The projections are questionable, but this is something the US and China are experimenting with as well.
1 and 2 are still open questions, but these are not aimed to be commercial grade DCs - this is basically edge compute (think a handful of racks). 3 is not a problem for defense usecases. (EDIT: Discussion here seems to point out that data OP is using might be flawed [1]).
Ignoring the fact that just about every orbital data center startup in the US is funded by IQT and China's CMF has been doing something similar is bad from a defense perspective.
Based on dealflow, these aren't being targeted for consumer usecases in the short-term and whoever has been saying that is misleading.
> especially with the possibility of Kessler Syndrome...
India, Russia, China, and the US don't care about Kessler Syndrome - they have already launched and deployed ASATs. This also comes after India and China had a near collision in 2024 that was treated as an offensive action [0].
[0] - https://www.bloomberg.com/news/articles/2025-09-22/india-pla...
[1] - https://news.ycombinator.com/item?id=49039873
1 and 2 are still open questions, but these are not aimed to be commercial grade DCs - this is basically edge compute (think a handful of racks). 3 is not a problem for defense usecases. (EDIT: Discussion here seems to point out that data OP is using might be flawed [1]).
Ignoring the fact that just about every orbital data center startup in the US is funded by IQT and China's CMF has been doing something similar is bad from a defense perspective.
Based on dealflow, these aren't being targeted for consumer usecases in the short-term and whoever has been saying that is misleading.
> especially with the possibility of Kessler Syndrome...
India, Russia, China, and the US don't care about Kessler Syndrome - they have already launched and deployed ASATs. This also comes after India and China had a near collision in 2024 that was treated as an offensive action [0].
[0] - https://www.bloomberg.com/news/articles/2025-09-22/india-pla...
[1] - https://news.ycombinator.com/item?id=49039873