Aaron Burnett (@aaronburnett) - โปรไฟล์ Twitter

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You can dive into the investment implications of what Jensen is saying here: research.33fg.com/analysis/the-t…

Nvidia CEO Jensen Huang in new interview on orbital datacenters: "The challenge of course is that cooling, you can't take advantage of conduction and convection, so you can only use radiation, and radiation requires very large surfaces, but that's not an impossible things to solve. There's a lot of space in space. We're going to go explore it. We're already radiation hardened. We have Cuda in satellites around the world. In the meantime, we're going to explore what is the architecture of datacenters look like in space. It'll take years, but that's ok. I got time." via @theallinpod

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Aaron Burnett@aaronburnett·3m

@sleep_deprivado @SpaceInvestor_D Well said

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Jason Newton@sleep_deprivado·3m

@aaronburnett @SpaceInvestor_D being early feels alot like being wrong

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Space Investor@SpaceInvestor_D·5h

Is Jeff Bezos’ Project Prometheus raising $100 billion for AI manufacturing a 4D chess move for Blue Origin to enter Orbital Data Centers with force? The pieces are clearly lining up.

Sawyer Merritt@SawyerMerritt

NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation. It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles. (via WSJ)

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Aaron Burnett@aaronburnett·11m

@jinseongeo83473 Sustained productivity in space will accelerate all the infrastructure required to make space exploration a reality. Robotics alone leveraging training and inference from space will massively accelerate the human off-planet future.

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Mr. Jin@jinseongeo83473·18m

@aaronburnett Data center.. Let's really go to space.

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Aaron Burnett@aaronburnett·1h

This only gets crazier when you realize SpaceX, Blue Origin and Starcloud have already asked for approval from the FCC to put up another ~110GWs in low earth orbit.

The Kobeissi Letter@KobeissiLetter

BREAKING: The value of US data centers under construction has officially surpassed the value of office buildings under construction for the first time in history. Data centers under construction are up+29% YoY, to a record $45.1 billion. Meanwhile, the value of offices under construction are down -13%, to $43.5 billion, the lowest since October 2015. Since November 2022, when ChatGPT was launched, data center construction is up +228%. Over that same period, office construction is down -38%. AI is reshaping the US economy.

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Sawyer Merritt@SawyerMerritt·1h

NEWS: Jeff Bezos' rocket company Blue Origin has filed an official request with the FCC to launch and operate a constellation of 51,600 AI satellites (orbital datacenters), just two weeks after Amazon filed a formal petition calling on the FCC to deny @SpaceX’s 1 million-satellite proposal for orbiting datacenters, going as far to claim the project would take “centuries” to deploy. Blue Origin's project, called “Project Sunrise,” would include up to 51,600 satellites in low Earth orbit, designed to run AI and cloud computing workloads using constant solar power. The system would primarily use laser (optical) links between satellites. Blue Origin says "space-based data centers could relieve pressure on Earth’s power grids and water usage."

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Aaron Burnett@aaronburnett·1h

@SawyerMerritt @SpaceX Space Race for inference includes companies and nations. Wild 5 years ahead

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Aaron Burnett@aaronburnett·1h

@__Nick__Moran__ 🛰️🛰️🛰️

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Nick Moran@__Nick__Moran__·1h

@aaronburnett 🚀 🚀 🚀

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Aaron Burnett@aaronburnett·1h

@RKLBMan 😂😂

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RocketMan@RKLBMan·1h

@aaronburnett I'll raise them

GIF

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Aaron Burnett@aaronburnett·2h

Chairman (king) of orbital data center age. He's in favor of quote "weird space stuff". I think we are all going to be alright

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Aaron Burnett@aaronburnett·1h

@is_OwenLewis I agree

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Owen Lewis@is_OwenLewis·1h

@aaronburnett Seems like he's the exception to my thoughts about bureaucrats being part of the Great Filter though with that hilarious response he had.

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Aaron Burnett@aaronburnett·1h

@SpaceInvestor_ 😅

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The Space Investor 🚀@SpaceInvestor_·1h

@aaronburnett SpaceX could do the funiest thing..

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Aaron Burnett@aaronburnett·3h

i wonder if Amazon protests this one 🤔

FCC Filing Alerts@fccfilingalerts

🚨🚨 Blue Origin - FCC Docket SAT-LOA-20260310-00118 Blue Origin has filed an application with the Federal Communications Commission seeking authority to launch and operate a large satellite constellation known as Project Sunrise. This system is designed to host orbital data centers to support the increasing demand for artificial intelligence and cloud computing. By placing compute infrastructure in space, Blue Origin aims to provide a sustainable alternative to terrestrial data centers that face physical scaling limits. The proposed constellation includes up to 51,600 satellites operating in sun-synchronous orbits at altitudes ranging from 500 to 1,800 kilometers. To manage data traffic, the system will primarily use optical links and mesh backhaul networks, supplemented by Ka-band spectrum for telemetry, tracking, and command operations. The spacecraft will utilize multiple antenna variations to maintain efficient coverage across various orbital planes. In its filing, Blue Origin requests several regulatory waivers, including exemptions from standard processing round procedures and certain milestone or bond requirements. The company asserts that the project will enhance global compute accessibility and ensure efficient spectrum use. Approval would allow Blue Origin to expand its space infrastructure capabilities to include high-capacity orbital data processing. 🔗 fccalerts.com/api/pdf/658601…

