[danans]

> Whether or not their business is viable depends on the future cost of launches and the future cost of batteries. If batteries get really cheap, it will be economically feasible to have an off-the-grid datacenter on the ground. There's not much point in launching a datacenter into space if you can power it on the ground 24/7 with solar + batteries.

Something tells me that the price of batteries is already cheap enough for terrestrial data centers to make more economic sense than launching a datacenter - which will also need batteries - into space.

[ggreer]

The cheapest batteries today are around $100/kWh. Optimistically assuming 12 hours of sunlight per day, a 40MW datacenter would need 480MWh of batteries to cover the dark period, costing $50 million. Realistically you'd need at least 16 hours worth of batteries to cover winter months when the night is longer, raising your battery costs to $65 million. You'd also need ≈5x more solar panels than in space, and these panels would be more expensive due to shielding from weather. 120MW of ground-based solar panels would cost around $100 million.

Assuming the $165M of panels and batteries last for a decade, and there are no maintenance costs, they'll provide 3,504,000MWh over that time for an energy cost of 4.7 cents per kWh. This is competitive with grid power in some places. It also has the advantage of not needing backup generators. But maintenance costs do exist, and it makes more financial sense to buy power as you use it rather than pay upfront.

[danans]

https://www.wesa.fm/environment-energy/2024-02-19/weirton-fo...

> Optimistically assuming 12 hours of sunlight per day, a 40MW datacenter would need 480MWh of batteries to cover the dark period, costing $50 million.

A 40MW data center doesn't run constantly at 40MW. That's its load rating. Like any industrial facility, actual peak loads are probably around 80% and average loads are lower.

Also, why do you assume that the data center has to be off-grid? That's a constraint of a space-based datacenter, not a ground based datacenter.

Datacenters with storage can complement grid power.

> The cheapest batteries today are around $100/kWh.

If we are comparing ground based data centers to hypothetical space based ones, then consider that grid scale iron air batteries are coming soon at $20/kWh.

https://www.wesa.fm/environment-energy/2024-02-19/weirton-fo...

[ggreer]

You quoted me saying, "There's not much point in launching a datacenter into space if you can power it on the ground 24/7 with solar + batteries." and suggested, "...that the price of batteries is already cheap enough for terrestrial data centers to make more economic sense than launching a datacenter." So I replied with some napkin calculations estimating the cost of powering a datacenter 24/7 with current solar + batteries. You could assume those solar panels and batteries are on the grid, allowing excess capacity to be sold to others, but then you need another $20 million for backup generators.

I assumed the battery + solar setup would need to provide 40MW because while datacenters usually do run below capacity, you'd also want some extra capacity to account for cooling systems, battery/panel degradation, and the fact that for some tasks (such as AI training), you actually do get close to 100% capacity for long periods of time. Feel free to cut my numbers by 20%, but I don't think that would change the bottom line: off-grid datacenters could be cost competitive in some regions, but the upfront costs don't make them worthwhile right now. If battery costs go down (as I hope they will), that will likely change.

An orbital datacenter would not need significant batteries because it would be placed in a dawn-dusk sun-synchronous orbit. The panels would only be occluded during solar eclipses, which in low earth orbit last a few seconds. Starcloud is betting that launch costs will plummet but battery costs will not, and that they'll be able to cheaply solve space-specific issues related to cooling, maintenance, and reliability.

If you look at my other comments in this thread, you'll see I predict they will fail. A lot of people are coming to the same conclusion, but for mistaken reasons (eg: thinking that space-based datacenters would need as many batteries as ones on the ground). I'm just trying to correct that.

[danans]

> If you look at my other comments in this thread, you'll see I predict they will fail.

Yep, we agree on that.

> off-grid datacenters could be cost competitive in some regions, but the upfront costs don't make them worthwhile right now.

I still don't understand why the alternative to space based datacenters being proposed is off-grid datacenters.

Why not compare it to grid-connected datacenters with enough behind the meter generation and storage to avoid peak grid prices? After all the ultimate comparison metric is cost (and ideally C02 emissions)