Baker predicts orbital compute becomes economically viable in two years and takes meaningful share by decade end.
“think on it becomes clear that it is possible, going to work, and economical in the next two years. I think it starts to take meaningful share towards the end of this decade.”
Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings in sun-synchronous orbit.
“It has these solar wings that are probably 500 feet long on each side. You keep it in a sun synchronous orbit.”
Baker specifies orbital compute is rack-sized satellites weighing 3,000 pounds, not building-sized data centers in space.
“A black well rack weighs 3,000 pounds. It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.”
Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings, not giant data centers.
“It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.”
Baker argues TSMC remains a bottleneck even if orbital data centers solve power shortages.
“But even if we solve the shortage of Watts with orbital data centers, the TSM is still a bottleneck. And semi's and semiconductor manufacturing, you have a big advantage if you were ahead.”