Tom Giles

The sun only receives roughly one two-billionth

Earth only receives roughly one two billionth of the sun's energy.

So if you want to have something that is, say, a million times more energy than Earth could possibly produce, you must go into space.

And so, this is where it's kind of handy to have a space company, I guess.

Sell the book, as they say.

Easier to cool chips in space, too.

Yes.

Yes, there's definitely no water in space, so you're going to have to do something that doesn't involve water.

Well, you've just got to radiate.

That's right.

So my estimate is that actually the cost of electricity

like the cost effectiveness of AI in space will be overwhelmingly better than AI on the ground.

So I'd say not more than five years from now.

Wow.

And just look at the supercomputers we're building together.

Let's say each one of the racks is two tons.

Out of that two tons, 1.95 of it is probably for cooling.

Just imagine how tiny that little supercomputer is, right?

Each one of these GB300 racks would just be a little tiny thing.

And just electricity generation is already becoming a challenge.