Lunar Mining and Construction
Infrastructure for Terawatt Scaling
LUNAR MINING AND CONSTRUCTION
Infrastructure for Terawatt Scaling
Scaling Math Points at the Moon.
Demand for AI compute is compounding toward a terawatt per year of new capacity.
Earth’s grid limits buildout, which is why data centers are already headed to orbit.
Rocket capacity will limit buildout next: Starship at full cadence will top out at a few hundred gigawatts per year.
Terawatt scale AI in space has to be built from mass that is already outside Earth’s gravity well.
That mass comes from the Moon.
One Process: Power, Propellant, Construction.
The Moon’s surface is regolith, primarily consisting of silicon, aluminum, and oxygen.
Melt it, electrolyze it, purify it, the process yields construction materials, rocket propellant, and solar grade silicon at successive levels of refinement.
Ethos develops that process the way it will actually run on the Moon: molten regolith processed in hard vacuum, tested in our lunar environment chamber.
Start at First Landing.
A mass driver launching AI satellites is a ten year buildout.
The decade starts with the first heavy landings, not with the first satellite off the rail.
The early work is mining and construction: pads to land on, propellant to fly home with, silicon that turns sunlight into more capacity.
Infrastructure that arrives early compounds exponentially.
Everything after waits on it.
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We are building the front of the line which will turn the flywheel going forward.