把大规模AI算力搬上太空，北京加速布局太空数据中心

Core Insights - The rapid development of artificial intelligence is driving an explosion in computing power demand, with traditional ground data centers facing long-term limitations due to energy and cooling constraints, making space-based data centers a promising solution [1] Group 1: Space Data Center Development - A plan has been proposed to achieve "ground data, space computing" by 2030, involving the construction of large-scale data centers in low Earth orbit (700-800 km) with over GW power capacity, capable of hosting server clusters at the million-card level [2] - The construction will be divided into three phases: from 2025 to 2027, focus on key technologies for energy and cooling; from 2028 to 2030, overcome in-orbit assembly challenges and reduce costs; from 2031 to 2035, mass production and deployment of satellites to establish large-scale space data centers [2] Group 2: Innovation Consortium Formation - An innovation consortium for space data centers has been established, led by Beijing Xingchen Future Space Technology Research Institute and Beijing Orbit Chenguang Technology Co., which will focus on design and operational responsibilities [3] - The consortium aims to integrate resources from commercial aerospace and AI sectors, creating a collaborative innovation platform that connects technology, industry, and talent to accelerate the development of space data centers [3] Group 3: First Experimental Satellite Launch - The first experimental satellite, "Chenguang No. 1," is set to be launched by the end of this year or early next year, having achieved significant breakthroughs in key technologies such as ultra-light solar wings and radiative cooling panels [4] - A working mechanism for the innovation consortium has been established, with 24 enterprises and research institutions committing to support the construction and application of space data centers [4] - The space data center is viewed as a strategic direction for the intersection of commercial aerospace and AI, potentially leading to a new industrial chain and business model involving reusable rockets, computing constellations, and data application scenarios [4]