Here's the version of the orbital data center story you keep reading: Elon Musk says space will be the cheapest place to run AI within 36 months. LoneStar announces plans for a lunar data center. NVIDIA's Vera Rubin Space-1 makes headlines.
If we apply the same logic to the issue of orbit, then the assertion made by Musk begins to make a lot of engineering sense.
This is not a trivial matter. On Earth, it's already the biggest limiting factor in the build-out of AI. McKinsey estimates that $6.7 trillion in data center investments will be required by 2030 to support the buildout.
