地面不够用了？科技巨头扎堆太空建AI数据中心，贝佐斯马斯克再掀竞逐

Core Insights - Blue Origin, owned by Jeff Bezos, has been developing core technologies for space-based AI data centers for over a year, while SpaceX is also advancing its own initiatives in this area with upgraded Starlink satellites [1][4] - The competition between these two aerospace giants highlights the strategic value of space data centers, driven by the limitations of terrestrial AI data centers in terms of power and cooling requirements [4] Group 1 - Blue Origin is focusing on the research and development of core technologies for data centers in space, having invested significant time into this endeavor [1][4] - SpaceX plans to leverage its existing Starlink satellite network to deploy AI computing payloads, which has become a key selling point in its equity financing discussions [1][4] - SpaceX's valuation could potentially reach $800 billion if its financing efforts succeed, although Elon Musk has denied rumors regarding this valuation [4] Group 2 - The development of space data centers is seen as a solution to the increasing power and cooling demands of ground-based AI data centers, with Bezos predicting that gigawatt-level data centers will emerge in space within the next 10 to 20 years [4] - SpaceX aims to raise over $25 billion through an IPO planned for 2026, with a target valuation exceeding $1 trillion, which could provide substantial funding for its space AI initiatives [4] - The competition between Blue Origin and SpaceX is expected to reshape the future landscape of the technology industry as both companies intensify their focus on space as a new frontier for AI infrastructure [4]