Analyst: AI datacenter demand will eventually be built in space
TinfoilTricorn · x · 2026-11-11
Supply-chain analyst Jeff Lutz predicts AI/SI datacenter demand will be built in the US first, in other countries if needed, and eventually soon in space. He argues pundits claiming local/state permitting delays will be a lasting major factor are wrong and lack real-world manufacturing experience. Personal prediction, no new data.
More from Infra
- Spotify's viral Claude Code token trick tested: the real ~90% savings, numbers and prompt inside — aakashgupta · 2026-11-11
- One Opus run cost $1.99 — 94% went to reading files, not writing code — aakashgupta · 2026-11-11
- PufferLib: open-source RL library trains 60M samples/sec on one GPU — jsuarez · 2026-11-11
- Rise of ASICs may erode NVIDIA's CUDA moat, commentator argues — bookwormengr · 2026-11-11
- Fable 5.2 tops SemiAnalysis' GDPx chip design leaderboard at 16.4%, but some tasks saw no gains — ycombinator · 2026-11-11
- Tencent's newest flagship Hy4 goes live, co-served by Inferact with open-weight preview — VoidAsuka · 2026-11-11