Worth understanding why this has been paused - it isn’t because data centres suddenly aren’t needed.
Imperial County has introduced a temporary pause while it reviews how projects of this scale should be approved with concerns centred around electricity demand, water use, environmental impact and local planning rules.
A California county stopped plans for the largest data center in the state.
The large-scale data center was proposed to be built in Imperial County, the hottest and driest county in California.
AI in space isn’t just about building data centres in orbit, it’s about processing data closer to where it’s created.
That’s a very different problem to solve.
$RDW: Al Tadros, Redwire's CTO, was a panelist at the AI in Orbit Executive Conference yesterday, alongside NVIDIA and NASA.
There was a clear consensus during the talk:
Satellites are hitting a bottleneck, they’re generating way more data than we can realistically (safely) transmit or analyze on Earth.
That is why the shift toward space-based edge computing and eventually orbital data centers really matters, for satellites to process data onboard (at the edge) and only send down what actually matters.
Love to see industry leaders working together to tackle the future of AI in space.
One to keep an eye on…
ASML is the only company in the world that makes the EUV machines needed to build the most advanced AI chips.
A reminder that AI is becoming as much a geopolitical race as a technological one (if true)
For space I hold $RKLB $ASTS $RDW $PL, it’s a bit noisy at the minute price wise but bluebird launches were encouraging, cool to know no.37 is in production. Here’s to more de-risking milestones.