Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-12-01 02:09Core Viewpoint - The launch of a satellite equipped with NVIDIA H100 GPU by Starcloud marks the first instance of advanced data center GPUs being deployed in outer space, highlighting the growing trend of space computing and its industrialization [1] Group 1: Industry Developments - Starcloud is set to launch a satellite in November 2023, which will carry NVIDIA's H100 GPU, representing a significant milestone in space computing [1] - In May 2023, China launched the world's first space computing satellite constellation, initiating the networking of computing power in space [1] Group 2: Market Trends - According to CITIC Securities, space computing satellites are emerging as a new infrastructure for computing power, with a gradual global industrialization process underway [1] - Major technology companies are increasingly investing in space computing, indicating a growing consensus on the importance of space-based computing power [1] Group 3: Policy and Regulation - The National Space Administration of China has issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)," which provides clearer guidelines for the industry [1] - Domestic policies are evolving to support the accelerated launch of computing satellites and the advancement of the industry [1]