降维打击,把数据中心建在太空,马斯克高调宣布,中国公司悄然亮剑,无需冷却也不缺能源!
Sou Hu Cai Jing·2025-11-18 13:50

Group 1 - Elon Musk stated that the advent of Starship opens the path for large-scale deployment of solar-powered AI satellites, which he believes is the only way to achieve 1 terawatt (1TW) of AI computing power annually [1] - The energy supply shortage is a critical bottleneck for AI data center construction, with FTI Consulting predicting that energy demand for data centers in the U.S. will nearly double by 2027 [3] - The construction of data centers in space is becoming a viable option for many Silicon Valley tech companies due to power limitations on Earth [4] Group 2 - StarCloud successfully launched a satellite equipped with NVIDIA H100 chips and Google Gemini models, which will provide 100 times the GPU computing power compared to previous space computing facilities [4] - StarCloud plans to build a 5-gigawatt orbital data center powered by large solar and cooling battery panels, which will not require water for cooling or rely on batteries [4] - Google is considering a project named "Project Suncatcher" to establish the first space data center, planning to launch prototype satellites by 2027 in collaboration with Planet [5] Group 3 - The first space computing satellite constellation was successfully launched by Guoxing Aerospace and Zhijiang Laboratory, consisting of 12 satellites capable of processing data in orbit [7] - The U.S. has launched over 10,000 satellites, with significant contributions to the ongoing conflict in Ukraine, and there are expectations for accelerated launch progress in China in the coming years [7]