AWS CEO Matt Garman said on a podcast that space-based data centers are unlikely to achieve economic and operational viability within the next 10 to 20 years, and that they will need to overcome multiple obstacles—including launch costs, payload capacity, heat dissipation, and equipment maintenance. Even if technically feasible, the costs would be hard to sustain for large-scale application. Musk, by contrast, hopes to lower the transportation barrier with SpaceX's Starship and address heat dissipation through orbital equipment design. Garman also noted that current AI computing demand far outstrips supply, and that AWS will continue to face insufficient computing capacity over the next two years; every 50% reduction in AI inference costs drives order-of-magnitude growth in usage, further pushing up computing demand. Amazon expects cash capital expenditure of about $220 billion in 2026.