alt Hacker NewsThis is a question that analysts don't even ask on earnings calls for companies with lowly earthbound datacenters full of the same GPUs.
The stock moves based on the same promise that's already unchecked without this new "in space" suffix:
We'll build datacenters using money we don't have yet, fill them with GPUs we haven't secured or even sourced, power them with infrastructure that can't be built in the promised time, and profit on their inference time over an ever-increasing (on paper) lifespan.
> This is a question that analysts don't even ask
On the contrary, data centers continue to pop up deploying thousands of GPUs specifically because the numbers work out.
The H100 launched at $30k GPU and rented for $2.50/hr. It's been 3 years since launch, the rent price is still around $2.50.
During these 3 years, it has brought in $65k in revenue.