Are orbital AI data centers the next frontier for compute infrastructure?

Are orbital AI data centers the next frontier for compute infrastructure?

SpaceX revealed orbital AI1 satellites and space tests operated H100-class GPUs, addressing terrestrial power queues (7-year grid waits in some regions). For infrastructure teams, orbit bypasses power/permitting/water constraints but launch costs ~40% of capex; applicable only to edge compute (Earth observation, RF) where latency is acceptable.