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Elon Musk predicts orbital AI capacity will far exceed ground capacity in 2029
Elon Musk predicted on X that AI and cloud computing capacity deployed in low Earth orbit would far exceed ground-based capacity in 2029. He also expects monthly additions of orbital computing capacity to exceed ground-based additions in 2028. SpaceX has applied for an orbital data-center constellation of up to one million satellites and plans to coordinate data transmission with Starlink.

What to know
- 01
SpaceX's proposed constellation would operate at altitudes of 500 to 2,000 kilometers and include up to one million satellites.
- 02
Ground-based data centers face power shortages, slow grid expansion, land and water constraints, and community opposition.
Why it matters
The forecast concerns future computing infrastructure choices amid growing AI training and inference demand and resource constraints on ground-based data centers.
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