Plus: Is Space the Answer to AI’s Energy Crisis?

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	Forwarded this email? Subscribe here for more 🔥Is Space the Answer to AI’s Energy Crisis? Plus: Is Space the Answer to AI’s Energy Crisis? Yaro Celis Oct 6   READ IN APP   [Our AI Business Services] - [Advertise with Us!] Brought to you by: OpenAI starts the week with lots of home runs, acquiring a finance firm, partnering with AMD for next-gen compute power, and everyone is talking about Sora. How are we going to power all these new models? Well, Space seems to be the answer. We dive into how that could happen, and we also have some AI tools for you, as well as AI guides. Let’s dive in. Stay curious. Is Space the Answer to AI’s Energy Crisis? The Scale of Bezos’ Space Vision Why This Matters Today AI Tools - Video Call Summaries Is Compute the New Oil? AMD’s Deal With OpenAI Signals It Might Be Compute & AI Infrastructure Energy & Infrastructure Financials & Market Impact Strategic & Competitive Outlook AI Guides Yaro on AI and Tech Trends | Your Top AI Newsletter is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Upgrade to paid 📰 AI News and Trends OpenAI to release “Agent builder” today. It will let users build their agentic workflows, connect MCPs, ChatKit widgets, and other tools. Gemini’s home screen could soon get a Discovery-style redesign OpenAI has acquired Roi, an AI-powered personal finance app. Only the company’s CEO will be joining OpenAI. OpenAI’s third annual DevDay kicks off Oct 6 in San Francisco with over 1,500 attendees and a keynote from Sam Altman, followed by a fireside chat with Apple designer Jony Ive. Other Tech News China is debuting its first-ever talent visa to woo foreign skilled workers… just as the US clamps down on the H-1B visa. Space startup Rocket Labs is rolling out a reusable rocket, the Neutron, which will cost tens of millions of dollars less per flight than SpaceX. Former Google CEO Eric Schmidt is funding a project to send drone boats to Antarctica for climate research. BYD’s Yangwang U9 Extreme recorded a speed of 308.4 miles per hour at the Papenburg facility in Germany. Is Space the Answer to AI’s Energy Crisis? In the late 1970s, Isaac Asimov predicted that Earth’s growing energy needs would one day be solved by solar power beamed down from space. Back then, it sounded like pure science fiction. But now, over 40 years later, the world’s most powerful tech leaders are seriously exploring that very idea, not only for homes, but also to power the next wave of AI. Last week, Jeff Bezos announced a bold vision: within 10 to 20 years, massive gigawatt-scale data centers could be built in Earth’s orbit, tapping into 24/7 solar energy and natural space cooling to run advanced AI models. With temperatures in orbit plummeting to -270°C in the shadows and solar irradiance uninterrupted by clouds or nightfall, outer space could become the most efficient place to compute. “We are going to start building these giant gigawatt data centers in space,” Bezos told a packed audience at Italian Tech Week. This idea isn’t coming out of nowhere. AI’s power demand is skyrocketing; some wholesale electricity markets have seen a 267% increase in five years. Meanwhile, terrestrial data centers are facing water shortages, heat limitations, and regulatory backlash. Companies are already exploring underwater and Arctic facilities. The Scale of Bezos’ Space Vision 1 GW of continuous power in orbit would require up to 3.3 million m² of solar panels, the size of 460+ football fields. Just lifting the panels alone (not counting servers or cooling) could cost $17B to $25B+, requiring 150+ rocket launches. Space radiators to cool the system could weigh even more than the panels, pushing costs into tens of billions. Why This Matters Today Compute is the new oil, and the AI arms race (OpenAI, AMD, Nvidia, Meta) is eating through global energy reserves at a shocking pace. Asimov was right: His foresight into solar-powered, space-based energy solutions now looks like prescient policy advice rather than sci-fi. We’re entering an era where Earth may no longer be able to support the infrastructure AI demands, and the next generation of data centers could be built above the atmosphere. Leave a comment What we are reading: Career creator for those building a life without a blueprint. Every Monday morning, I send out First Things First, a weekly guide to staying present, productive, and purposeful. Discover how to differentiate your firm. Get our “7 Positioning Sins That Cost Consultancy Firms Millions“ guide when you join. It’s free, join 10,000+ consultancy executives Share Yaro on AI and Tech Trends | Your Top AI Newsletter Is Compute the New Oil? AMD’s Deal With OpenAI Signals It Might Be This morning, AMD and OpenAI announced a partnership that is basically one of the boldest bets yet on the future of AI computing. AMD just landed a multi-billion-dollar deal to power OpenAI’s next-gen AI systems with 6 gigawatts of GPU compute starting in 2026. This positions AMD as a real challenger to Nvidia, fuels fears of an AI infrastructure bubble, and cements that compute and energy are now the backbone of the AI race. Compute & AI Infrastructure Deal scope: OpenAI will deploy 6 GW of AMD GPUs, starting with 1 GW in 2026, using AMD’s next-gen MI450 chips. Hardware race: This positions AMD as a legitimate challenger to Nvidia in the AI compute market. Nvidia dominates now (datacenter rev. >$115B vs. AMD’s $6.55B projected in 2025). Deployment scale: 6 GW of compute is enormous, comparable to powering multiple hyperscale data centers. OpenAI’s vision to build “trillions of dollars worth” of AI compute is beginning to materialize. Energy & Infrastructure Power demand: 6 GW is massive, equal to the peak electricity demand of New York City. OpenAI is betting big on energy-hungry AI infrastructure. Timeline: The first 1 GW phase starts in late 2026, raising concerns about energy sourcing, sustainability, and data center logistics. Trend: This mirrors Nvidia’s $100B investment to build 10 GW capacity, suggesting a coming global AI energy arms race. Financials & Market Impact AMD stock reaction: Shares surged up to 38%, hitting $226.71, marking the largest intraday gain in 9 years. Revenue impact: CFO projects “tens of billions in revenue” for AMD, potentially pushing AI GPU revs above $100B over time. Warrants issued: OpenAI granted rights to up to 160 million AMD shares at 1 cent each (basically for free) (~10% of stock), tied to deployment milestones and AMD share price reaching $600. EPS impact: Deal expected to be accretive to AMD earnings and long-term market share. Strategic & Competitive Outlook Strategic alignment: Deal gives OpenAI a non-NVIDIA hardware option, diversifying its supplier base and reducing dependence on a single player. Market signal: This is a clear counter to Nvidia’s dominance, as AMD positions itself to capture future AI hardware deals. OpenAI’s risk: Sam Altman admits OpenAI is pursuing “trillions” in infra with unconventional financing. Raises AI bubble concerns. VC & Wall St. caution: Critics warn of unsustainable growth, AI investments mirror dot-com levels in size and hype. 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