Core Viewpoint - The demand for electricity due to AI training and inference is surging, leading to strain on power grids globally, prompting major companies like Nvidia and Google to shift their focus towards space-based data centers [1][3]. Group 1: Nvidia and Starcloud's Initiatives - Nvidia, in collaboration with its invested startup Starcloud, successfully launched the first space data center satellite equipped with H100 chips using SpaceX's Falcon 9 rocket [3]. - The satellite will test complex tasks such as real-time analysis of Earth observation data and running AI models, with plans for a second-generation satellite launch in 2026 and a 40 MW data center in space by the early 2030s [3]. Group 2: Cooling and Resource Efficiency - Starcloud's co-founder, Philip Johnston, stated that space data centers will significantly reduce the burden on Earth, particularly in terms of electricity and water supply, as they utilize infrared radiation for cooling instead of evaporating freshwater [5]. Group 3: SpaceX's Role - SpaceX is also actively developing space data centers, with CEO Elon Musk announcing plans to start launching the next generation of Starlink satellites in early 2026, which will serve as a foundation for space data centers [7]. Group 4: Google's Space Data Center Plans - Google announced its "Project Sun Catcher," aiming to relocate AI data centers to space, utilizing a satellite constellation to create an orbital computing platform equipped with TPU processors and optical communication systems [11]. - The first experimental devices are expected to launch in early 2027, with projected launch costs potentially dropping below $200 per kilogram by the mid-2030s, making space data centers cost-competitive with terrestrial counterparts [11]. Group 5: Challenges and Risks - Despite the optimism surrounding space data centers, analysts highlight several challenges, including risks from radiation, space debris, and solar flares that could disrupt communications [15].