gallardooo
01-22
一颗卫星能提供多少算力呢?
[呆住]
马斯克旗下火箭公司SpaceX加速上市进程,欲打造全球首个在轨AI数据中心
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":524349064815744,"tweetId":"524349064815744","gmtCreate":1769041516609,"gmtModify":1769041518901,"author":{"id":3557721659441880,"idStr":"3557721659441880","authorId":3557721659441880,"authorIdStr":"3557721659441880","name":"gallardooo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.29","exceedPercentage":"60.27%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>一颗卫星能提供多少算力呢?<span>[呆住] </span> </p></body></html>","htmlText":"<html><head></head><body><p>一颗卫星能提供多少算力呢?<span>[呆住] </span> </p></body></html>","text":"一颗卫星能提供多少算力呢?[呆住]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/524349064815744","repostId":2605486066,"repostType":2,"repost":{"id":"2605486066","kind":"news","pubTimestamp":1769020724,"share":"https://www.laohu8.com/m/news/2605486066?lang=zh_CN&edition=full","pubTime":"2026-01-22 02:38","market":"fut","language":"zh","title":"马斯克旗下火箭公司SpaceX加速上市进程,欲打造全球首个在轨AI数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2605486066","media":"智通财经","summary":"智通财经APP获悉,据报道,特斯拉 CEO马斯克旗下火箭公司SpaceX正在加强上市准备工作,试图在企业密集布局人工智能数据中心的背景下,率先将AI算力设施送入太空。知情人士称,马斯克希望SpaceX成为全球首家在轨部署AI数据中心的公司,而实现这一目标所需的数百亿美元资金,几乎离不开IPO融资。知情人士透露,马斯克还将SpaceX上市视为支持其AI初创公司xAI的重要路径。然而,随着AI与太空战略的重要性上升,SpaceX对上市的态度明显转向务实。","content":"<html><head></head><body><p>据报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克旗下火箭公司SpaceX正在加强上市准备工作,试图在企业密集布局人工智能(AI)数据中心的背景下,率先将AI算力设施送入太空。知情人士称,马斯克希望SpaceX成为全球首家在轨部署AI数据中心的公司,而实现这一目标所需的<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元资金,几乎离不开IPO融资。</p><p>将AI数据中心置于近地轨道的设想因技术难度高、能源与散热要求苛刻而长期饱受质疑,尤其是依赖太阳能供电、持续环绕地球运行的方案。报道指出,该概念近一年持续升温,马斯克对此高度投入,并将其视为SpaceX未来战略的关键方向。</p><p>知情人士透露,马斯克还将SpaceX上市视为支持其AI初创公司xAI的重要路径。此前有报道称,SpaceX于去年7月向xAI投资约20亿美元,这是其首次公开披露的对AI公司的重大外部投资之一。本月早些时候,xAI宣布完成E轮融资,募资规模达200亿美元,高于此前市场预期的150亿美元。</p><p>尽管xAI方面对相关报道回应称“传统媒体在撒谎”,SpaceX亦未就此置评,多位业内人士认为,若SpaceX成功登陆资本市场,其产生的现金流与估值溢价将显著提升xAI在算力、模型训练与商业化上的竞争力。</p><p>目前,xAI在收入规模和用户基础等关键指标上仍落后于OpenAI及Anthropic,也逊于Alphabet(GOOG.US,GOOGL.US)旗下<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Gemini模型。报道称,马斯克希望SpaceX抢在这些AI巨头之前完成IPO。</p><p>报道指出,SpaceX已准备遴选投行牵头上市事宜,马斯克向身边人士表示,希望最早在今年7月前完成IPO。此前,SpaceX高管多次强调公司“在火箭实现常态化火星飞行前不会上市”,但这一立场已发生明显转变。</p><p>马斯克过去曾公开抱怨运营上市公司带来的监管与法律压力,尤其是在管理特斯拉期间,与监管机构和法院在薪酬等问题上多次交锋。然而,随着AI与太空战略的重要性上升,SpaceX对上市的态度明显转向务实。</p><p>前SpaceX员工透露,公司多年来已在研发计算节点等关键技术,为构建AI卫星网络做准备。至去年秋季,随着资源投入加大,SpaceX在“如何建造并发射太空数据中心”方面取得阶段性突破,使这一原本中长期目标在去年年中被提升为“高度紧迫事项”。</p><p>与此同时,竞争者亦在加速布局。OpenAI创始人奥特曼去年曾考虑通过合作或收购火箭初创公司部署太空算力;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)创始人贝索斯也在公开场合表示,将数据中心转移至轨道“在逻辑上说得通”。马斯克本人则多次在其社交平台X上称,太阳能供电的AI卫星是未来方向。</p><p>分析人士指出,真正的难点在于执行层面。要部署成千上万颗AI数据中心卫星,SpaceX必须首先让其新一代重型火箭“星舰”实现稳定运行。该火箭已测试飞行近三年,但尚未执行商业有效载荷任务。报道称,SpaceX预计将很快进行一次升级版星舰的测试飞行。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克旗下火箭公司SpaceX加速上市进程,欲打造全球首个在轨AI数据中心</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克旗下火箭公司SpaceX加速上市进程,欲打造全球首个在轨AI数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-22 02:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1395885.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,特斯拉CEO马斯克旗下火箭公司SpaceX正在加强上市准备工作,试图在企业密集布局人工智能(AI)数据中心的背景下,率先将AI算力设施送入太空。