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Masayoshi Son says Earth wins the AI compute race after dismissing Musk's orbital data center vision

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Masayoshi Son says Earth wins the AI compute race after dismissing Musk's orbital data center vision

At SoftBank's June 23 shareholder meeting, Masayoshi Son publicly rejected Elon Musk's orbital data center thesis, arguing that power is a small fraction of data center costs and the AI race will be won on Earth within the next few years. The dismissal lands a day after SpaceX signed a $6.3 billion compute deal with Reflection AI, underscoring the gap between the two men's infrastructure strategies.

Elroy Fernandes

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