Orbital Datacenters and the Space-AI Energy Race

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.

Link: Why Scaling AI is Underestimated