So is it a physics problem or an economic problem? Sounds to me like you are acknowledging that it is just an economic problem. If it cost $1/kg to get to orbit then this wouldn't be a problem, right? Just make a bigger radiator.
But if it's an economic argument, then you need to do the actual math. How big is the radiator? How low could the price to orbit go? How much can you charge per million tokens in 2030?
The reason this is a fake argument is because the validity depends on the math, and nobody advancing the "you can't cool stuff in space" argument is actually doing the math.
The economics is constrained by physics. AI in space is not viable if it costs $1000/kg to launch to space. Starship promises to cut that down to $100/kg (more if you believe Elon, but most don't), but that's still not competitive.
Sure, things would be different if the cost was $1/kg, but short of somebody building a space elevator that's just not going to happen.
I won't believe less than $100/kg until I see it. I agree with you on that.
But are you sure that $100/kg is not competitive? I don't remember all the math, but even their initial AI1 design[1] would throw a lot of profit, if you can sell at the price they offered to Anthropic.
I suspect the price of manufacturing the satellite, plus chips, is the dominating factor, not necessarily the launch costs.
[1] https://www.spacex.com/spacexai/starmind
Okay any argument about why space is uniquely challenging is going to revolve around physics. Sure it's not literally physically impossible, but we need to explain to people why this is different from shipping the GPUs to Ohio.
If you want math then https://andrewmccalip.com/space-datacenters exists. The numbers are grim for orbital DC. Even if you drag the launch cost slider all the way to $1/kg (by the way this is literally sci-fi, per ChatGPT air freight of semiconductors from Taiwan to Ohio costs $9/kg and ocean/train freight costs a bit under $1/kg for a reasonable shipment so good luck with $1/kg to LEO this century) it is still more than twice as expensive as terrestrial DCs.
But that calculator shows most of the cost is in the satellite. At $8 per watt (or about $2 million per satellite) the cost of orbital compute matches terrestrial.
That sounds absolutely possible. But in any event, we're now arguing a different thing.
The only thing I'm arguing is that cooling is a solved problem. I don't know if SpaceX will ever get the price down so that it is economical. But I'm convinced that there is no universe in which they hit their foreheads and say, "Oh no, we forgot about cooling!"
Note that this calculator is actually quite optimistic for orbital wrt. many things including cooling and effect on launch, as:
> No additional mass for liquid cooling loop infrastructure; likely needed but not included
> Thermal: only solar array area used as radiator; no dedicated radiator mass assumed
In hardware and mfg. solvable vs. solved is a big difference. And I too believe that SpaceX's engineers know about radiator panels. But the more cynical interpretation is that whatever the SpaceX engineers think about the technical merits, they are not being asked for that. They are just being asked for a pretext that justifies the xAI acquisition. Elon is also discussing lunar satellite factories that launch the satellites via railgun. Now, is this physically impossible? No, that isn't physically impossible either and I will seriously defend the physical possibility of this. It's not going to happen though.
And you could spend all the engineering costs on building some seriously efficient terrestrial DCs, but somehow all these analyses start with "assume that launch and satellite technology advances manyfold and terrestrial DCs stagnate or become less efficient, then if you squint the two numbers get kinda close."
It's a fundamental physics problem. You need to have huge radiating surfaces.
A 1GW datacenter with chips operating at 100C (which is probably doable) will need a radiator that has a surface of one square _kilometer_, and this is with all the favorable assumptions. Realistically you'll need about 2x of that.
If you want your DCs to be on a 1000km orbit (for reasonable ping times), you'll be able to _resolve_ these satellites with a naked eye!
Sorry. But this idea is fundamentally unworkable.
The current plan is for 250 kW peak with 160 m^2 radiators. It will weigh about 4 tons so you can pack 25 on one flight of Starship.
Deploy 4,000 and you're at 1 GW. That's 160 launches.
BTW: SpaceX has already manufactured and launched 10,000 Starlink satellites and Falcon 9 launches about 150 times per year. None of this seems unworkable.
Can we solve the fertilizer price problem by hauling it with airplanes? Yes, we can! It's easy, just load the potash fertilizer into an airplane and unload it directly into the traincars. I even designed a neat conveyor belt system to speed up unloading!
Look at the numbers. 1kW of nuclear power capacity on Earth is around $2000, and that's 24/7 guaranteed power. So a 250kW cluster needs $500000 to cover its power demand with near 100% reliability and with some ongoing cost.
And if we're OK with some interruptions, then we can use solar+wind at around $100000 and with essentially no ongoing cost. If we assume the absolutely best projected launch cost of $100 per kg (vs the current one of ~$800), that's just 1 ton of material in space!
So you're off by 2-3 orders of magnitude in cost. And this kind of "it's unprofitable" is actually a fundamental issue.
Okay, so you admit it is possible. Cooling is not the problem. We're making progress.
Now your argument is that it's unprofitable. Here's the calculator: https://andrewmccalip.com/space-datacenters
Specifically, if SpaceX can get the price of a satellite down to $8 per watt (about $2 million USD) then it will compete with terrestrial.
I just don't understand how you can be so certain that they can't do that. I'm not certain that they can, but being certain that it's impossible seems completely evidence-free.
This calcualtor is bullshit (inflated terrestrial costs and underflated orbital costs). It doesn't pass the basic sniff test: $15B for 1GW of terrestrial power is more than enough to build AN ENTIRE 3GWe NUCLEAR POWER PLANT. From scratch. With 75 years of expected life.
So no, the calculations show that space is NOT feasible unless you want to do that for nefarious reasons: evading regulations, using AI for criminal enterprises, military use, that sort of thing.
Only these applications have the profit margin that even comes close to justifying it.