Musk says that by 2029, orbital compute power could be the only way out for expanding AI capacity. In other words, the electricity and cooling on Earth are already not enough to play this game; if we really want to go for AGI, we’d have to move data centers to space and power them with sunlight.
The timeline is pretty tightly constrained—there are just more than three years left in 2029. With the current pace of rocket reuse and satellite networking, setting up a few test nodes is possible, but making it the main source of compute power is basically just hype. Unless SpaceX’s Starship cost drops by another order of magnitude, this narrative probably won’t become reality until the next cycle.
But the crypto world doesn’t care about any of that—pump it first and talk later. With the combined AI + space storyline stacked together, concept stocks and meme coins are likely to take off early again. Don’t chase the price up—wait for a pullback and see if there’s actually substance.
The timeline is pretty tightly constrained—there are just more than three years left in 2029. With the current pace of rocket reuse and satellite networking, setting up a few test nodes is possible, but making it the main source of compute power is basically just hype. Unless SpaceX’s Starship cost drops by another order of magnitude, this narrative probably won’t become reality until the next cycle.
But the crypto world doesn’t care about any of that—pump it first and talk later. With the combined AI + space storyline stacked together, concept stocks and meme coins are likely to take off early again. Don’t chase the price up—wait for a pullback and see if there’s actually substance.