Di Yi Cai Jing·2025-11-07 00:36Core Insights - The construction of data centers in space is becoming a viable solution for addressing the energy supply constraints faced by terrestrial data centers, with predictions indicating that energy demand for U.S. data centers will nearly double by 2027 [1][3] Group 1: Industry Trends - Major tech companies, including Google and SpaceX, are exploring the feasibility of building scalable machine learning computing systems in space, with Google's "Suncatcher" initiative leading the charge [3][5] - SpaceX plans to expand its Starlink V3 satellite capabilities to facilitate the construction of data centers in space, while Jeff Bezos anticipates that within the next 10 to 20 years, humans will be able to build gigawatt-scale data centers in space [3][4] Group 2: Technological Advancements - Starcloud is set to launch a satellite equipped with NVIDIA H100 GPUs, marking the first instance of advanced data center GPUs being deployed in space, with the satellite expected to provide 100 times the GPU computing power of previous space computing facilities [4] - The potential for unlimited low-cost renewable energy in space is highlighted as a significant advantage, with Starcloud's data center projected to save 10 times the carbon dioxide emissions compared to terrestrial data centers [4][5] Group 3: Future Projections - Industry experts predict that within the next decade, space could emerge as a primary location for new data centers, with the cost of building these facilities expected to decrease significantly [6][7] - Historical data suggests that by the mid-2030s, launch costs could drop below $200 per kilogram, making the operational costs of space data centers comparable to those of ground-based facilities [6][7]