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Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space
Engineered by Starpath in California.
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Starlight
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Starlight
@StarlightSolar_
Mass produced space solar panels for $11.20/W that deliver in 1 week. Engineered by @StarpathSpace.
Hawthorne, CA Katılım Ekim 2025
59 Takip Edilen1.4K Takipçiler
Power density is and will be a recurring theme in orbital compute, probably until there is a mass driver on the moon.
Ezra Feilden@ezrafeilden
The power density of Vera Rubin is incredible, especially in this form factor. This has a triple benefit for space: - Ruggedization against launch vibration is substantially easier for smaller boards - Volume is hugely constrained on orbital datacenters - Radiation shielding is less massive for smaller payloads If ever you needed external validation that space datacenters are happening, this is it.
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@aaronburnett This is the side of the problem that people dont grasp. Sure you can find a few MW of power here and there through local horsetrading and compromises. What if you need 10 GW? This is the scale that existing power supply chains totally break. Now whay about 100 GW?
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Would love to see an update when you’ve hit 100GWs (hell 10GWs) worth of space data centers in terrestrially low orbit.
As a reminder the space data centers thesis has never been about one data center or the next incremental data center, it’s always been about scaling mostly inference to 10s or 100s of gigawatts annually.
You may be thinking too tiny…
the tiny corp@__tinygrad__
ok ok hear me out. what if we did space datacenters but on earth? like we build them all rugged and good, ready to withstand temperatures, low maintenance, fits on the back of a truck, all ready to go to space, but then we ... don't send them to space. sending things to space is expensive. if we keep them on earth, we can send them to places by truck, which is a lot cheaper than space. i don't know what i was thinking about buying land and building a building. that's so modernist. we have $5M and I thought we needed to raise to amortize the fixed costs of operating a site. it was stressing me out. but then i remembered space datacenters. where we're going, we don't need a site. i mean, yea, we do, and we have to lease it, but we'll lease anything where it's cool, has cheap power, and has fiber. if the public utility decides to rug us and raise prices, no lawyers needed, just fire the gas thrusters! actually we don't even need gas thrusters, we'll put it on a truck and go to the next leased site. the minimum quantity we can do this at is one, and one should only cost like $3M. we have $5M, we don't even need to raise, just build the one, watch it print money, then build the next one with the money. self replicating space datacenters on earth. so yea there's a lot of software work to do to make tinygrad run LLMs at really high tok/s and be ready to deploy for the RDNA5 launch. gotta focus on that. raising money, buying land, and reading utility contracts are rabbit holes. got out just in time. i'm telling you guys, it's the next big thing. space datacenters, but on earth. you heard it here first.
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The orbital compute supply chain is forming right now.
We’ve been mapping the emerging specialist ecosystem to show how orbital data centers will differ, in terms of supply, from traditional satcom. Satcom baselines optimize for RF routing, spectrum efficiency, pointing accuracy, and link availability. Orbital data centers are not primarily a signal-routing endpoint. The spacecraft is an energy conversion and heat-rejection machine wrapped around a compute payload.
The freed mass from ditching the downlink is completely reallocated to solar arrays and radiators, shifting us from an RF-routing architecture to a thermodynamic-optimised one. The triangular bottleneck in orbital compute is the three-way interdependence of solar generation, thermal rejection, and silicon efficiency: any single subsystem can only scale as far as the other two allow, so true power density gains require all three to advance in lockstep, otherwise one becomes the binding constraint.
We built a supply chain map across the full thermodynamic triad (thermal systems, power systems, compute payloads) plus bus/platform and networking & links. (Note: we explicitly exclude end-to-end operators like @SpaceX and @Starcloud_ to focus purely on the specialist enabling layers.)
Suppliers are already responding directly: @RocketLab Lab just launched advanced silicon solar arrays specifically for gigawatt-scale space-based data centers; Starpath debuted ultra-thin @StarlightSolar_ panels, @Redwire is pushing new low-mass ELSA arrays plus Q-Rad deployable radiators; Kepler, Axiom, and others are advancing optical relays and hosted compute nodes.
Talent markets confirm the shift. NVIDIA posted an “Orbital Datacenter System Architect” role. There is also SpaceX and Amazon Leo hiring, and business activity, in silicon packaging, perovskite solar, and optical ISLs.
Capital is following: we found ~$250M deployed into these enabling hardware specialists since January 2025, heavily concentrated in power generation, networking/links, and thermal management.
Reaching target 100 kW/ton power densities will still require major advances in solar arrays and radiator performance, creating narrow but high-conviction white space even as consolidation risks rise.
