The space bit of SpaceX is worth $8 a share, says Morgan Stanley

Re:The space bit of SpaceX is worth $8 a share, says Morgan ... by HeavyStorm on Wednesday July 08, 2026 @07:34AM (#48830592)

I'm not very informed on SpaceX plans, but one thing I think people gloss over is how much maintenance a data center requires. Parts fail, computers get stuck on crash loops, etc. A space data center would need workers - computer people, not astronauts - and a constant supply of parts tob replace hardware. Whoever wrote this proposal doesn't understand neither space nor data centers.

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Re:The space bit of SpaceX is worth $8 a share, says Morgan ... by oskarkk on Wednesday July 08, 2026 @09:36AM (#48831794)

Is a data center satellite really that different from a communications satellite? Starlink sats must have some significant processing power and nontrivial control system, and they work without physical maintenance. One data center sat is like one server rack, if it fails, it's fully lost and you just deorbit it, as it's done with Starlink sats. They sent 12443 Starlink sats to space, deorbited 1684. The thing that matters is failure rate, and the economics resulting from that. And also the cost of specialized resilient hardware.

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Re:The space bit of SpaceX is worth $8 a share, says Morgan ... by SAI_Peregrinus on Wednesday July 08, 2026 @11:28AM (#48833233)

Communications satellites don't have nearly as much long-term rewritable storage needed.

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Re:The space bit of SpaceX is worth $8 a share, says Morgan ... by fragmede on Thursday July 09, 2026 @01:43AM (#48841424)

I would pay so much money just to go on a mission to replace a bad stick of RAM on a data center in space.

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