alt Hacker NewsAs an ignoramus to these things.... there are only just so many Googles though. Having made a significant jump, are they really expected to continue that growth?
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wrsh07 • today at 5:24 PM
Google and friends continue to see increased demand for their wares. The bet is probably that SpaceX is one of the best-placed companies to deliver incremental compute. They've shown they can build data centers fast.
The bet is that demand for AI tokens will continue to grow exponentially. And that SpaceX will be able to deploy and rent out GPUs to serve those tokens faster than anyone else.
The wrinkle is that they are planning to deploy those GPUs in space. That’s what people are most skeptical about, I think!