AWS CEO Says Orbital Data Centers Are 10–20 Years Away, but Starship Could Change the Timeline

AWS CEO believes orbital data centers are still 10–20 years away, pointing out that Amazon ($AMZN) installs "one GPU every 14 seconds" and current launch capacity is nowhere near sufficient to support that scale.
However, the author believes this timeline may underestimate what SpaceX's ($SPCX) Starship could unlock if it significantly reduces launch costs.
Meanwhile, power shortages and permitting challenges continue to slow data center construction on Earth, potentially making orbital infrastructure an increasingly relevant alternative.