Elon Musk在摩根大通对话中首提太空AI数据中心,用100,000颗卫星支撑AI扩张,这不仅是SpaceX的上市前奏,更是AI基础设施从地面延伸到轨道的信号。
马斯克在JPMorgan活动上回应SpaceX上市问题:他已被建议上市近10年,自2014-2015年起SpaceX就已实现正现金流并自筹资金,之前的私募轮次实际是面向投资者和员工的流动性/回购轮次。当前不同之处在于SpaceX正进入显著资本增长阶段,计划发射约10万颗通信卫星(可能超10万颗),AI和机器人对带宽需求巨大,还将在太空中建设AI数据中心,马斯克认为这将成为AI扩张的主要手段。
Elon Musk on taking SpaceX public:
"I've been asked for many years about taking SpaceX public, so it's probably been almost 10 years that people have been suggesting to me that I should take SpaceX public. We've been positive cash flow for quite a long time, I think, since around 2014-2015 and we've been self-funding, in fact, in our sort of private equity rounds, we actually have not been fundraising rounds, they've been liquidity rounds for investors and employees, because we give everyone at the company stock, and SpaceX has actually bought back stock in most of our sort of funding events.
What's different about now is that was it's a number of things, we are embarking on a significant growth phase, like capital growth phase, where we're are going to put in orbit, probably 100,000 satellites, probably over 100,000 satellites, just for communications. The appetite for bandwidth of AI and robots is going to be enormous, and then we're also doing the AI data centers in space, which is another massive capital endeavor, but I think it will be the primary means by which AI can be expanded."