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SpaceX plans orbital AI data centers with million-satellite constellation

SpaceX's regulatory filing for up to 1 million data-center satellites bets that compute processing in space solves latency and bandwidth constraints for AI workloads—a direct challenge to terrestrial cloud providers' infrastructure dominance. The 2027 timeline for operational tests reflects SpaceX's confidence that orbital deployment can compete on economics and performance within three years, forcing AWS, Google, and Microsoft to either build competing space infrastructure or negotiate access to Starlink's network. The filing commits SpaceX to delivery, raising immediate questions about power generation in orbit, thermal management, and whether satellite internet capacity can serve as a viable AI compute backbone.