Bros, $Nio(NIO.US) is still falling so much today, and $XPeng(XPEV.US) isn't much better. Seems like it's over, while $Li Auto(LI.US) has stabilized at 55. All in all, $Tesla(TSLA.US) is going strong tonight. What price did everyone get in at?

🚀$Tesla(TSLA.US) is moving AI data centers "into space"? This isn't just a job posting; it's a signal for the next phase of computing power deployment.

$Tesla(TSLA.US)

Many people seeing this HR update might first think, "Another cutting-edge position."

But what I'm more concerned about is the system-level direction implied behind this role.

Tesla is hiring an AI Hardware Space Radiation Engineer, with a goal not for a single project, but for a clear direction—working with SpaceX to operate data centers in orbit.

What does this mean?

It means AI infrastructure is shifting from "ground-scale competition" to "spatial dimension expansion."

The core of this plan is a terawatt-scale orbital AI data center, powered by Dojo's computing capabilities.

Dojo itself is a supercomputing architecture specifically designed by Tesla for training autonomous driving (FSD), Optimus, humanoid robots, and xAI models.

But when this system is placed in orbit, its significance changes completely.

Why send computing power to space?

From a traditional data center perspective, this seems unreasonable.

But looking at future AI demands, it starts to make sense:

First, energy constraints
Ground-based data centers are increasingly limited by electricity, cooling, and land costs, while the orbital environment naturally offers superior cooling conditions and potential energy expansion capabilities.

Second, latency and distributed architecture
With the maturation of low-orbit networks like Starlink, computing can process data directly in orbit, reducing backhaul pressure.

Third, scale boundaries
When ground infrastructure nears its limits, expansion paths are only two: denser, or farther.

Musk is clearly trying the second.

More crucially, this is not an isolated move.

If you look at this job posting together with the previous Terafab chip manufacturing plan, a more complete path emerges:

Self-developed chips (Terafab)
Self-built computing power (Dojo)
Own network (Starlink)
Custom applications (FSD / Optimus / xAI)

Now add—space data centers.

This is no longer a single business expansion, but the construction of an entire "vertically integrated AI infrastructure system."

And once this system is proven, its significance will surpass any single chip or model advantage.

But the challenges are equally real.

Space radiation, reliability, maintenance costs, launch costs, system redundancy—each is a hard problem.

That's also why this role itself is critical:

AI hardware in the space environment isn't just about "running," but about long-term stable operation under extreme conditions.

The engineering difficulty behind this is even higher than for ground data centers.

So I won't treat this news as "science fiction."

It's more like an early signal—

As AI computing power demand continues to grow exponentially, existing infrastructure may become insufficient.

And Musk is preemptively laying out the "next layer of expansion space."

What's truly worth watching next are three things:

Whether Dojo's scale continues to expand
Whether Starlink begins to carry more computing tasks
And whether SpaceX releases more signals related to "orbital computing power"

If these gradually appear, this direction will no longer be just a concept.

What's your take?

Is this an inevitable long-term extension of computing power, or an overly aggressive attempt with high costs and practical limitations?