Latent Space’s AI News post points to analysis describing SpaceX and Starlink as a major neocloud-style infrastructure player. The piece frames the company’s network scale and revenue trajectory as relevant to the broader AI compute and connectivity market.
The connection is not that Starlink is a conventional GPU cloud. It is that AI infrastructure increasingly depends on distributed power, networking, capital expenditure, and access to hard-to-replicate physical systems.
That makes satellite connectivity and large-scale infrastructure operators part of the same conversation as data centers and cloud capacity.