SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of 2028. “The bar is 1%. So, the xAI guy is really bullish." “I take the under on 1% by ’28, because that’s a gigawatt in space.” “But, it’s actually not that crazy. It’s roughly 150 Starship launches to get them to a gigawatt in space.”