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Will Marshall: Planet Labs partnering with Google on TPU deployment to space; already launched NVIDIA GPUs to space for testing
Will Marshall· Planet Labs· Space· 2026-07-19· about Planet Labs, Google, NVIDIA (PL, GOOGL, NVDA)
“We're partnering uh with Google to launch some of their TPUs into space. We've already launched Nvidia's uh uh some of Nvidia's GPUs into space. We're launching Google's TPUs into space on an early test.”
Why it matters
Planet Labs is actively deploying hyperscaler compute (NVIDIA, Google) to space environments, validating the business model and testing critical clustering/communication challenges in orbit.
Investment implication
NVIDIA and Google are betting on space deployment of their chips. Success validates the space data center thesis and could accelerate demand for radiation-hardened or space-optimized chip variants. Planet Labs becomes critical infrastructure for this emerging market.