The Compute Gravity Model
Forecasting the migration of the cloud to Zero-G
Market Drivers
Launch Cost ($/kg)
$1,500/kg
Asset Lifespan (Years)
15 years
AI Power Density (kW/rack)
20 kW/rack
The Multiplier
Modularity and AI Demand drive high-margin services before Starship scales.
The Logic:
Standard interfaces (iSSI/RAFTI) and modular assembly (SpaceBilt) turn single-use satellites into permanent platforms. The killer app: Edge AI. The bottleneck is downlink bandwidth; the solution is processing data in orbit now.
The Evidence Ladder
2025
Edge AI Validation
NVIDIA Jetson/EdgeCortix payloads launching on standard buses.
2026
The Interface Standard
>10 Satellites launch with standard Refueling/Docking ports (RAFTI/iSSI).
2027
First Commercial Assembly
SpaceBilt or ThinkOrbital assembles a node >500kg in orbit.
2028
The Service Mission
First commercial swap of a compute blade to upgrade revenue potential.
Who is building the Multiplier?
Standard Interfaces
Modular Platforms
Compute Hardware
Power/Thermal