SpaceX Transporter-18 发射:三大载荷验证轨道数据中心基建拼图

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大多数拼车发射任务没有明确主题,但 SpaceX 于周四从范登堡太空军基地升空的 Transporter-18 是个例外——它的核心命题只有一个:如何把电力送到在轨算力面前。本次任务中有三个载荷分别测试了轨道数据中心(ODC)拼图的不同板块:Cowboy Space 的 Reason-1 尝试通过激光将太阳能传输回地球;Google 的 Project Suncatcher 检验 AI 芯片在轨道环境下的运行表现;Star Catcher 的 Protostar 则致力于在两个航天器之间进行电力波束传输。"人们还会不会在太空做 AI 计算"这个问题已经有了答案,Cowboy Space 首席法务官 Joseph Yaffe 表示,"我们关注的是为此建设基础设施。"

激光输电:Cowboy 的能源基建野心

Cowboy Space 的前身是激光输电初创公司 Aetherflux,今年 5 月完成品牌重塑后,将业务重心转向轨道数据中心与火箭两大方向,Reason-1 正是连接二者的关键跳板。按照计划,Cowboy 最快将于 10 月底尝试激光输电,通过红外激光将太阳能传送到地面测试设施上一个 10-20 米的光斑区域,目标输送功率为 30-100 瓦。公司将其称为首颗面向对地供能设计的商用千瓦级空间激光器。

同一套激光技术将在 Reason-2 上承担不同角色——传输数据而非电力。Reason-2 计划于 2027 年上半年发射,载荷为英伟达 H200 GPU。更长远地看,Cowboy 正在自研火箭,其上面级将直接改造为 1 兆瓦级数据中心,目标发射时间为 2028 年 12 月。"我们是一家轨道能源基础设施公司,提供电力、算力,以及通过红外激光技术连接这一切的能力。"Yaffe 这样定义公司的定位。

【关键数据】

- Reason-1 激光输电功率: 30-100 W

- 自研火箭上面级算力: 1 MW 数据中心,2028 年 12 月发射

- Suncatcher MVP 载荷: 4 颗 Trillium TPU,功耗约 1 kW

- TPU 辐射静默错误率: 约 300 万次查询出现 1 次

- 成本目标: 发射成本降至 200 美元/kg,轨道千瓦年成本约 810 美元

Transporter-18 发射

Google 的芯片实验:散热与辐射双重考验

Cowboy 在测试激光,Google 则在测试芯片。其 Project Suncatcher MVP 与 Planet Labs 联合建造,去年公布时被定位为在轨运行 AI 的研究型"登月计划"。这颗冰箱大小的卫星搭载 4 颗 Trillium TPU——大致相当于一台服务器的算力——利用约 1 千瓦太阳能,以短时突发方式响应 Gemini 查询请求。

周四,Google 还在能源研究期刊《Joule》上发布了经同行评审的更新版 Suncatcher 论文,勾勒出长期愿景:星座中的每颗卫星最终可容纳一整个数据中心机架的算力,约 50-100 千瓦,以紧密编队飞行并通过激光互联。论文给出的示例构型是在 1 公里半径内密集部署 81 颗卫星。地面测试显示,TPU 可承受相当于在轨五年的辐射剂量,但辐射仍会导致偶发的静默错误——约每 300 万次查询出现一次,对问答类任务尚可接受,对模型训练则可能构成实质障碍。

散热被论文列为重大挑战。MVP 的芯片每运行 15-20 分钟就必须关机降温,Google 表示 2027 年发射的两颗后续卫星将实现连续运行。经济性方面,若发射成本降至 200 美元/千克,Google 估算将一千瓦太阳能送入轨道的年化成本约为 810 美元,与美国地面数据中心的电费支出大致相当。其学习曲线分析表明,如果 Starship 达到每年约 180 次的发射频率,这一价格在 2030 年代中期具备实现可能。

星间供电与产业拼图加速成形

最后一块拼图是电力本身。Star Catcher 的 Protostar 将是该公司首次端到端在轨演示:释放一颗立方星后,向其商用现货太阳能板传输可测量的电力,以此验证商业化的空间电力波束运营能力。轨道计算公司 Starcloud 和 Aethero 已被公开列为 Star Catcher 的客户,这意味着星间供电的下游需求已经开始落地。

