or worse) best AI company You might only care about coding models, but text is dominating the market share right now and Grok is the #2 model for that in arena rankings.

Grok is losing pretty spectacularly on the user / subscriber side of things.

They have no path to paying for their existence unless they drastically increase usage. There aren't going to be very many big winners in this segment and xAI's expenses are really really big.

Re: Data centers in space makes no sense

#333

Earlier quoted context omitted.

My guess is it’s just another example of his habit of trying to use one of his companies to manufacture demand for another of his companies’ products. Specifically: Starship makes no economic sense. There simply isn’t any pre-existing demand for the kind of heavy lift capacity and cadence that Starship is designed to deliver. Nor is there anyone who isn’t currently launching heavy payloads to LEO but the only thing h…

There might be a lot of induced demand from starship. I’m sure defense is a big one.

No, but really, where will it come from?

If (as seems to be the case) nobody can identify a specific source of latent demand that is large enough to soak up the two order of magnitude increase in the supply of heavy lift launch capacity that Elon wants to deliver, then that strongly suggests that SpaceX does not actually have a business plan for Starship. Or at least, not a business plan that’s been thought through as clearly as a $5 billion (and counting) investment would warrant.

“Defense” is not nearly specific enough to count as an answer. What kind of defense application, specifically, do you have in mind, and why does it need specifically this kind of heavy lift capacity to be viable?

Re: Data centers in space makes no sense

#334
I was listening to a podcast featuring Gavin Baker and he went on and on about models being defined in generations, and we will be moving from Blackwell generation to Rubin generation soon and it will be awesome. This is not something I know a lot about and he sounds like an expert I could learn so much from.

Then he talked about datacenters in space and this is something I have some appreciation for, and I immediately knew he couldnt have done much Physics, and sure enough, I was right.

There are "experts" out there who basically have no idea what they are talking about, "it is absolute zero in space in the shadow!", as though radiative cooling is that effective.

And that's not even talking about part failures. How do we replace failed parts in space? This is a scam, but everybody is afraid to openly challenge eloquent "experts" who are confidently wrong.

Re: Data centers in space makes no sense

#335
post #284

Earlier quoted context omitted.

You don’t even need the desert. Just put it in India and use coal power or whatever. AI training doesn’t care about latency to the data centre, so you could put it anywhere, as long as it is cheap.

I mean, I'd prefer they used some form of renewable energy. But there should be plenty of options once you start actually optimising for the same use-case as space data centres. Many places have very predictable wind (especially off-shore, which gives you bonus access to cooling water). Or maybe you could set up small hydro power schemes along remote rivers.

After the last round of this a few weeks/months ago I realized: Assuming the investors for this are too stupid to do the figures seen here themselves is folly. So, they must be factoring in something else-

Perhaps space based DCs allow for expansion into ITAR controlled countries and/or sanctioned countries/individuals.

Maybe throw in the fact that nobody can REALLY verify system behavior once its up there. So NSA/CIA etc sure are chomping at the bit to allow it.

I'm sure there's others I haven't thought of- probably less outlandish/tinfoily as well.

Re: Data centers in space makes no sense

#337

> Kessler syndrome: a cascading explosion of debris crippling our access to space I'm taking the parts of this write-up I don't have expertise with a grain of salt after seeig this. Kessler cascades are real. Particularly at high altitudes. They're less of a problem in LEO. And in no case can they "[cripple] our access to space." (At current technology levels. To cripple access to space you need to vaporise material…

Yep. I'm no fan of Elon - exactly the opposite, in fact - but this is just someone trying to look smart and eco-friendly by doing the simplest, least ambitious, most obvious and surface-level analysis.

The sentence you mention was indeed a give away, but there are many others. Worst case scenario, nothing works and Elon burns a bunch of money, part of which goes into jobs and research. Best case scenario, we actually move away from technologies from the 50's and end up with daily, cheap earth-to-low-orbit (ideally something better than that - how about the moon?), no more whining about energy costs, and laser communication IRL. That's just the obvious stuff.

Being "realistic" and "having a budget" is what companies like Google do. That's all good, but we have enough of those already.

Re: Data centers in space makes no sense

#338
post #235

Earlier quoted context omitted.

I'm confused about the level of conversation here. Can we actually run the math on heat dissipation and feasibility? A Starlink satellite uses about 5K Watts of solar power. It needs to dissipate around that amount (+ the sun power on it) just to operate. There are around 10K starlink satellites already in orbit, which means that the Starlink constellation is already effectively equivalent to a 50 Mega-watt (in a rou…

It's like this. Everything about operating a datacenter in space is more difficult than it is to operate one on earth. 1. The capital costs are higher, you have to expend tons of energy to put it into orbit 2. The maintenance costs are higher because the lifetime of satellites is pretty low 3. Refurbishment is next to impossible 4. Networking is harder, either you are ok with a relatively small datacenter or you have…

>1. The capital costs are higher, you have to expend tons of energy to put it into orbit

putting 1KW of solar on land - $2K, putting it into orbit on Starship (current ground-based heavy solar panels, 40kg for 4m2 of 1KW in space) - anywhere between $400 and $4K. Add to that that the costs on Earth will only be growing, while costs in space will be falling.

Ultimately Starship's costs will come down to the bare cost of fuel + oxidizer, 20kg per 1kg in LEO, i.e. less than $10. And if they manage streamlined operations and high reuse. Yet even with $100/kg, it is still better in space than on the ground.

And for cooling that people so complain about without running it in calculator - https://news.ycombinator.com/item?id=46878961

>2. The maintenance costs are higher because the lifetime of satellites is pretty low

it will live those 3-5 years of the GPU lifecycle.

Re: Data centers in space makes no sense

#339
Just like an idea of using an oil-powered carriage instead of a good'ol horsie was in 1910.

Listen, I totally agree, the tech makes absolutely no sense. It does not. But the fact that someone is willing to spend money on figuring this out is pretty good. The worst thing is going to happen, we'll have a cheaper space travel. And let the guys to have the first hit at it, wasting money on an enormous amount of research needed.

Ain't my money being spent.

As long as we don't have to use Russian rockets to send the US payload to the orbit, I'm cool with it.

Re: Data centers in space makes no sense

#340

Earlier quoted context omitted.

> 10th (or worse) best AI company You might only care about coding models, but text is dominating the market share right now and Grok is the #2 model for that in arena rankings.

Grok is losing pretty spectacularly on the user / subscriber side of things. They have no path to paying for their existence unless they drastically increase usage. There aren't going to be very many big winners in this segment and xAI's expenses are really really big.

I really wonder what will happen when the AI companies can no longer set fire to piles of investor money, and have to transition to profitability or at least revenue neutrality - as that would entail dramatically increasing prices.

Is the plan to have everyone so hopelessly dependent on their product that they grit their teeth and keep on paying?

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