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太空成为AI算力的新战场 相关产业链有望迎来爆发
Xin Lang Cai Jing· 2025-11-09 23:56
Core Viewpoint - Elon Musk's statement on X platform highlights the potential of "space data centers" as a global tech focus, emphasizing the role of Starship technology in deploying solar-powered AI satellites to achieve "1 terawatt (1TW) of AI computing power" annually [1] Group 1: Industry Insights - Space data centers are identified as a solution to the energy bottleneck in AI data centers (AIDC), offering low operational costs, high power generation, and rapid deployment as key advantages [1] - The transition from "ground-based computing" to "space-based computing" is underway, with plans for a global space computing network as part of the ongoing development [1] Group 2: Company Developments - Putian Technology is actively involved in the "Trinity Computing Constellation," a pioneering in-orbit AI computing project, contributing to key areas such as inter-satellite and ground station construction [1] - Cape Cloud has signed a strategic cooperation agreement with Guoxing Aerospace to jointly develop AI satellite products equipped with advanced models and establish a ground computing center for satellite data processing [1]