This article provides an in-depth analysis of Elon Musk's proposed 'space computing power' paradigm, which seeks to harness the free solar energy and vacuum heat dissipation properties of Low Earth Orbit (LEO). This approach aims to drastically reduce the energy and cooling costs associated with AI training and inference, thereby addressing the current bottlenecks in terrestrial AI computing. The core enabler for this vision is Starship’s ultra-low launch cost. While acknowledging its potential economic benefits, the article also details significant technical and economic obstacles, including heat dissipation, radiation protection, and the high costs associated with potential rocket accidents. Wall Street and Silicon Valley capital have responded enthusiastically, with firms like Ark Invest reclassifying SpaceX as a high-growth AI infrastructure company, which has propelled its valuation. However, the space computing sector is fiercely competitive, with giants like Amazon and OpenAI actively pursuing similar ventures. Furthermore, the initiative faces potential regulatory challenges related to orbital debris, spectrum coordination, and space militarization. The article thoroughly evaluates the feasibility of this ambitious 'space dream.'
