Submission + - Morgan Stanley Agrees SpaceX Can Deploy 8 Gigawatts of AI Data Center by 2028 (substack.com)
An anonymous reader writes: Adam Jonas projects about 8 Gigawatts of SpaceX AI data center in 2028 and 16 Gigawatts by 2030. Very little of that AI data center comes from AI data centers in space.
Morgan Stanley has this in a 142 page report on SpaceX that has several material inconsistencies between its high-level assumptions about orbital compute scale, mass/payload, capex, and monetization and the known technical specifications for Starship launches, satellite power density, and real-world AI compute deals.
I agree that 8 gigawatts of AI data center is very doable for SpaceX in 2028-2030. They already have the natural gas turbines on order from Doosan in South Korea, all of the APR Energy production and 60-70% of the Solaris mobile turbines. Twelve 380 MW doosan turbines are on order and those are 4.5 GW. 1 GW per year from APR Energy and the Caterpillar joint venture is 6.5 GW plus the 2 Gigawatts that are already installed.
They have shown that they can build faster than anyone else and they have the power supply issues solved with suppliers and contracts for natural gas turbines that are already being installed.
Morgan Stanley has this in a 142 page report on SpaceX that has several material inconsistencies between its high-level assumptions about orbital compute scale, mass/payload, capex, and monetization and the known technical specifications for Starship launches, satellite power density, and real-world AI compute deals.
I agree that 8 gigawatts of AI data center is very doable for SpaceX in 2028-2030. They already have the natural gas turbines on order from Doosan in South Korea, all of the APR Energy production and 60-70% of the Solaris mobile turbines. Twelve 380 MW doosan turbines are on order and those are 4.5 GW. 1 GW per year from APR Energy and the Caterpillar joint venture is 6.5 GW plus the 2 Gigawatts that are already installed.
They have shown that they can build faster than anyone else and they have the power supply issues solved with suppliers and contracts for natural gas turbines that are already being installed.