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Showing posts from February, 2026

The Laws of Physics Are Not Friendly To Orbital Data Centers

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I build low energy homes. One of the best building insulators are vacuum insulated panels, which have a dense core of fiber glass from which all gases been removed. Any vacuum, like space, eliminates the convection and conduction of heat. Hence the only way for heat to flow is via thermal radiation. But thermal radiation is long wavelength. In other words, it doesn't carry a lot of energy. Hence thermal radiation is low intensity, and consequently, the radiating object cools very slowly. An object at 20 degrees placed in outer space will only radiate 500 watts per square meter of surface area. The temperature falls one centigrade every three to four minutes. Not exactly like the science fiction depictions where someone is ejected from an air lock and freezes instantaneously.  On earth we use convection to dissipate heat. Air and water are the usual media. This is just much more efficient than radiation will ever be. For more details on the woes of cooling orbital data centers click...

The Empire Strikes Back: The AT&T And Amazon LEO Alliance

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 Amazon LEO is showing the world that the satellite wars are just beginning. A recurring Silicon Valley theme has been that Starlink has a long term global monopoly on LEO telecommunication services. In fact, the term is 'global public utility'. Starlink supposedly has scale advantages and benefits from an insurmountable cost edge due to vertical integration in the form of satellite manufacturing and launching services. This is of course sheer hogwash. While SpaceX has a cost edge right now, it has no technology moat to preserve an edge long term over the rest of the industry. There is no patent barrier to creating a reusable launch vehicle. Several players including Blue Origin and the Chinese are close to perfecting reusable rockets. Just like Starlink, LEO is manufacturing its own satellites and its per unit costs are steadily falling. AT&T has agreed to migrate computer work loads to AWS with some of it involving Amazon's Outpost service. This involves Amazon provid...

100G Waves on IAX Cable Connecting Mumbai to Singapore

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A point: Most Mumbai carrier neutral data centres. Z point: Most Singapore Equinix telecom hotels. Term: 3 Years. MRC: $42K. NRC: $20K. Customer responsible for cross connects.