“未来 3 到 4 年内，世界上最重要的事情将是把数据中心送入太空。” “The most important thing that’s going to happen in the world in the next 3-4 year is data centers in space”
Gavin BakerManaging Partner & CIO, atreidesmgmt
观点原文
“未来 3 到 4 年内，世界上最重要的事情将是把数据中心送入太空。”
“The most important thing that’s going to happen in the world in the next 3-4 year is data centers in space”
AI
相关观点
- 对于那些自信满满地说“太空数据中心在物理和工程上不可行”的评论，我感到非常好笑。 Elon 运营着全球规模最大的两个统一 GPU 集群；SpaceX 负责全球超过 90% 的入轨运力；并且 SpaceX 运营着太阳系中数量最多的卫星星座。十多年过去了，没有任何公司或国家能够像他们那样稳定地实现轨道火箭的回收与重复使用。 他公开表示过：“做 AI 计算的最低成本方式，将是太阳能供电的卫星。” 或许，只是或许，他对“相关物理与经济学的纸笔推演”比你更强一点。甚至很有可能，全球最优秀的一群工程师已经做了远不止“纸笔推演”的分析。也许他们已经想出了某种你这些“银河大脑账号”绞尽脑汁几分钟也想不到的冷却方案。 谷歌 CEO 也认为，“未来十年内，太空数据中心会变得很正常。” 如果你目前既没有运营大型 AI 数据中心，也没有运营大规模卫星集群，也没有让火箭着陆过——那就不要太快、太自信地断定 Elon 和谷歌在这个问题上都错了。 尤其是，当这个想法已经有现实验证——尽管规模很小，但今天太空中确实存在一个可工作的数据中心：Starcloud 的轨道部署刚刚成功训练了一款 LLM。名字顺便说一句，非常棒。 是的，在这些问题上我有偏见，但一如既往，时间会给出答案。 Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operates two of the largest coherent GPU clusters in the world, SpaceX is responsible for over 90% of mass to orbit and SpaceX operates the largest satellite constellation in the solar system. More than 10 years later, no other company or country can consistently land and reuse orbital rockets. He publicly stated that the “lowest cost way to do AI compute will be with solar powered satellites.” Maybe, just maybe, his “pencil and paper analysis of the physics or the economics at play” is superior to yours. There might have even been more than just a “pencil and paper analysis” of the subject done by some of the best engineers in the world. Perhaps they have thought of a cooling solution that has not occurred to the galaxy brain accounts here even after they took several minutes to carefully think about the problem. The CEO of Google also agrees that data centers in space will be “normal” within a decade. If you are not currently operating a large AI datacenter, a large satellite cluster and have not landed a rocket, maybe be a little less quick to confidently assume that Elon and Google are *both* wrong on this topic. Especially when there is a working, albeit very small, datacenter in space *today* - Starcloud’s orbital setup just successfully trained an LLM. Great name btw. Yes, I am biased on these topics and as ever, time will tell.Gavin Baker · 2025/12/10
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