The test. Half the accelerators, memory and packages in a ten-gigawatt orbital fleet, one year’s deployment at the ramp’s second rung, made outside Taiwan under contracts good for ten gigawatts a year, would weaken the claim.
open Open. Of the three parts, the memory was already made mostly outside Taiwan, since more than four-fifths of high-bandwidth memory was Korean in the second quarter of 2026 on Counterpoint Research’s count.
From The AI Compute Race. Read the book
- Falls due
- Read on
- SpaceX’s own filings
- Chapter
- Chapter 13 — A Change of Landlord
The two proposed escapes from the constraints, the Gulf and orbit, and which constraints each actually removes.
Filings that bear on it
- SpaceX, Free Writing Prospectus filed pursuant to Rule 433, 8 June 2026
In an interview SpaceX filed with its offering, finance chief Bret Johnsen puts each orbital gigawatt at about 200 launches and says compute satellites start flying in 2028 “if we stay on target” and meaningful amounts follow in 2029.
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How to cite this page
Dryburgh, Lee S. “Chapter 13, orbit is a change of landlord.” In The AI Compute Race. DRYBURGH. https://dryburgh.com/vol1/tests/2030-2 (accessed 2026-11-01).
BibTeX
@misc{dryburgh-chapter-13-orbit-is-a-change-of-landlord-2026,
author = {Dryburgh, Lee S.},
title = {{Chapter 13, orbit is a change of landlord}},
howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
year = {2026},
url = {https://dryburgh.com/vol1/tests/2030-2},
note = {Accessed 2026-11-01}
}