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财经观察:基建瓶颈难以解决,成本技术都有挑战,“电力账单”左右美太空AI中心梦
Huan Qiu Shi Bao· 2026-02-09 23:00
100 万颗卫星服务人工智能算力 对于拥有"商业航天快车"的马斯克而言,在太空建造人工智能数据中心更具吸引力?美国《福布斯》杂 志网站8日报道称,在近期的一档新闻播客采访中,马斯克大胆预言:"在36个月,或许30个月之后,太 空将成为人工智能最具经济吸引力的应用场所。"马斯克表示,目前电力行业无法以人工智能所需的速 度建造发电厂,而太阳能电池板在太空中的工作效率比地球上更高。此外,数据中心冷却难题在太空中 也变得不那么棘手。他甚至提出了更大胆的预测:"5年后,在一年之内部署到太空的AI算力就会超过在 地球部署的历史累计总量。"作为参照,全球数据中心总功耗预计2030年将达到200吉瓦,对应约1万亿 美元的基础设施价值。 【环球时报记者 陈子帅 环球时报驻美国特约记者 冯亚仁 陈欣】编者的话:在太空里建设人工智能 (AI)数据中心,利用太阳能来供电,全球首富埃隆·马斯克近日提出的这一大胆想法却折射出美国电 力系统的尴尬现实——人工智能产业带来的巨额"电力账单"令美国企业和民众越发感到压力巨大。尽管 马斯克拥有的商业航天帝国让这个计划并非"天方夜谭",但有美媒和专家分析称,除了电力等方面的工 程限制,庞大的发射开 ...
X @Bloomberg
Bloomberg· 2026-02-09 23:00
Musk's decision to merge SpaceX with xAI could be worth $1 trillion or more, based on his grandiose proposal to build AI data centers in space.@danahull joins @chafkin and @svaneksmith on the Everybody's Business podcast to discuss why the merger may be driven less by long-term growth ambitions and more by the financial pressures facing Musk’s more troubled companies https://t.co/qSwm0RcP17 ...
X @Watcher.Guru
Watcher.Guru· 2026-02-09 22:41
JUST IN: Elon Musk says SpaceX is building a system "that allows anyone to travel to the Moon." https://t.co/TJhsC1z7lb ...
德媒:“亚洲世纪”启幕,西方如何“管理衰落”
Huan Qiu Shi Bao· 2026-02-09 22:39
德国《时代周报》 1 月 29 日文章,原题:我们正在见证进入亚洲世纪的过渡 新年伊始,美国绑架马杜 罗、威胁吞并格陵兰、退出66个国际组织。美国国务卿卢比奥几乎是漫不经心地宣布了多边主义(各国 共同制定和遵守国际规则)的终结……这种剧变的速度令人惊讶。当美国削弱跨大西洋联盟时,中国正 持续崛起为全球强国。欧洲会在这一过程中被边缘化吗?本文探讨了新世界秩序可能的样子。 全球化的赢家在亚洲 美国放弃多边主义,并不代表整个秩序崩溃。近几十年全球化的赢家在亚洲。如今中国与美国平起平 坐,甚至在某些领域领先。中国倡导自由贸易,美国却加征关税。至少在经济层面,自由秩序在权力格 局改变的情况下得以延续。新兴的世界秩序或许并非全然舍弃旧秩序,但是西方的权力正在衰弱却是不 争的事实。 卢比奥上任不久就将世界描述为"多极世界"(国际政治格局中多个力量中心并存的状态——编者注), 并将冷战后美国的单极格局视为一种历史异常。但更重要的问题是,多极格局将如何演变。这场演变会 遵循国际法律标准,还是会演变成一场怪诞的权力政治闹剧?当前"让美国再次伟大"运动正在主导这一 转变。讽刺的是,对委内瑞拉的袭击也是美国战略无能为力的结果,并因此 ...
