AI & Machine Learning

The Sky Becomes a Data Center: The Race to Put AI in Orbit

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The race to deploy AI infrastructure into orbit is accelerating rapidly, with both American and Chinese entities making significant strides. SpaceX, now vertically integrated with xAI, has filed for a million-satellite constellation (Starmind) and secured substantial annualized compute agreements with Anthropic and Google, signaling a shift towards orbital data centers. This development matters because it bypasses terrestrial limitations like land permits and jamming, potentially reshaping the AI infrastructure landscape and impacting hyperscalers facing power constraints on Earth.

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