Why Elon Wants to Put Data Centers in Space

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 🖥️ From The Desk of Anthony Pompliano Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/ 📧 Newsletter Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/ 👉 Follow Pomp on Social Media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ 🤝 Podcast Sponsors Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off. Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital. Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading. ⏰ TimeStamps: 0:00 - Intro 1:03 - Why power is the real bottleneck for AI & solutions 7:35 - Elon's orbital data center thesis 11:17 - Cooling & maintenance challenges in space 15:06 - Panthalassa: floating ocean data centers 19:16 - Base Power & Texas deregulated grid 21:30 - Giga Energy: from bitcoin mining to AI infrastructure 22:44 - American Consolidated Electric & supple chain bottlenecks 24:58 - General vs. narrow superintelligence 33:02 - Where untapped data lives & building a data moat 36:47 - Token costs, open source models & model routing 41:53 - What is the mission Ramez is going after? #Bitcoin #AnthonyPompliano #Pomp