NIMBY for data centers is opportunity for SpaceX. When they saturate the demand for communication, data processing demand will be ramping up with no apparent ceiling. The merger between SpaceX and xAI positions them to benefit both from the AI revolution, and from the resistance to it. It's like a hypothetical 19th century textile company that managed to profit from Luddite riots by using them to help move production to Umpa Loompa.
Wouldn't it be cheaper to buy a container ship, convert it to a data center and connect it to a bunch of floating panels?
Do data centers in space actually make sense? I can’t figure out how that’s possible. But some people seem to believe they do(?)
I wouldn’t overthink the SpaceX / xAI thing. Seems to me it’s a pure financing play to blend two companies owned by the same guy that might look meh on their own to the market but have a compelling narrative about “future growth” together.
All so that the same guy who is already quite rich can continue to run his funny-up money roll-up machine, re-capitalize on a bunch of froth and leave other people holding the bag.
Yep. That was my first thought when I saw the SpaceX & xAI merger news.
https://www.wsj.com/tech/bezos-and-musk-race-to-bring-data-c...
https://www.nytimes.com/2026/01/01/technology/space-data-cen...
Is this satire? I can't even tell anymore. If so, bravo.
Space doesn't seem like a good place to build datacenters at all. Cooling is going to be an enormous issue, how do you disperse of heat in a vaccuum? Radiators are very ineffective for cooling.