Sam Altman and OpenAI will be fucked thinking orbital data centers aren’t a thing or that it will take a very long time. Just watch all the large AI companies partner with SpaceX for compute in space. • Anthropic: Locked in the entire Colossus 1 supercluster (~300MW+) at roughly $1.25B per month AND actively pursuing multiple gigawatts of orbital AI compute via SpaceX’s satellites • Google: Signed a $920 million-per-month deal for ~110k Nvidia GPUs/compute capacity through 2029 and are in deep talks with SpaceX to launch and test their own orbital data centers. I bet other tech AI companies (Meta, etc.) are also lining up for early access as well… SpaceX’s million-satellite orbital AI constellation, powered by Starship, endless solar, and free vacuum cooling, is going to make this a reality faster than most realize. And anyone who still thinks the best place to put these is on Earth will eventually become compute constrained and left behind. Mark my words.