00:00Was there any actual significant data we know that this will help speed things up for his companies?
00:06Well, I think a lot of, you know, just like with Elon Musk and how he usually does things,
00:11there were a lot of promises, right? One thing that I took particular note of was, you know,
00:17how much this was going to benefit his data center in space project that they've been touting for
00:23some time now. And what we know is ultimately driving the planned IPO for SpaceX that may or
00:30may not occur later this year. We did get a rendering of what one of those data center satellites would
00:36look like. And so from what I understand, you know, these chips will be a big factor in making
00:42those data center satellites a reality. Ed, to you, because, of course, you're also our SpaceX Tesla
00:49reporter as well as being on TV with me, luckily. Ed, talk to me about how you put it in
00:55the very
00:55top headline. This is trying to do everything all under one roof. We've never really seen this
01:00before in the chip industry. Yeah. So having logic, which is GPU, CPU, the GPUs go into the orbital
01:06data center that Lauren outlined, memory and packaging. The industry doesn't work like that.
01:11And for good reason. They're done by specialists, essentially as separate industries because the
01:15raw materials are completely different and the processes are completely different. So it's not
01:19just the scale that's unprecedented. It's the approach. To give you an idea of that, Elon Musk
01:24is saying the facility will start at about 100,000 wafers a month. A lead edge fab right
01:30now probably does 30 to 100,000. And then they want to scale up to 1 million a month. So
01:36that's
01:36about 70 percent of TSMC's global output. The footprint is kind of insane. So there's a lot
01:41of questions on how they'll fund it. And they basically said we don't know yet, but it's going
01:45to cost a lot of money. Lauren, the other thing as well is like 80 percent, I think,
01:50was the figure. I mean, you had the honor of staying up over the weekend and watching the
01:54full presentation. But like we're showing on the screen now the bigger picture, which
01:58is the design for the orbital data center satellite form factor carried by Starship.
02:03But what Musk was saying was that the vast majority of activity will be to serve GPUs in space.
02:10Yeah, absolutely. It's actually a full circle moment for me here in Austin because he made
02:15this announcement here. And there had actually been a bunch of lights coming from the Sehome
02:19power plant, which a lot of Austinites were curious about. And then we learned Saturday
02:23night that, yes, this was about this announcement. But yeah, as you can see on the screen there,
02:27one of the big aspects of the orbital data centers are these massive solar panels that they're going
02:32to need in order to gather enough power to run these satellites. And that satellite is supposedly
02:38a mini satellite. And it's only capable of having a capacity, I think, of 100 kilowatts is what he
02:45said. But, you know, that they plan on launching a bunch of these satellites. You know, recently,
02:51SpaceX filed with the FCC to launch up to one million data center satellites. So this is by no means
02:59a
02:59small project for them. It's an expensive project. And in many ways, it's why we anticipate SpaceX is going
03:05to have to go to the public markets, Lauren. Just how much more cost effective is it? Do we get
03:09any
03:09comparison versus doing it here on Earth? You know, Elon has laid out the pros and cons of going to
03:17space. One of the big ones is that, you know, space is big and there's a lot more room to
03:22move to lay all
03:24of these satellites out. Right. And also, the sun is a big aspect of it. So here we have a
03:30lot of
03:31limits when it comes to getting enough power in order to run these data centers. But the idea is to
03:36put these satellites into a specific orbit that would harness the sun's energy practically 24 seven. So
03:43those are the reasons that are being laid out for going into space. Whether or not it's cost effective,
03:49I think is the big question mark that we're all waiting to see.
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