Orbital AI compute collapses on two walls Musk's tweets sidestep: thermal dissipation in vacuum requires radiator panels that scale linearly with power (no convective cooling), and launch costs still sit an order of magnitude above terrestrial alternatives. Akash and io.net are already running decentralized GPU networks at fractions of AWS pricing — the whole orbital narrative solved a harder problem to compete with a cheaper ground solution. Expect more of Musk's space-AI claims to migrate to 'risk factors' in future 10-Ks.

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