Jun. 30 at 4:47 PM
AI capex is running into the physical world.
The next constraint may not be GPUs or model quality, but electricity, cooling, grid interconnection, and launch economics.
New deep dive: what happens if AI compute starts moving off Earth and orbital infrastructure becomes part of the AI stack?
Touches: data center power demand, SpaceX-style orbital compute, LEO satellites, vacuum cooling, lunar manufacturing, and infrastructure monopoly risk.
Relevant names/themes:
$NVDA $TSLA $GOOGL $AMZN $META
Full video: https://www.youtube.com/watch?v=dbTcLASFbVo
Big question: if terrestrial grids can’t keep up with AI demand, does the market start pricing orbital compute as infrastructure or as sci-fi?