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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