Summary of Views on Space Computing •We expect ~5GW space compute capacity by 2028 via ~10k Kessel racks (supply chain ramp 2H27–2028) for SpaceX Space Computing. •Kessel = compact NVL72: 72 Rubin GPUs at ~4,000W TDP each!!!
→ Peak rack power 350–400kW (avg ~280kW for inference)
→ Compressed from conventional 48U into 9U low-and-fat design •Next-gen AI satellite solar likely be upgraded to 350–400kW peak compute (up from AI1’s 210kW solar / 250kW peak) •Hardware: ~60-layer PCB midplane + Amphenol Paladin connectors + PTFE + M9 hybrid (TLPS)
→ Midplane ASP >$20k
→ Single-loop liquid cooling to external radiators •Launch support: 4 operational Starship pads by end-2027 + twice-weekly launches targeted in 2H27 📈 Supply chain: 1) Hon Hai sole assembler; 2) AVC cold plates for the ultra high TDP; 3) Taiflex/EMC for PTFE & M9 CCL; 4) Fositek >50% QD share; 5) Solar Power supply chain: Brave C&H Supply (6538 TT), TSEC (6443 TT) #space# #emc# #nvda# #avc# #PCb# #solar#