SpaceX has acknowledged challenges in advancing its orbital AI projects amid a severe shortage of GPUs and unstable semiconductor partnerships.
The company’s plans for orbital data centers depend heavily on securing sufficient chips, according to recent reports. Without stable supplies, these ambitions risk significant setbacks.
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Anthropic announced a major computing deal with SpaceX on Wednesday that immediately boosts rate limits for Claude Code users. The agreement gives the AI company full access to a large data center in Memphis, Tennessee.
AMD has pitched an open space AI strategy to counter rivals, highlighting risks of vendor lock-in in orbital computing. The company emphasized that space constraints demand greater adaptability than on Earth. This comes amid competition in space technology.
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Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.