In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
All content for AI Outcomes is the property of Ben Drakes and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
Ep33 Orbital Data Centers: Starcloud NVIDIA Chip In Space | Bezos/Musk Predictions
AI Outcomes
19 minutes
1 month ago
Ep33 Orbital Data Centers: Starcloud NVIDIA Chip In Space | Bezos/Musk Predictions
In this episode, I cover Starcloud's groundbreaking launch of the first NVIDIA H100 GPU into orbit, exploring how space-based data centers could solve AI's massive energy crisis. From heat dissipation innovations to real-world use cases like battlefield monitoring and shipping lane analytics, we break down the challenges, advantages, and future prospects. Plus, insights from industry titans Jeff Bezos and Elon Musk on gigawatt-scale orbital clusters and AI scaling in space. Whether you're in...
AI Outcomes
In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
