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https://semianalysis.com/space-dc-tco/(semianalysis.com)The SemiAnalysis AI Space Datacenter TCO Model evaluates the economics, engineering constraints, and supply-demand dynamics of orbital compute. It is used to determine if and when deploying AI datacenters in space becomes cost-competitive with terrestrial alternatives. The model builds a full cost stack from first principles, including launch vehicle physics, thermal rejection limits, and GPU-level cost of ownership. It stress-tests terrestrial power and silicon constraints to model scenarios that would push compute off Earth, comparing costs on a per-GPU, per-PFLOP, and per-token basis.
0 points•by chrisf•1 hour ago