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Data Center News > Blog > Global Market > The next AI race may not be on Earth at all
Global Market

The next AI race may not be on Earth at all

Last updated: February 27, 2026 9:27 am
Published February 27, 2026
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The next AI race may not be on Earth at all
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Ivo Ivanov, Chief Govt Officer at DE-CIX, examines how orbital compute is coming into the infrastructure dialog – and why an interconnection layer in house may grow to be vital to future AI efficiency.

AI’s subsequent problem isn’t intelligence, it’s infrastructure. The size at which fashions are being skilled and deployed is already urgent up towards very actual limits on Earth, from constrained grid capability to lengthy planning and allowing cycles for brand spanking new information centres.

In lots of areas, the provision of energy and cooling is shaping the place AI can develop and the way shortly. That strain is forcing the business to look past acquainted ground-based assumptions and ask uncomfortable however vital questions on the place future compute ought to dwell, and the way it may be sustained over the long run.

For this reason the concept of inserting AI compute in orbit has moved from the realm of sci-fi to critical dialogue. Steady photo voltaic publicity and the power to dissipate warmth by way of radiation deal with two of the toughest issues dealing with terrestrial infrastructure at the moment – energy and cooling. Business gamers, together with Google, are already exploring the idea by way of initiatives similar to Challenge Suncatcher, which seems to be at how machine studying may scale in house. Slightly than pointing to a single vacation spot, these efforts are analyzing a spread of orbital environments the place power and cooling dynamics differ essentially from these on Earth.

These approaches will not be being developed to exchange Earth-based information centres, however to increase the digital infrastructure stack into an setting the place power and cooling constraints look very totally different. If and when this occurs, the implications go far past {hardware} in house. Any significant use of orbital compute will rely upon how information strikes between Earth, orbit, and the sting, and whether or not these pathways can help the efficiency, predictability, and resilience that fashionable AI workloads demand.

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Orbital compute and the brand new infrastructure stack

Fascinated about compute in orbit requires a shift in how we take into consideration the digital infrastructure stack. Area-based programs are unlikely to exchange terrestrial information centres, regional hubs, or edge areas, however they’re more and more prone to sit alongside them as a part of a extra distributed structure. 

Coaching workloads that demand huge quantities of power, or that may tolerate some bodily distance from finish customers, could also be higher suited to orbital environments over time. Latency-sensitive purposes, regulatory necessities, and proximity to information sources will proceed to anchor massive volumes of compute on the bottom. That is unlikely to be a binary selection between Earth and house, however slightly a layered ecosystem wherein totally different environments serve totally different functions.

As that ecosystem takes form, workload placement turns into as a lot a community downside as a compute one. Knowledge might want to transfer predictably between orbital platforms, terrestrial information centres, and edge areas that help real-time providers. That raises sensible questions for operators about routing, resilience, and the way site visitors paths are engineered throughout vastly totally different bodily environments. 

Area-based programs will solely be viable at scale if they will take part in the identical structured, high-performance connectivity fashions that underpin at the moment’s Web, notably in relation to interconnection and direct connectivity. With out that integration, orbital compute dangers remaining restricted to narrower or extra specialised use instances.

Area-based interconnection

If compute extends into orbit, one of many largest hurdles will probably be how that compute is networked. Satellites can not function as remoted endpoints if they’re anticipated to help AI workloads that depend on steady information change with purposes, customers, and information sources on the bottom. They want structured pathways for site visitors to maneuver between a number of networks, platforms, and areas, each in house and on Earth.

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This displays a well-known precept in terrestrial networking: efficiency and scale enhance when impartial interconnection fashions are in place.

Web exchanges (IXs) provide a manner for networks to change site visitors effectively, securely, and with predictable efficiency. Extending that mannequin into house may create an orbital interconnection layer, the place site visitors is exchanged regionally in orbit slightly than being routed again to Earth for each interplay. 

Ideas, similar to Area-IX, construct on present peering and routing practices slightly than reinventing them, providing a framework to handle latency, enhance resilience, and help the rising complexity of future AI-driven providers. If house turns into a part of the digital spine, interconnection will probably be a vital management layer in figuring out how properly that spine capabilities.

Area lasers and Earth-orbit actuality

We now have recognized for a while that latency and predictability matter simply as a lot as uncooked connectivity in relation to AI workloads. Many AI-supported providers rely upon near-real-time interplay with customers, programs, and bodily environments, which leaves little tolerance for congestion or unpredictable routing. Whereas radio-based satellite tv for pc programs have expanded protection and attain, they will wrestle to ship the bandwidth and consistency required at scale, notably as site visitors volumes enhance. Bottlenecks introduce delay, and delay shortly turns into a limiting issue for AI efficiency.

That’s the reason optical, laser-based communication is drawing a lot consideration. Free-space optical (FSO) hyperlinks can help considerably increased information charges with far better precision than conventional radio alerts, making them properly suited to the calls for of AI-driven information change. On the similar time, they introduce actual technical challenges. Atmospheric circumstances, cloud cowl, and turbulence can disrupt beams and complicate dependable handover between satellites and floor stations. Tasks such because the European Area Company’s OFELIAS initiative are targeted on addressing these limitations by way of improved protocols and smarter coordination between house and terrestrial networks. The success of orbital compute will rely upon whether or not these optical hyperlinks can ship the identical consistency and efficiency that operators count on on the bottom.

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Orbital compute and the brand new infrastructure stackArea-based interconnectionArea lasers and Earth-orbit actuality
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