Cowboy Space

TL;DR

They are building bespoke rockets to haul GPU clusters into orbit because Earth's power grids are tapped out and cooling is getting too expensive.

Who is this actually for?

Mega-cap AI labs and hyperscalers who have exhausted terrestrial power permits and need to dump heat into the vacuum of space.

The Good

• Solves the literal physical limit of how much power we can pull from local grids for AI training.
• Zero land-use issues or NIMBY complaints about massive warehouse footprints.

The Catch (Potential Downsides)

Hardware maintenance in orbit is impossible; if a rack fails, it is just expensive space junk. Radiation hardening for sensitive GPUs will likely eat most of their margins.