Tech roars back, 2026 IPO enthusiasm is fueled by AI
Yahoo Finance· 2026-02-09 22:23
Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we'll be diving into. It was a recordbreaking day on Wall Street. The Dow holding above 50,000 as investors gear up for a busy week.We've got the takeaways of the trade today. Plus, the race to go public is heating up between s ...
SpaceX Launches Starlink 17-25 Mission from SLC-4E Vandenberg, California
The Launch Pad· 2026-02-09 22:06
Watch LIVE as SpaceX launches 25 Starlink satellites aboard Falcon 9, to Sun-Synchronous orbit from Space Launch Complex 4E (SLC-4E) at Vandenberg Space Force Base in California. #SpaceX #Falcon9 #Starlink Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.c ...
X @Bloomberg
Bloomberg· 2026-02-09 22:04
The US labor board is giving up oversight of SpaceX, abandoning a yearslong legal battle and handing a victory to Elon Musk. https://t.co/qM0p9o0bG5 ...
Elon Musk sets his sights on the moon, the bullish cases for OpenAI and Oracle
Youtube· 2026-02-09 21:48
Market Overview - The Dow is holding above the 50,000 level, with small gains noted [1] - The NASDAQ composite is up 1%, indicating a resurgence in the tech sector [2] - The S&P 500 is up about 0.61%, with both the equal-weight S&P 500 and S&P 600 (small caps) reaching record highs [3] Bond and Currency Movements - The 10-year Treasury yield is down to 4.2%, while the 30-year yield is approximately 4.85% [4] - The US dollar index has seen a significant move, down 0.8%, which is notable for currency markets [4] Sector Performance - The technology sector (XLK) is up 1.86%, with semiconductors and software showing strong performance [5] - Healthcare, staples, financials, and consumer discretionary sectors are underperforming, with retail stocks in the red [6] Upcoming Economic Data - The January jobs report is expected to show an increase of 70,000 payrolls, with the unemployment rate holding steady at 4.4% [10] - The consumer price index for January is anticipated to rise by 2.5%, with core inflation expected to inch up by 0.2% month-over-month [13] Industrial and Manufacturing Outlook - The industrial and manufacturing economy is showing signs of a rebound, with PMI data exceeding expectations and new orders index rising significantly [21][22] - This rebound is attributed to easing monetary policy from the Federal Reserve, which has led to a positive shift in leading indicators [28] Investment Opportunities - There is a call for a rotation into "old economy" sectors such as energy, materials, and industrials, which have underperformed during the recent industrial weakness [30] - Investors are encouraged to diversify their portfolios beyond technology, which currently dominates market cap [32] Chipotle's Marketing Strategy - Chipotle recently gave away $1 million in free food to 100,000 customers during the Super Bowl, aiming to attract more consumers amid a slowdown [46][47] - The company plans to open between 350 and 370 new restaurants this year, expanding its footprint in various regions [59][60] SpaceX's Strategic Shift - SpaceX is pivoting its focus from Mars to the moon, which is seen as a more realistic goal for upcoming missions and potential IPO clarity [106][107] - The moon base strategy is linked to the production of materials for orbital data centers, leveraging the moon's resources [109] Oracle's Market Position - DA Davidson has upgraded Oracle's stock to a buy, citing its ties to OpenAI and TikTok as potential growth drivers [113][114]
Elon Musk's SpaceX is pivoting away from Mars, to focus on the moon instead
Yahoo Finance· 2026-02-09 21:35
Elon Musk is on a different mission with SpaceX as he sets his sights back on the moon. Finances Praz Sumemerian joins us now. All right, so big picture, >> why why is Musk making this pivot.Why from Mars to the moon. Is this IPO timing. Is this, you know, this is just what's realistic right now.What's going on. >> I mean, I think it's a combination like you said, let's start with the realism part, right. So Mars, as audacious as it was, getting out there in theory is completely unrealistic anytime soon, ri ...