马斯克的下一个目标：太空AI卫星？

华尔街见闻12-02

埃隆·马斯克商业帝国的下一个宏大目标可能是将人工智能带入深空（Deep Space）。最新的信号来自马斯克近期与投资者Nikhil Kamath的一场访谈。马斯克暗示未来或整合SpaceX、特斯拉和xAI的核心技术，以在深空部署由太阳能驱动的人工智能卫星。马斯克在访谈中明确表示，他看到SpaceX、特斯拉和xAI之间正出现“日益增强的融合”。他认为，未来的关键在于太阳能驱动的AI卫星，而要...

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Kamath的一场访谈。马斯克暗示未来或整合SpaceX、特斯拉和xAI的核心技术，以在深空部署由太阳能驱动的人工智能卫星。\n马斯克在访谈中明确表示，他看到SpaceX、特斯拉和xAI之间正出现“日益增强的融合”。他认为，未来的关键在于太阳能驱动的AI卫星，而要...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760502\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1232071149.USD","symbol_name":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) 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Kamath的一场访谈。马斯克暗示未来或整合SpaceX、特斯拉和xAI的核心技术，以在深空部署由太阳能驱动的人工智能卫星。\n马斯克在访谈中明确表示，他看到SpaceX、特斯拉和xAI之间正出现“日益增强的融合”。他认为，未来的关键在于太阳能驱动的AI卫星，而要大规模利用太阳的能量，就必须进入深空。\n马斯克随后在社交平台X上似乎确认了这一融合构想的名称——“银河之心”（Galaxy Mind），一个旨在利用太阳能为地球轨道以外的AI运算提供动力的平台。根据已发现的商标文件，一个名为“Galactica”的实体也已注册。\n对于市场而言，这一愿景不仅是技术上的大胆探索，更代表着一种潜在的商业模式。它旨在将特斯拉的能源技术、SpaceX的发射能力和xAI的前沿模型打包成一个全新的太空AI解决方案，可能开辟一个由协同效应驱动的巨大增长空间。\n特斯拉+Space X+xAI=太空AI颠覆一切？\n马斯克的核心构想在于，未来的大规模人工智能运算将依赖于太空中的太阳能。他在访谈中指出：“如果你要利用太阳能量中不可忽视的一部分，你必须转向深空中的太阳能AI卫星。”他认为，这正是特斯拉、SpaceX和xAI专业技术的“汇合点”。\n具体而言，这一蓝图的实现依赖于三家公司的明确分工与协作：\n\n\nSpaceX：提供成熟的火箭发射与航天器制造能力，负责将AI卫星部署到深空轨道。\n\n\n特斯拉：凭借其在太阳能和电池技术领域的积累，为卫星提供高效、持久的能源解决方案。\n\n\nxAI：负责开发能在卫星上大规模运行的前沿人工智能模型。\n\n\n马斯克对旗下团队的工作表示自豪，并补充说：“随着时间的推移，确实感觉存在某种程度的融合。”\n\n“银河之心”与“银河”：新实体的浮现？\n“银河之心”（Galaxy Mind）不仅是一个技术概念，更可能是一个未来的商业实体。根据马斯克上个月在X平台上的表述，该计划的目标之一是在太空中，乃至其他行星和卫星上，备份人类知识的副本，作为对冲地球文明崩溃风险的手段。\n市场观察人士已经发现了相关线索。有网络信息显示，“Galaxy Mind”和“Galactica”（银河）的商标已被提交申请。其中，“Galactica”的申请文件甚至包含一个正式的标志。尽管马斯克在公开场合更多提及“Galaxy Mind”，但商标文件暗示，“Galactica”可能成为该计划最终的正式公司名称。\n\n协同效应背后的商业逻辑\n马斯克这一最新动向，延续了其一贯的商业策略，即在其投资组合中寻找并最大化协同效应。这并非凭空设想，而是建立在各公司已有的坚实基础之上。\n特斯拉的能源部门已在高效太阳能电池板和储能系统领域取得领先；SpaceX通过其“星链”（Starlink）网络，彻底改变了商业航天和卫星部署的格局；与此同时，xAI正在全力构建具备规模化运营能力的大型语言模型，马斯克近期甚至预测其Grok 5模型实现通用人工智能（AGI）能力的几率为“10%且在上升中”。\n从投资者角度看，这一融合计划是将成熟技术进行重组，以开拓全新市场。它将SpaceX的物理运输能力、特斯拉的能源能力和xAI的智能计算能力结合，旨在解决地球能源限制，并为AI发展开辟新的物理空间。这一战略协同，为马斯克旗下公司的长期增长提供了新的想象空间。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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