Project Suncatcher ng Google at ang Pag-usbong ng Orbital AI

Paglipat ng AI sa Orbit

As AI booms, several supply constraints emerged. The first one was GPUs, with the specialized hardware moving from a niche gaming use to a mass adoption by AI data centers. As a result, Nvidia (NVDA ), the leader of the sector, has grown into the world’s largest company.

But another limitation is appearing: energy supply.

This is because AI data centers are now not so much measured by their computational power, but by their power consumption. This is why nagmamadaling ibalik ng mga kumpanyang AI ang mga nuclear power station, nagsisiguro ng mga unang prototype ng SMR, o ang mga regulator ng estado ay naglalagay ng mga bagong gas-fed power plant sa mabilis na landas para sa pag-apruba.

As the rush to find energy for data centers is on, eyes are turning to another option: space-based solar power.

The possibility of an unlimited energy supply from orbital satellites is something we already analyzed extensively in “Space-Based Energy Solutions For Endless Clean Energy”.

But this concept is always somewhat limited by the need to convert solar energy into power, turn this electricity into microwave to beam it back down to Earth, and then convert it back into power.

This increases the complexity of the power satellites, requires more ground-based infrastructure, and overall reduce drastically the efficiency of the procedure, as each energy conversion leads to losses. So this could only work with very cheap orbital launches.

Alternatively, if the power was directly used in orbit, this would be a lot more efficient and become economically viable sooner. Especially if the final “product” can be easily sent back to Earth.

So in theory, data centers in space could be the ideal option: They need a lot of power, but sending back to Earth the result of the calculations is trivial and requires no new infrastructure, and does not cause energy losses.

Building on this idea, Alphabet (GOOG ) /Google has just announced “Project Suncatcher”, looking our an orbital AI computation system would look like.

“Inspired by other Google moonshots like autonomous vehicles and quantum computing, we’ve begun work on the foundational work needed to one day make this future possible.

We’re exploring how an interconnected network of solar-powered satellites, equipped with our Tensor Processing Unit (TPU) AI chips, could harness the full power of the Sun.”

Bakit Maaaring Gumana Ito?

A key part of why solar power is hard to use for data centers and AI is that these need a continuous, reliable power supply. Meanwhile, ground-based solar power is intermittent and stops working during the night.

But solar arrays located at the right orbit could produce 24/7 without any interruption or fluctuation of power. The direct exposure to sunlight also makes these panels a lot more productive.

“The Sun is the ultimate energy source in our solar system, emitting more power than 100 trillion times humanity’s total electricity production.

In the right orbit, a solar panel can be up to 8 times more productive than on Earth, and produce power nearly continuously, reducing the need for batteries.”

However, a few key technologies need to be developed and tested for any AI computation to work in orbit.

Mga Pangunahing Hamon ng Orbital AI

Mataas na Bandwidth na Inter-Satellite Links para sa Orbital AI

Modern data centers are extremely complex, linking together thousands, or even millions of computing hardware pieces, with very demanding requirements on connectivity and reliability.

As our ability to send things into orbit is still limited to relatively small objects, any reasonably big data center in space will need to be made of a network of satellites communicating with each other.

Current inter-satellite link (ISL) technology only offers data rates in the range of 1–100 Gbps, much lower than the hundreds of gigabits per second per chip offered by Google’s low-latency optical Inter-Chip Interconnect (ICI) currently used in its AI data centers.

Instead, Google proposes to use Commercial Off-The-Shelf (COTS) Dense Wavelength Division Multiplexing (DWDM) transceiver technology.

This system works by assigning each signal to a specific, unique wavelength (color) of light within the infrared spectrum. This way, the same telescope can receive data from multiple satellites at once.

Pinagmulan: Google

As the distance becomes very short (e.g., ∼10km for a 10 cm telescope), a bench‑scale demonstrator using off‑the‑shelf components successfully achieved 800 Gbps unidirectional (1.6 Tbps bidirectional) transmission.

So in theory, off‑the‑shelf technology already exists for this kind of density in data transmission between orbital AI data center satellites.

Mga Konstelasyon sa Orbit

Most satellite constellations normally keep a wide distance between satellites in order to limit the risks of collision and maintain optimal orbital trajectories.

But the design proposed by Google for Project Suncatcher would require the constellation of data centers to be a lot closer to each other. For example, an 81-satellite constellation would be clustered in a sphere of 1km radius (3280 feet)

Pinagmulan: Google

The company’s calculations indicate that such a constellation could be made stable, even accounting for imperfect orbital stability due to interference like atmospheric drag, solar radiation, cooling radiation, the Moon’s gravity, other satellites, etc.

This means that while not negligeable, the drift from the proper orbits should be manageable with conventional satellite technology

“Para sa isang halimbawa ng cluster na inilarawan, ang pag-aayos ng axis-ratio sa 2:1.0037 ay maaaring magpababa ng J2- drift sa <3 m/s/year per km of maximal distance from reference orbit.”

The study also mention that there is probably an upper limit to how big such constellations can be, as at some point the satellites would start interfering with each other for sunlight capture or for evacuating waste heat.

Pinagmulan: Google

Pagkatitiis sa Radiation ng Hardware

Most computing hardware is vulnerable to radiation, with cosmic and solar radiations likely to turn randomly a “1” into a “0”, causing an error in the calculation.

For Project Suncatcher, Google is looking to use its own TPUs (Tensor Processing Units) called Trillium.

They tested Trillium’s resistance to space radiation by exposing it to a 67MeV proton beam,m testing for impact from total ionizing dose (TID) and single event effects (SEEs).

