Keep pulling the thread on Philip Johnston.
Philip Johnston predicts that within five to ten years, at least half of all new compute capacity will be deployed in space.
A single SpaceX Starship launch can deploy 50 StarCloud 3 satellites, delivering a total of 10 megawatts of compute capacity.
Philip Johnston predicts that within 10 years, the annual capital expenditure on in-space infrastructure will be close to $1 trillion.
SpaceX has plans to manufacture its Starship launch vehicle at a rate of three per day.
A square meter of solar panel in space generates eight times more energy than a square meter of solar panel on Earth.
The economic break-even point for building data centers in space occurs when launch costs fall to approximately $500 per kilogram.
The NVIDIA H100 GPU operating on StarCloud One has not experienced a single failure requiring a restart.
StarCloud's business model is to provide space-based infrastructure (power, cooling, connectivity) for customers to deploy their own chips, similar to Equinix.
The most significant business risk for StarCloud is ensuring that computer chips do not have a higher failure rate in space, as a 10% increase would negate all energy cost savings.
StarCloud's infrastructure cost for a space-based data center is less than $5 million per megawatt.
StarCloud's all-in energy cost, including launch, is projected to be significantly less than half a cent per kilowatt-hour in its final operational state.
Inference workloads run on StarCloud's space-based data centers will have a latency of under 50 milliseconds, which is comparable to Starlink.