马斯克抛出“太空算力”，能成为引爆市场的资本故事吗？

Core Viewpoint - Tech giants are collectively focusing on building data centers in space, driven by the belief that Earth can no longer support the vast computational power and energy needs of AI development [1] Group 1: Key Developments - Elon Musk has sparked interest in space-based data centers, with support from Jeff Bezos, Eric Schmidt, and Jensen Huang [1] - Google plans to launch prototype satellites by 2027 to test the performance of its AI chips in space [1] - Starcloud claims to have trained the first space-based large language model on a satellite equipped with NVIDIA chips [1] Group 2: Economic Implications - The concept of space data centers serves as a capital narrative, potentially enhancing the valuation of companies like SpaceX ahead of its IPO [2] - The decreasing cost of launching materials into orbit, currently around $1,500 per kilogram with SpaceX's Falcon Heavy, is expected to drop to $100 per kilogram with the Starship rocket [6] Group 3: Challenges and Considerations - Critics highlight the technical feasibility issues, such as cosmic radiation damaging sensitive chips and the high costs of maintenance and updates for orbital equipment [3] - The increasing energy demands from AI growth in the U.S. are straining the electrical grid, leading to concerns about power shortages [7] - Community opposition to data centers due to environmental concerns has stalled several multi-billion dollar projects [10]