We imagine a web of specialist suppliers solving narrow thermodynamic problems, working alongside traditional space firms extending flight heritage and compute giants feeding silicon into orbit; though significant consolidation and acquisitions are likely in the next 24-36 months as scale and vertical integration pressures intensify.
We welcome any thoughts or insights on this so please share.
Read the full analysis here, as well as the investment breakdown and and Excel download of our exhibit companies 🧐: research.33fg.com/analysis/orbit…
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@siliconmania_ @jgebbia @zachdive @McDonalds @zach_yadegari @thebrettway @Replit @AkshayNarisetti @gabrieldymowski @Heypocket @aidaxbaradari @Apple @Xbox @netflix @BenAffleck @Variety @Honorglobal @meh_agarwal @ycombinator @speedrun @peterthiel @kennandavison @AnthropicAI @Nike @sama @plmsda @joherkhan @jestonlu @NotionHQ @BernieSanders @arlanr @nozomioai @VitalikButerin @frontiertower @maxmarchione @OtsoVeistera @thetokenco @chrishlad @zehranaqvi @loreobsessed @karpathy @garrytan @SauravShroff_ @rauchg @AniC_dev Yeahhhhhh buddy
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@jgebbia @zachdive @McDonalds @zach_yadegari @thebrettway @Replit @AkshayNarisetti @gabrieldymowski @Heypocket @aidaxbaradari @Apple @Xbox @netflix @BenAffleck @Variety @Honorglobal @meh_agarwal @ycombinator @speedrun @peterthiel @kennandavison @AnthropicAI @Nike @sama @plmsda @joherkhan @jestonlu @NotionHQ @BernieSanders @arlanr @nozomioai @VitalikButerin @frontiertower @maxmarchione @OtsoVeistera @thetokenco @chrishlad @zehranaqvi @loreobsessed references (7/10)
25. @karpathy open-sourced autoresearch. 1 GPU. 100 ML experiments. Overnight (@garrytan)
26. @StarlightSolar_ is ON (@SauravShroff_)
27. @rauchg jiujitsumaxxxing
28. gl finding a more "french 🇫🇷" founder than @AniC_dev
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@Ichaka_001 there's a gigantic fusion reactor called the sun that came for free with our solar system - @StarpathSpace making the lightest weight / lowest payload per kW panels
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we are going to mine Bitcoin in space
hell yes brother
Philip Johnston@PhilipJohnston
The cat is out of the bag: @Starcloud_-2 will be the first to mine 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 in space. This will be a massive industry in itself. Right now, bitcoin mining consumes about 20 GW of power continuously. It makes no sense to do this on Earth, and in the end state, all of this will be done in space. pcmag.com/news/startup-w…
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@RichinVan Steve Jobs created some of the most amazing products ever and we respect him immensely.
His legacy is a part of our inspiration to make the world better with beautiful products.
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@StarlightSolar_ Also, you hilariously took Steve Jobs. Introduction of the MacBook Air reveal almost word for word. I thought this was a parody. Nice!
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Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space
Engineered by Starpath in California.
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@astroteuthis @ToughSf Longer than the average mission. By a lot.
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@StarlightSolar_ @ToughSf Do you have a ballpark estimate for time to 70-80% BOL performance in deep space or MEO?
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If these 3 kW/kg panels can survive outside the protected environment of LEO, then they could do some real good to solar-electric propulsion.
Starlight@StarlightSolar_
Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space Engineered by Starpath in California.
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@StarlightSolar_ @ToughSf Any plans to push the efficiency past 16%? Are your solar cells self annealing?
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@heyellieday We're not gonna stop you! (but we do not recommend)
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Saurav is a generational builder and engineer. It’s been so crazy to see this team quietly build a monster business over the past year, glad i can finally talk about it
Starlight@StarlightSolar_
Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space Engineered by Starpath in California.
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Starlight retweetledi
the most cost effective space solar panel just hit the market after years of refining and relentless hustle from the @StarpathSpace team 🛰️📡
@SauravShroff_ ‘s life mission is solving the physics of deploying compute, satellites + ultimately cities in space
reach out to the team if you’re looking to deploy GWs in orbit
Starlight@StarlightSolar_
Introducing Starlight Air, the world lightest space solar panel. Order today at terawatt.space Engineered by Starpath in California.
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@StarlightSolar_ Wait, so you’re telling me you made a space solar panel that’s lighter than air?
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Thanks @payloadspace for covering our story
payloadspace.com/exclusive-star…
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