Data Centers In Space

topic on 5 shows · 9 statements across 8 episodes

Cheeky Pint Invest Like the Best Sourcery Big Technology All-In

9 statements about Data Centers In Space, every show

SOURCERY Opinion
Desai: Space-based data centers are physically possible and could succeed
“So physics-wise, at least from what I have read, It seems like it is, there is a non-zero chance of it succeeding, meaning it will succeed once you put enough attention, resources, focus on it, and like we saw some of the frontier labs, you saw that SpaceX sai…”
CJ Desai Jul 20, 2026 ▶ 35:58 Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
BIG TECHNOLOGY Prediction Open · timeframe May 2036
Costolo: Space data centers are at least 10 to 12 years away
“It's let's at least let's at least agree that it's at least 10 or 12 years away.”
Dick Costolo May 27, 2026 ▶ 12:10 Predicting the SpaceX, OpenAI, and Anthropic IPOs — With Dick Costolo
CHEEKY PINT Disclosure
Pichai: Google is exploring deploying data centers in space
“We're in the earliest stages of thinking about data centers in space right, but to your earlier discussion on constraint inspires creativity.”
Sundar Pichai Apr 7, 2026 ▶ 36:48 The history and future of AI at Google, with Sundar Pichai
ALL-IN Disclosure
Huang: Nvidia is exploring space data center architectures, which will take years
“We're going to explore what is the architecture of data centers look like in space, and it'll take years.”
Jensen Huang Mar 19, 2026 ▶ 48:42 Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
BIG TECHNOLOGY Assertion Not checkable as stated
Morris: SpaceX told investors it wants an IPO to build space data centers
“The most logical reason is that SpaceX, one of the reasons that have been given privately to investors for wanting to IPO SpaceX is that it needs to raise money so that it can develop and build data centers in space.”
Stephen Morris Feb 2, 2026 ▶ 49:49 The Anthropic Rocketship, AI’s Spending Limits, SpaceX IPO
SOURCERY Prediction Not checkable as stated
Maguire: Space-based data centers will become absolutely giant
“The public doesn't yet Like, the public hasn't yet gotten to see the full argument, like, hasn't gotten to see the math, but I'll just say, like, I think the math is really compelling, and I think data centers in space are, and I was on TBPN maybe six months a…”
Shaun Maguire Jan 28, 2026 ▶ 5:17 Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
SOURCERY Prediction Held up
Wright: Space Data Centers Are Inevitable to Power Lunar and Martian Bases
“This is actually a debate that we have in terms of how soon it's going to happen, but it's definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about and you know, a lot of this is public, but what SpaceX is talk…”
Dan Wright Jan 26, 2026 ▶ 7:23 Data Centers in Space? Armada’s CEO on SpaceX and the Edge · Sourcery with Molly O'Shea
INVEST LIKE THE BEST Prediction Not checkable as stated
Space-based data centers will dominate technology infrastructure within four years
“I think the most important thing that's going to happen in the world, in this world, In the next three to four years is data centers in space.”
Gavin Baker Dec 9, 2025 ▶ 52:10 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
INVEST LIKE THE BEST Prediction Open · timeframe Dec 2031
Space-based data centers will represent a majority of deployed megawatts within six years
“If Taiwan Simi opens up at the same time when, you know, data centers in space relieve all power constraints, but that's like, I don't know, five, six years away that data centers in space are a majority of deployed megawatts.”
Gavin Baker Dec 9, 2025 ▶ 1:01:06 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

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