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Aaron Burnett รีทวีตแล้ว

Elon Musk@elonmusk·1h

Cute

Space Investor@SpaceInvestor_D

Kardashev II loading… SpaceX filed for 1M orbital data center satellites Starcloud (NVIDIA-backed) filed for 88K sats Blue Origin just filed for 51K sats. These aren’t sci-fi sketches, they’re FCC filings. First nodes of a solar-harnessing swarm are deploying soon.

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Aaron Burnett@aaronburnett·2h

@SidSuri I’d bet the first to execute on their first approved batch of test sats will be the first to get their next approval. Though I bet they all get a relatively small first approval batch

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Sid Suri@SidSuri·2h

@aaronburnett First come, first served

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Aaron Burnett@aaronburnett·3h

Blue Origin filing for 51k ODC satellites. 3 months ago we suggested that SSO could become a land grab in our analysis. there is a good reason for it. The new space race is all about inference pcmag.com/news/blue-orig…

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Aaron Burnett@aaronburnett·2h

@trengriffin Space Race 2.0 is likely better called the inference race

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Tren Griffin@trengriffin·2h

If you don't plan to launch tens of thousands of data centers in space are you even trying?

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Aaron Burnett@aaronburnett·2h

@SatuNakamoto It’s a legit race but some may have an unfair advantage

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Satu Nakamoto@SatuNakamoto·2h

@aaronburnett 😂🤣 lmao.. everyone is validating Elon's vision!... but, nobody can keep up... The Muskonomy looking comfy!

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Aaron Burnett@aaronburnett·2h

@skorusARK Feels like we may be squeezing through a great filter if we are lucky

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Sam Korus@skorusARK·2h

Another application for tens of thousands of satellites. There are multiple different space races going on. What a time to be alive.

Aaron Burnett@aaronburnett

Blue Origin filing for 51k ODC satellites. 3 months ago we suggested that SSO could become a land grab in our analysis. there is a good reason for it. The new space race is all about inference pcmag.com/news/blue-orig…

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Aaron Burnett@aaronburnett·2h

@is_OwenLewis Mr Carr was made for this moment! There is a non-zero chance that something like this qualifies for great filter designation.

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Owen Lewis@is_OwenLewis·2h

@aaronburnett I'm sure they will. Wouldn't want to be accused of bias against SpaceX or anything 🤣

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Aaron Burnett@aaronburnett·2h

@Chiefs_SpaceX i assume he's got good lawyers.

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Db194@Chiefs_SpaceX·2h

@aaronburnett What he did is genius, actually. Use Amazon to lodge the complaint and BO to seek permission. As if both companies aren't seeking the same goal in the end. Jeff is sneaky. 😂

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Aaron Burnett@aaronburnett·2h

@AyeAye_CAPT there are 3 active applications for more than 1.1M sats in the proliferated constellation approach all in SSO. Steve is welcome to be a skeptic but he'll be wrong.

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Aye Aye CAPT@AyeAye_CAPT·2h

@aaronburnett Past NASA JSC Director, now CEO of Intuitive Machines

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Aaron Burnett@aaronburnett·6h

You can dive into the investment implications of what Jensen is saying here: research.33fg.com/analysis/the-t…

Sawyer Merritt@SawyerMerritt

Nvidia CEO Jensen Huang in new interview on orbital datacenters: "The challenge of course is that cooling, you can't take advantage of conduction and convection, so you can only use radiation, and radiation requires very large surfaces, but that's not an impossible things to solve. There's a lot of space in space. We're going to go explore it. We're already radiation hardened. We have Cuda in satellites around the world. In the meantime, we're going to explore what is the architecture of datacenters look like in space. It'll take years, but that's ok. I got time." via @theallinpod

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Aaron Burnett@aaronburnett·3h

Benefit of space investing is that much of it operates at the edge of our understanding of physics and engineering. So if you get your head wrapped around those first principles you kind of see a decent way into the future. Physics doesn’t care about market sentiment or distribution, truth is truth. It’s also execution risk is elevated.

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Space Investor@SpaceInvestor_D·3h

@aaronburnett you guys really saw all of this coming way ahead of the crowd, well done 🫡

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Space Investor@SpaceInvestor_D·3h

Kardashev II loading… SpaceX filed for 1M orbital data center satellites Starcloud (NVIDIA-backed) filed for 88K sats Blue Origin just filed for 51K sats. These aren’t sci-fi sketches, they’re FCC filings. First nodes of a solar-harnessing swarm are deploying soon.