πππMasayoshi Son's remarks on SpaceX is grounded in reality. He said that the heavily touted advantage of free solar power in space is a financial illusion.
According to Son, electricity represents only 7% of AI data centre operating costs while the remaining 93% is dominated by expensive hardware like AI chips.
For Son, the massive premiums required for rocket launches, mechanical maintenance in a vacuum and latency delays completely wipe out any nominal power savings.
Son believes the AI war will be decided on Earth over the next few years, rendering decade long space based moonshots a costly distraction.
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