Sa iba’t ibang elemento ng Trillium TPU, ang mga subsystem ng High Bandwidth Memory (HBM) ang nagpakita ng pinakamataas na sensitivity sa TID.

Ang HBM ang pinaka-SEE-sensitive na komponent, na pangunahing lumalabas bilang mga hindi maayos na ECC error (UECCs).

(HBM) Subsystems only began showing irregularities after a cumulative dose of 2 krad(Si), or nearly 3x the expected (shielded) five-year mission. No hard failures were attributable to TID up to the maximum tested dose of 15 krad(Si) on a single chip.

Overall, this came as a surprise and would indicate that TPUs are remarkably resistant to radiation and are an especially good fit for space-based data centers.

Kakayahang Ekonomiko

So it seems that the existing technologies, from TPUs to satellite communication and mastery of orbital dynamics, are already enough to build data centers in space, at least when choosing the right design.

But of course, this will only matter if these data centers are economically competitive compared to Earth-based data centers.

Previous economic feasibility analyses of space-based solar power for Earth use tend to consider $500/kg to Geostationary Transfer Orbit (GTO) as a viability threshold for orbital energy projects, which is equivalent to ∼$200/kg to LEO (Low Earth Orbit).

Reaching that target will depend a lot on SpaceX’s ability to scale up production and the relaunch schedule of its largest rocket yet, Starship.

If the learning rate is sustained—which would require ∼180 Starship launches/year—launch prices could fall to <$200/kg by ∼2035.

At that price point, the cost of launching and operating a space-based data center could become roughly comparable to the reported energy costs of an equivalent terrestrial data center on a per-kilowatt/year basis.

Overall, it seems that a rather high bar need in reduction of cost to reach orbit need to be achieved. But if the cost trajectory of the past decade stays true in this technology, this is not unrealistic either.

Konklusyon

Orbital data centers are unlikely to become a reality before 2030-2035, in large part due to the need to decrease further launch costs first.

This is not to say that experiments, tests, and prototypes will not make the idea progress further before that, as illustrated by Google Project Suncatcher.

It is likely that other prominent AI companies like Microsoft (MSFT ), OpenAI, Meta (META ), or Alibaba (BABA ) will also test their own version of this idea.

Two companies even likely to move quickly in that space are SpaceX, as Elon Musk is also the owner of xAI, and Amazon (AMZN ), as Jeff Bezos is right behind SpaceX with his own space company, Blue Origin.

Pamumuhunan sa Orbital AI Data Centers

Planet Labs

Besides Alphabet itself, an investment with a focus on the idea of space-based data centers would be Planet Labs. This is because it will be the partner that Google chose to work with on testing the technology for Project Suncatcher.

“Our next step is a learning mission in partnership with Planet to launch two prototype satellites by early 2027 that will test our hardware in orbit, laying the groundwork for a future era of massively-scaled computation in space.”

Planet Labs currently has a focus on Earth-observation satellites. The company owns a fleet of approximately 200 Earth imaging satellites, the largest in history, imaging the whole Earth’s land mass daily.

These images are high-resolution and include hyperspectral data (visible + infrared and UV light), making them useful for geodesy, agriculture, insurance, finance, and governments (including military applications).

They can be used for monitoring, disaster response (wildfire, tornadoes, etc.), defense & intelligence, mapping infrastructures, detecting methane emissions, etc.

Pinagmulan: Planet Labs

The company offers transparent pricing, with different subscriptions depending on the regions of the world covered and the number of square kilometers of surface demanded. 90% of revenue is recurring and from annual or multi-year contracts.

Pinagmulan: Planet Labs

Planet Labs recorded $245 million in revenues in the 2025 fiscal year, doubling from $122 million in 2022, with record revenues in Q1 2026 and an adjusted EBITDA turning positive for the first time in Q4 2025.

The largest source of revenues is the North American region (45%), and the defense and intelligence segment represents more than half of revenues.

Pinagmulan: Planet Labs

As a trusted provider of data, Planet Labs could benefit from a few trends, irrespective of where the space industry goes:

• Maaari nitong i-license ang mga imahe sa mga kumpanyang AI, o gamitin ito mismo upang sanayin ang kanilang sariling AI, kapwa para sa mas mahusay na real-time monitoring at mga bagong insight.
• Makikinabang ito mula sa price war sa pagitan ng mga launch provider tulad ng SpaceX, Relativity Space, at Rocket Labs, na magpapababa ng gastos sa pagpapanatili at pagpapalit ng kanilang satellite fleet.
• Makikinabang ito mula sa economies of scale sa paggawa ng satelayt, na magpapababa ng presyo ng mga bagong, mas kakayahang modelo, tulad ng ipinakita sa kamakailang pagdaragdag ng hyperspectral data sa kanilang mga alok.
• Ang mas malalaking launch vehicle ay dapat magbigay-daan sa paglikha ng mas malaki at mas kakayahang mga satelayt, na may potensyal na mas mahabang buhay, dahil ito ay pangunahing nakadepende sa dami ng fuel na maaaring dalhin at gamitin ng satelayt upang mapanatili ang matatag na orbit.

It seems that experience in creating and operating an orbital AI data center jointly with Google will also be added in less than 2 years.

Overall, Planet Labs is an interesting stock to bet on a growing orbital economy, besides the obvious position of stocks of rocket companies like SpaceX (likely to IPO in 2026) or Rocket Labs (RKLB ).

(Maaari mong basahin pa ang tungkol sa business model at hinaharap ng Planet Labs sa aming investment report na nakatuon sa kumpanya.)