"The constellation approach to run AI inference makes sense, but as of today, the economics of launch don't quite work yet. The cost to launch one kilogram into space is currently around $7,000, assuming you can catch a ride on one of SpaceX's Falcon 9 missions."
"Elon's stated goal is around $10 per kilogram, and we need to get there. I believe we'll get there. I think all the pieces are in place. I see that happening, but it's a big, couple orders of magnitude to get to where we need to have an economically viable solution."
"On Earth, cooling a 100kW rack is challenging. In orbit, dispersing heat requires large radiators. But Poon argues the power and heat rejection issues aren't as big a problem as they've been made out to be."
"The satellites will employ a solar array roughly the size of two halves of a tennis court and a radiator about half that. Getting the heat from the chips to the radiators is another matter entirely."
Orbital aims to establish a 10,000-satellite neocloud, but current launch costs hinder feasibility. CEO Euwyn Poon noted that launching one kilogram costs about $7,000. He believes Elon Musk's goal of reducing this to $10 per kilogram is achievable, though significant advancements are needed. Orbital is developing a satellite with substantial power requirements, facing challenges in heat dissipation. Poon remains optimistic about overcoming these issues, emphasizing the importance of solar arrays and radiators in their design.
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