One of the largest constraints to AI growth is energy availability. Future generations of AI infrastructure may require power levels that challenge terrestrial grids. As a result, researchers and technology companies are exploring concepts such as space-based datacenters and space-based solar power to provide continuous, high-density energy generation.

Space offers uninterrupted solar exposure, avoiding day-night cycles and potentially enabling highly efficient power generation for future AI computing platforms. Space-based data centers are being discussed as long-term solutions for exascale and beyond computing needs.

Germanium is the preferred substrate material for the world's highest-efficiency multi-junction solar cells used in space. These advanced solar cells deliver exceptional power generation while withstanding the harsh radiation environment of space, making them a critical technology for future space-based infrastructure. Umicore is developing a next generation reusable germanium substrates platform to make the technology more scalable, improve resource efficiency and reduce manufacturing costs.

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