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unverified 16 Aug, 11:10

If AI's real bottleneck is power, the next data-center land grab is in orbit

AI's real limit is power, so compute is moving to orbit. Nvidia $NVDA backed Starcloud put the first H100 GPU in space in November 2025 and raised 170 million dollars at a 1.1 billion valuation. It claims a 40 megawatt orbital cluster costs 8.2 million over ten years versus 167 m

The AI story is usually about chips. The harder limit is power, and it is pushing data centers off the planet. Nvidia $NVDA backed Starcloud placed the first H100 GPU in space in November 2025 aboard a 60 kg satellite. In April 2026 it raised 170 million dollars at a 1.1 billion dollar valuation. Starcloud-2 is set to launch before the end of 2026 with roughly 100 times more power. The economics it claims: a 40 megawatt orbital cluster for about 8.2 million dollars over ten years, against roughly 167 million dollars on the ground. Source: CNBC, TechCrunch

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