The Daily AI Show Terafab and More Data Centers in Space
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Mar 23, 2026 They debate TerraFab and the idea of full vertical chip stacks and what that could mean for competition. Space-based data centers, launch control, and rival satellite plans spark policy and antitrust concerns. Cancer advances take center stage with a personalized mRNA treatment for a dog and in‑body CRISPR research. The conversation ends on brittle AI agents, context engineering, and where AI may reshape jobs.
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Launch Control Becomes Compute Control
- Space-based data centers are argued to be the most efficient future location for compute, giving launch providers strategic control over who can deploy compute to orbit.
- If SpaceX prioritizes launching its own chips and data centers, that creates anti-competitive risks and concentrated control of space compute infrastructure.
Blue Origin Joins The Race For Orbital Compute
- Blue Origin's Project Sunrise filing for 51,600 sun‑synchronous satellites signals multiple U.S. players racing to put cloud-like compute into persistent sunlight orbits.
- Such dense satellite clouds will affect astronomy and create new operational and regulatory complexity for orbital infrastructure.
Ground Megaprojects Match Orbital Ambitions
- Massive ground investments continue alongside orbital plans, exemplified by SoftBank and partners funding a $500B Ohio data center project aimed at terawatt-scale outputs.
- Global AI infrastructure growth is a civilization-scale effort spanning ground and space buildouts.