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Panel: Asset Class in Focus - Space Compute Infrastructure
Is the future of digital infrastructure really amongst the stars? As terrestrial compute hits bottlenecks in thermal management, power and land, the opportunities for space-based real-estate for compute looks increasingly attractive. However, the eye watering CapEX and unprecedented nature of these projects leaves those responsible for investment and risk with many questions.
Join us for this asset class deep dive, as we explore:
- What are the CapEx and OpEx predictions for data centers orbiting the Earth?
- How will the latency constraints make customer contracts less likely as we shift more to inference?
- How exactly are such deals structured and where do they differ from terrestrial compute?