The Orbital Compute Thesis
Episode 5: The Orbital Compute Thesis: Trading Terrestrial Constraints for Orbital Ones
Space does not bypass constraints. It trades them. After three episodes documenting the terrestrial binding constraints on the AI Supercycle, memory, power, and critical materials, this episode reaches the top of the AI Continuum and examines what happens when serious capital proposes moving compute off the planet.
The episode tests the engineering claims rigorously, from orbital solar physics and thermal management to the latency gap between training and inference workloads. It reviews the key players…
The skinny
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