Blue Origin
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Headlines · 3
- Musk predicts orbital AI computing will surpass ground capacity
Elon Musk said on X that monthly additions to orbital AI and cloud-computing capacity will exceed ground-based deployment by 2028, with total orbital capacity expected to surpass terrestrial capacity in 2029, according to IT之家. IT之家 also reports that Google’s Suncatcher sent an experimental spacecraft into orbit in October, Blue Origin filed a Project Sunrise proposal for up to 51,600 data-center satellites, and SpaceX applied for an orbital data-center constellation of up to one million satellites.
IT之家 AI · 🔥 6 - SpaceX reportedly shifts engineers toward AI computing in Memphis
Ars Technica, as reported by cnBeta, says SpaceX plans to move leading Falcon engineering staff to Memphis to build ground AI computing infrastructure as part of a 2027 target for 10 gigawatts of capacity. The report also says SpaceX notified NASA that it will stop flying crewed Dragon by 2030 or earlier, stopped selling Falcon 9 commercial launches after 2028, and declined new U.S. military and lunar-base launch business. NASA has increased support for Blue Origin as the report describes changing priorities at SpaceX.
cnBeta · 🔥 3 - LEO megaconstellations squeezed by parts shortage and AI data centre demand
TechNews reports that the wave of LEO satellite "megaconstellation" projects from Amazon, Blue Origin and others is colliding with shortages of critical components and materials, and with competition from AI data centres for electrical gear such as switchgear and transformers. A 54-page supply-chain report published in March 2026 by the Aerospace Industries Association and PwC, based on about 30 industry interviews, identified nine bottleneck components including valves, actuators, switchgear and transformers, while Novaspace partner Carla Filotico said China holds roughly 98% of global gallium nitride capacity. AIA's Steve Jordan Tomasweski said a space company may order 10 units while a data centre orders 10,000, and argued governments should give space firms priority allocation; several experts expect some megaconstellation plans to fall short and the industry to consolidate.
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