Now that there is more datacenter capacity in space than on the Earth, it’s back to the old question of supply and demand. Space based computing is so efficient, with limitless solar power and cooling capacity, that running costs are essentially zero.

And when the price tends to zero, demand is almost infinite. Supercomputer customers don’t buy processing power in terms of memory or GPUs, but in Gigawatts. There are only so many Gigawatts available, and the tech giants have them all tied up. If you’re a small, startup company you’re at the back of the queue, and terrestrial datacenters just can’t compete.

All of which has sent the demand for new launch capacity skyrocketing. Privateers are building small AI supercomputers and putting them into orbit on Rocket Labs boosters at rideshare rates. It’s the only way to get in the game without massive capital outlays.

With thousands of Starlink and Leo satellites offering connectivity, networking costs are minimal and there are no utility bills. Once you’ve got your personal starcloud system up, and running on the Sun’s infinite power, you’re in business.

I just hope we can get our new service operational in time for the holiday rush, and keep our customers happy. That’s why all I want for Christmas is my rocket launch!