In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future, Shahin Farshchi, partner at Lux Capital, joins theCUBE's John Furrier to discuss how mounting energy and regulatory constraints are driving a fundamental infrastructure shift from terrestrial data centers to orbit. Farshchi draws a compelling parallel between today's AI infrastructure build-out and the historical transition from desktop to mobile computing, arguing that ground-based data centers face hard limits — energy scarcity, regulatory resistance and community opposition to large power plants — that make space an increasingly inevitable destination. He explains that SpaceX's expanding launch cadence has made orbital computing not just possible but practical, requiring an entirely new generation of purpose-built compute, thermal management, networking and interconnect technologies.
The conversation also explores how AI is positioned to transform engineering tooling the way electronic design automation (EDA) did decades ago. Farshchi draws a direct parallel: just as EDA replaced armies of engineers manually drafting transistor layouts and enabled chips with trillions of transistors, AI is now collapsing the compute time required for digital twin simulations — reducing finite element analyses from days to minutes and enabling bespoke product design at a pace previously unimaginable. He notes that Lux Capital has already backed companies applying generative AI to semiconductor design, automating the translation of design intent into EDA environments like Cadence and Synopsys. From portfolio companies like Varda — manufacturing next-generation pharmaceuticals in zero gravity — to Reflect Orbital, which redirects sunlight to targeted areas on Earth, Farshchi maps how Lux Capital's $7 billion portfolio is positioned at the frontier of an emerging space economy supercharged by AI.
Forgot Password
Almost there!
We just sent you a verification email. Please verify your account to gain access to
AI Factories - Data Centers of the Future. If you don’t think you received an email check your
spam folder.
Sign in to AI Factories - Data Centers of the Future.
In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open the link to automatically sign into the site.
Register for AI Factories - Data Centers of the Future
Please fill out the information below. You will receive an email with a verification link confirming your registration. Click the link to automatically sign into the site.
You’re almost there!
We just sent you a verification email. Please click the verification button in the email. Once your email address is verified, you will have full access to all event content for AI Factories - Data Centers of the Future.
I want my badge and interests to be visible to all attendees.
Checking this box will display your presense on the attendees list, view your profile and allow other attendees to contact you via 1-1 chat. Read the Privacy Policy. At any time, you can choose to disable this preference.
Select your Interests!
add
Upload your photo
Uploading..
OR
Connect via Twitter
Connect via Linkedin
EDIT PASSWORD
Share
Forgot Password
Almost there!
We just sent you a verification email. Please verify your account to gain access to
AI Factories - Data Centers of the Future. If you don’t think you received an email check your
spam folder.
Sign in to AI Factories - Data Centers of the Future.
In order to sign in, enter the email address you used to registered for the event. Once completed, you will receive an email with a verification link. Open the link to automatically sign into the site.
Sign in to gain access to AI Factories - Data Centers of the Future
Please sign in with LinkedIn to continue to AI Factories - Data Centers of the Future. Signing in with LinkedIn ensures a professional environment.
Are you sure you want to remove access rights for this user?
Details
Manage Access
email address
Community Invitation
Shahin Farshchi, Lux Capital
This interview examines artificial intelligence, hereafter AI, driven shifts in compute and the emergence of orbital data centers. Shahin Farshchi of Lux Capital, general partner, appears on theCUBE and NYSE Wired to discuss AI factories, orbital compute architectures, digital twins, chip design automation, thermal and power constraints and the engineering toolchain.
Farshchi draws on venture experience across deep technology and space investments to assess engineering workflows, systems integration and investment perspectives. They explain how lower launch costs and novel thermal and networking designs make space-based data centers increasingly realistic and how AI-enabled automation accelerates design cycles and validation.
Discussion topics include AI infrastructure for high performance computing, supercomputing in orbit, digital twin workflows, generative design, security and regulatory considerations and emerging venture opportunities in the space economy. theCUBE Research and John Furrier of theCUBE guide the conversation from the NYSE Wired studio.
In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future, Shahin Farshchi, partner at Lux Capital, joins theCUBE's John Furrier to discuss how mounting energy and regulatory constraints are driving a fundamental infrastructure shift from terrestrial data centers to orbit. Farshchi draws a compelling parallel between today's AI infrastructure build-out and the historical transition from desktop to mobile computing, arguing that ground-based data centers face hard limits — energy scarcity, regulatory resistance and community opposi...Read more