Orbital Datacenters and the Space-AI Energy Race
Published on 10.02.2026
Why Scaling AI is Underestimated: Orbital Datacenters, Lunar Energy, and the Space Infrastructure Race
TLDR: The AI Supremacy newsletter argues that terrestrial energy infrastructure cannot keep up with exponentially growing AI compute demands, and that orbital datacenters powered by space-based solar energy are not just science fiction but an emerging infrastructure race. SpaceX, Blue Origin, Google, and China are all positioning themselves as players in what could become the most consequential infrastructure buildout in human history.
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