知情人士称,马斯克希望SpaceX成为全球首家在轨部署AI数据中心的公司,而实现这一目标所需的数百亿美元资金,几乎离不开IPO融资。将AI数据中心置于近地轨道的设想因技术难度高、能源与散热要求苛刻而长期饱受质疑,尤其是依赖太阳能供电、持续环绕地球...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1395885.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"TSLT":"2倍做多TSLA ETF-T-Rex","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4548":"巴美列捷福持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLW":"TSLA周配息ETF-Roundhill","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4555":"新能源车","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","BK4588":"碎股","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","UFO":"Procure Space ETF","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TESL":"Simplify Volt TSLA Revolution ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSYY":"收益增强TSLA ETF-GraniteShares","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4604":"机器人概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4612":"AI芯片","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4574":"无人驾驶","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","BK4543":"AI","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4534":"瑞士信贷持仓","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLQ":"2倍做空TSLA ETF-Tradr","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4516":"特朗普概念","TSLR":"2倍做多TSLA ETF-GraniteShares","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","TSLS":"1倍做空TSLA ETF-Direxion","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1395885.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605486066","content_text":"据报道,特斯拉CEO马斯克旗下火箭公司SpaceX正在加强上市准备工作,试图在企业密集布局人工智能(AI)数据中心的背景下,率先将AI算力设施送入太空。知情人士称,马斯克希望SpaceX成为全球首家在轨部署AI数据中心的公司,而实现这一目标所需的数百亿美元资金,几乎离不开IPO融资。将AI数据中心置于近地轨道的设想因技术难度高、能源与散热要求苛刻而长期饱受质疑,尤其是依赖太阳能供电、持续环绕地球运行的方案。报道指出,该概念近一年持续升温,马斯克对此高度投入,并将其视为SpaceX未来战略的关键方向。知情人士透露,马斯克还将SpaceX上市视为支持其AI初创公司xAI的重要路径。此前有报道称,SpaceX于去年7月向xAI投资约20亿美元,这是其首次公开披露的对AI公司的重大外部投资之一。本月早些时候,xAI宣布完成E轮融资,募资规模达200亿美元,高于此前市场预期的150亿美元。尽管xAI方面对相关报道回应称“传统媒体在撒谎”,SpaceX亦未就此置评,多位业内人士认为,若SpaceX成功登陆资本市场,其产生的现金流与估值溢价将显著提升xAI在算力、模型训练与商业化上的竞争力。目前,xAI在收入规模和用户基础等关键指标上仍落后于OpenAI及Anthropic,也逊于Alphabet(GOOG.US,GOOGL.US)旗下谷歌的Gemini模型。报道称,马斯克希望SpaceX抢在这些AI巨头之前完成IPO。报道指出,SpaceX已准备遴选投行牵头上市事宜,马斯克向身边人士表示,希望最早在今年7月前完成IPO。此前,SpaceX高管多次强调公司“在火箭实现常态化火星飞行前不会上市”,但这一立场已发生明显转变。马斯克过去曾公开抱怨运营上市公司带来的监管与法律压力,尤其是在管理特斯拉期间,与监管机构和法院在薪酬等问题上多次交锋。然而,随着AI与太空战略的重要性上升,SpaceX对上市的态度明显转向务实。前SpaceX员工透露,公司多年来已在研发计算节点等关键技术,为构建AI卫星网络做准备。至去年秋季,随着资源投入加大,SpaceX在“如何建造并发射太空数据中心”方面取得阶段性突破,使这一原本中长期目标在去年年中被提升为“高度紧迫事项”。与此同时,竞争者亦在加速布局。OpenAI创始人奥特曼去年曾考虑通过合作或收购火箭初创公司部署太空算力;亚马逊(AMZN.US)创始人贝索斯也在公开场合表示,将数据中心转移至轨道“在逻辑上说得通”。马斯克本人则多次在其社交平台X上称,太阳能供电的AI卫星是未来方向。分析人士指出,真正的难点在于执行层面。要部署成千上万颗AI数据中心卫星,SpaceX必须首先让其新一代重型火箭“星舰”实现稳定运行。该火箭已测试飞行近三年,但尚未执行商业有效载荷任务。报道称,SpaceX预计将很快进行一次升级版星舰的测试飞行。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSLI":0.6,"TSL":0.6,"TSLA":1.95,"TSLT":0.6,"TSLZ":0.6,"TSLQ":0.6,"TSDD":0.6,"TESL":0.6,"CRSH":0.6,"TSLG":0.6,"TSLY":0.6,"TSLR":0.6,"UFO":0.6,"TSLW":0.6,"TSYY":0.6,"TSLS":0.6}},"isVote":1,"tweetType":1,"viewCount":353,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":31,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/524349064815744"}
精彩评论