SpaceX's planned constellation of AI satellites can gain unassailable economies of scale by 2031, becoming cheaper than some current terrestrial data centers, as per fresh numbers crunched by Morgan Stanley. According to Morgan Stanley, SpaceX's compute cost in orbit can fall down to $6.5 per watt per year by 2031 vs. $6.8 per watt per year all-in costs for NVIDIA Blackwell GPU-based terrestrial data centers As we detailed recently, SpaceX has now unveiled its first dedicated satellite design for AI compute. Dubbed the AI1 satellite, it can support up to 150kW of peak compute payload, replete with liquid radiators, meteoride shielding, […]

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Elon Musk was never the gracious sort to let an opportunity to take a jab against his fiercest opponent pass him by. And now that Apple has lobbed a figurative thermonuclear warhead on OpenAI in the form of a damning lawsuit, Musk is using the ensuing social media buzz to land a few choice punches on his nemesis number one, OpenAI's Sam Altman. Elon Musk now believes SpaceX will start deploying AI1 satellites by next year, but wonders if Sam Altman would be able to see the launch, strongly implying that OpenAI's CEO would be in jail by then While […]

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Now that SpaceX shares are trading freely following a historic IPO, one that has made Elon Musk the world's first trillionaire, an expansive partnership with NVIDIA is apparently the next order of business, with Musk publicly professing his desire to deepen the bond between the two mega-companies. It seems SpaceX and NVIDIA are cooking something new, as inferred by NVIDIA's hearty congratulations to SpaceX for a flawless IPO, and reciprocated by Elon Musk with equal effusiveness SpaceX ended today's regular trading session with gains of over 19 percent, which propelled its market cap to $2.11 trillion, and crowned Elon Musk […]

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