Google, Amazon, Meta, etc don't have to wait 12 or 24 months for their big data center to open. They already have lots of DCs to cram all the NVidia cards into, right now.
> And Starlink / xAI is going to shoot them into space.
I highly doubt that. They claim they want to shoot them into space, but I don’t believe a word of it until I see it happen (and see it work). It’s no more real than hyperloop.
DCs in space is hype but actually makes no rational sense when you figure the size of radiators you'll need, and while solar cells are more efficient in space, they aren't that much better.
