SoftBank's CEO isn't the only one with questions about Elon Musk's orbital data center hype
Not everyone is buying Elon Musk's vision for orbital data centers. Listen on Apple Podcasts Listen on Spotify Not everyone is buying Elon Musk's vision for orbital data centers . Masayoshi Son, the founder and CEO of Softbank, argued at a recent shareholder meeting that building data centers in space won't do much to cut costs and will take too long when "in the battle for AI, the next few years will be far more important than what might happen a decade or so from now."
Key Takeaways
- On the latest episode of TechCrunch's Equity podcast , Kirsten Korosec, Sean O'Kane, and I discussed Son's remarks as part of a broader discussion that included OpenAI's plans for custom chips , chipmaker Groq's new $650 million funding , and much more.
Kirsten noted that it's "very ironic" that Son is playing the skeptic here, given SoftBank's "long history of wild bets."
- I'm proud to announce that TechCrunch is now a neo-cloud, give us all your money.
- You know, I can see this being a business for Groq in the near term.
The question with all of these is how durable is it in the long term.
- But I think Son makes some pretty fair points about: All this stuff we're talking about, even if it all works - and the costs are going to be very, very serious to make it work - this is not happening for years and years and years, so this is not a solution to any immediate problem, as far the current need for data centers goes.
Kirsten Korosec: I just want to point out that SoftBank has a long history of making wild bets.
- So I do think it's an important part of the process that someone who has a pretty high profile is asking that question.
Stats & Key Facts
- #On the latest episode of TechCrunch's Equity podcast , Kirsten Korosec, Sean O'Kane, and I discussed Son's remarks as part of a broader discussion that included OpenAI's plans for custom chips , chipmaker Groq's new $650 million funding , and much more.
On the latest episode of TechCrunch's Equity podcast , Kirsten Korosec, Sean O'Kane, and I discussed Son's remarks as part of a broader discussion that included OpenAI's plans for custom chips , chipmaker Groq's new $650 million funding , and much more. Kirsten noted that it's "very ironic" that Son is playing the skeptic here, given SoftBank's "long history of wild bets." Sean, meanwhile, said that when Musk talks about "making a constellation of satellites - satellites that need to be replaced every few years as well - to make up an 'orbital data center,'" he's just "guaranteeing that much more business" for SpaceX.
Keep reading for a preview of our conversation, edited for length and clarity. Sean O'Kane: Listen, neo-clouds are the new oil, and everybody who wants to make money is pivoting to a neo-cloud. I'm proud to announce that TechCrunch is now a neo-cloud, give us all your money.
I mean, this is the thing you do. Or whether you're SpaceX, where your idea was: I'm gonna build an AI platform that's gonna have an addressable market the size of U.S. GDP, but before we get there, we'll just rent out our compute. And we saw this continue to happen with SpaceX, where it's not as big as the deals that they've struck with Google or Anthropic, but they just signed another deal , [their] first post IPO deal, to rent out compute to another smaller player.
For more details please read the original article at TechCrunch AI.
Continue Learning
Comments
Comments appear only after moderation. Your email identifies your submission to the moderator and is never displayed here.
No approved comments yet.