从产业视角看,本次发射的信号相当清晰:太空 AI 算力的"是否可行"之争已经落幕,竞争焦点转向"如何实现"。激光输电、抗辐射芯片、星间供电三条技术路线在同一枚火箭上并行验证,背后是发射成本持续下探带来的商业模式重构。未来数周的在轨测试结果,将直接揭示这条赛道距离规模化商用还有多远——若 2030 年代中期 Starship 高频发射与 200 美元/千克的成本目标如期达成,轨道数据中心或将从概念验证迈入真正的经济可行区间。


出处:Transporter-18 Tests the Building Blocks of Orbital Data Centers

英文原文
Few rideshares come with a theme, but SpaceX’s Transporter-18—which launched Thursday from Vandenberg—had one: getting power to compute in orbit. Three of its payloads are each testing a different piece of the ODC puzzle.  Cowboy Space’s Reason-1 will attempt to beam solar power to Earth via laser—a test run for the optical links its future data centers will need. Google’s Project Suncatcher will run AI chips on traditional solar power to see how they hold up in orbit. Star Catcher’s Protostar will try to beam power between two spacecraft, with orbital data centers among its customers. “We passed the point of saying, ‘Will there be people doing AI computing in space?'” Cowboy Space COO and Chief Legal Officer Joseph Yaffe told Payload. “We’re focused on building the infrastructure for that.” cowboy like me: Cowboy Space began as Aetherflux—a power-beaming startup—before rebranding in May to focus on orbital data centers and rockets. Reason-1 is the stepping stone that brings the two efforts together.   Cowboy hopes to attempt to beam as soon as late October, sending solar power via infrared laser to a 10–20 m spot at a ground test facility and aiming to deliver 30–100 W. Cowboy calls it the first commercial kilowatt-class laser in space designed to deliver energy to Earth. The same laser technology will form the backbone of the data link on Reason-2, which is slated to fly H200 GPUs in the first half of 2027—this time beaming data instead of power. Longer term, Cowboy is building its own rocket, whose upper stage doubles as a 1 MW data center, targeted to launch in December 2028. “We’re an orbital energy infrastructure company that’s delivering power, computing power, and the ability to connect all of those things through laser infrared technology,” Yaffe said.  Hot N Cold: While Cowboy is testing the laser, Google is testing out chips. Its Project Suncatcher MVP—built with Planet Labs—was announced last year as a research “moonshot” to run AI in orbit.  The fridge-sized satellite carries four Trillium TPUs—roughly one server’s worth of compute—using about 1kW of solar to run Gemini queries in short bursts.  On Thursday, Google also released an updated, peer-reviewed version of its Suncatcher paper in the energy research journal Joule , sketching the company’s long-term vision: The constellation: Satellites that could eventually hold a data-center rack’s worth of compute, roughly 50–100 kW each, flying in tight, laser-linked clusters. One illustrative example packs 81 satellites within a 1 km radius. Radiation: In ground tests, the TPUs survived a radiation dose equivalent to five years in orbit. Radiation still caused occasional silent errors—about one per three million queries—which is manageable for answering questions but may be a problem for training models. Heat: The paper calls thermal management a major challenge. MVP’s chips will have to power down every 15 to 20 minutes to avoid overheating. Google says its two follow-up satellites in 2027 will run continuously. If launch costs fall to $200/kg, Google estimates the cost of launching a kilowatt of solar power to orbit would be about $810 per year, comparable to what US data centers spend on electricity. Its learning-curve analysis suggests that price is possible by the mid-2030s, if Starship flies about 180 times a year. Pocketful of Sunshine: The final piece is power. Star Catcher’s Protostar will be the company’s first end-to-end in-space demo. Protostar will deploy a cubesat and beam measurable power to its off-the-shelf solar panels—aiming to validate commercial power-beaming operations. Orbital computing companies Starcloud and Aethero are among Star Catcher’s publicized customers. As Yaffe put it, the “if” of AI compute in space may be settled. The next few weeks will give a glimpse into how far along the “how” is. The post Transporter-18 Tests the Building Blocks of Orbital Data Centers appeared first on Payload .

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