If you are trying to generate a profit, every extra kg puts you further in the red. It still costs over $1000/kg of mass to get into orbit.
But if it's an economic argument, then you need to do the actual math. How big is the radiator? How low could the price to orbit go? How much can you charge per million tokens in 2030?
The reason this is a fake argument is because the validity depends on the math, and nobody advancing the "you can't cool stuff in space" argument is actually doing the math.
Sure, things would be different if the cost was $1/kg, but short of somebody building a space elevator that's just not going to happen.
But are you sure that $100/kg is not competitive? I don't remember all the math, but even their initial AI1 design[1] would throw a lot of profit, if you can sell at the price they offered to Anthropic.
I suspect the price of manufacturing the satellite, plus chips, is the dominating factor, not necessarily the launch costs.
Why wouldn;t you? he delivered on almost everything he promised, just the timeline was a lot later.
we are talking sci-fi things here, these will take time but can be done.
would you rather we bury our heads in the sand and never innovated beyond basics?
A 1GW datacenter with chips operating at 100C (which is probably doable) will need a radiator that has a surface of one square _kilometer_, and this is with all the favorable assumptions. Realistically you'll need about 2x of that.
If you want your DCs to be on a 1000km orbit (for reasonable ping times), you'll be able to _resolve_ these satellites with a naked eye!
Sorry. But this idea is fundamentally unworkable.
Deploy 4,000 and you're at 1 GW. That's 160 launches.
BTW: SpaceX has already manufactured and launched 10,000 Starlink satellites and Falcon 9 launches about 150 times per year. None of this seems unworkable.
Look at the numbers. 1kW of nuclear power capacity on Earth is around $2000, and that's 24/7 guaranteed power. So a 250kW cluster needs $500000 to cover its power demand with near 100% reliability and with some ongoing cost.
And if we're OK with some interruptions, then we can use solar+wind at around $100000 and with essentially no ongoing cost. If we assume the absolutely best projected launch cost of $100 per kg (vs the current one of ~$800), that's just 1 ton of material in space!
So you're off by 2-3 orders of magnitude in cost. And this kind of "it's unprofitable" is actually a fundamental issue.
Now your argument is that it's unprofitable. Here's the calculator: https://andrewmccalip.com/space-datacenters
Specifically, if SpaceX can get the price of a satellite down to $8 per watt (about $2 million USD) then it will compete with terrestrial.
I just don't understand how you can be so certain that they can't do that. I'm not certain that they can, but being certain that it's impossible seems completely evidence-free.
So no, the calculations show that space is NOT feasible unless you want to do that for nefarious reasons: evading regulations, using AI for criminal enterprises, military use, that sort of thing.
Only these applications have the profit margin that even comes close to justifying it.
If you want math then https://andrewmccalip.com/space-datacenters exists. The numbers are grim for orbital DC. Even if you drag the launch cost slider all the way to $1/kg (by the way this is literally sci-fi, per ChatGPT air freight of semiconductors from Taiwan to Ohio costs $9/kg and ocean/train freight costs a bit under $1/kg for a reasonable shipment so good luck with $1/kg to LEO this century) it is still more than twice as expensive as terrestrial DCs.
That sounds absolutely possible. But in any event, we're now arguing a different thing.
The only thing I'm arguing is that cooling is a solved problem. I don't know if SpaceX will ever get the price down so that it is economical. But I'm convinced that there is no universe in which they hit their foreheads and say, "Oh no, we forgot about cooling!"
> No additional mass for liquid cooling loop infrastructure; likely needed but not included
> Thermal: only solar array area used as radiator; no dedicated radiator mass assumed
In hardware and mfg. solvable vs. solved is a big difference. And I too believe that SpaceX's engineers know about radiator panels. But the more cynical interpretation is that whatever the SpaceX engineers think about the technical merits, they are not being asked for that. They are just being asked for a pretext that justifies the xAI acquisition. Elon is also discussing lunar satellite factories that launch the satellites via railgun. Now, is this physically impossible? No, that isn't physically impossible either and I will seriously defend the physical possibility of this. It's not going to happen though.
And you could spend all the engineering costs on building some seriously efficient terrestrial DCs, but somehow all these analyses start with "assume that launch and satellite technology advances manyfold and terrestrial DCs stagnate or become less efficient, then if you squint the two numbers get kinda close."
This is why that calculator, even under extremely optimistic assumptions for orbital, and even if you assume launch is zero, still cannot make it competitive with terrestrial.
> If you assume Starlink satellite $/W
Why would you assume that, given that high power output is not a design goal of Starlink?
ETA: power is absolutely important for Starlink. SNR is very important for shannon capacity and satellite systems are often limited in this respect.
Anyway, my point is that Starlink is not primarily designed to harvest as much solar power as possible the way data center sats are. I'm sure they're not making it inefficient on purpose, but what you're suggesting is like using the cost/W of a solar powered traffic camera to estimate the cost/W of a solar farm. Yes, they both use solar power, but they have entirely different design goals.
Cost is a different matter of course, but it seems incongruous to me that after being confronted with the fact that your power density assumptions were off by a factor of 2x you would continue to insist ChatGPT's weird assumptions about manufacturing costs scaling linearly with mass are accurate. As was already pointed out upthread, even if all the calculator's other assumptions are correct they can turn a profit if they get the per satellite cost (excluding the cost of the GPUs) below $2 million. I think the only big question mark here is launch cost.