Jin Rong Jie·2026-01-19 23:43Core Insights - The Space AI Center represents a new generation of AI infrastructure characterized by AI computing power deployment in space, aimed at overcoming energy, environmental, and spatial bottlenecks for AI development [1] - Global tech companies are actively investing in the construction of Space AI Centers, leading to rapid advancements in related technologies and applications [1] Group 1: Developments in Space Computing - Space computing is transitioning from concept validation to operational systems, with notable advancements from companies like NVIDIA, SpaceX, Google, and Starcloud [1] - NVIDIA has completed in-orbit testing of its H100 GPU, while SpaceX plans to deploy 100GW of space data centers annually within four years [1] - Google aims to launch a TPU prototype satellite by 2027, and Starcloud is working on establishing a 40MW data center [1] Group 2: China's Progress in Space AI - China has successfully established the world's first commercial AI satellite network, marking significant progress in space data centers [1] - In May 2025, China Guoxing Aerospace and Zhijiang Laboratory launched the first batch of 12 intelligent computing satellites equipped with AI chips and models, achieving a total computing power of 5 POPS [1] Group 3: Energy Solutions for Space Computing - CITIC Securities suggests that the energy supply for space computing will heavily rely on photovoltaic technology [1] - Perovskite, as a next-generation photovoltaic technology with high efficiency and low cost, is expected to become a crucial energy solution for space [1] - Since 2025, the industrialization of perovskite has accelerated, with breakthroughs in efficiency and stability, and multiple GW-level production lines have been launched [1]