SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.3)
Summary
* The Space DC is not a diffuse mesh of satellites spread around Earth — it is a constellation of tight orbital clusters, each functioning as a single coherent data center with nodes flying 20–160 km apart.
* This tight-cluster geometry means 60–70% of all terminals by unit count are short-range, low-power, cheap EML-based links, radically favoring direct detection over expensive coherent modules.
* The Space DC is not purely additive demand for the photonic supply chain — it partly