NVIDIA
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2 weeks ago
● 2 sources
NVIDIA and its partners are investing in U.S.-based semiconductor manufacturing, electronics production, and AI infrastructure facilities across 43 states, including TSMC's Arizona fab for Blackwell chips and new facilities in Texas and North Carolina. NVIDIA plans to produce up to $500 billion in AI infrastructure in the U.S., with AI infrastructure powered by NVIDIA chips supporting over 100,000 jobs and projected to contribute $485 billion to U.S. GDP in 2026 alone. The buildout aims to enable American scientists, healthcare providers, and manufacturers to accelerate discovery and productivity while creating skilled manufacturing and technical jobs across the country.
IEEE Spectrum AI
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2 weeks ago
SpaceX filed an FCC application to deploy up to 1 million orbital data center satellites in low Earth orbit, with Elon Musk claiming orbital data centers will be cheaper than terrestrial ones within two to three years. Deploying 1 million satellites at current SpaceX launch rates of 165 missions per year would require approximately 16,666 Starship launches, taking a decade even at 10 times current cadence, while building 1 million satellites at a tenfold increase from the current 4,000 per year production rate would take roughly 25 years. The economic case remains unproven due to technical challenges like cooling 700-watt GPUs requiring 1.4 square meters of radiator surface, environmental concerns about blocking starlight, and latency constraints that make the near-term application primarily viable for inference rather than training workloads.
