Rohan Paul@rohanpaul_ai · X据路透报道，SpaceX 750亿美元IPO已获约1500亿美元需求（2倍超额认购）。SpaceX在路演中表示，其AI业务可瞄准23万亿美元市场，通过太空建设AI算力突破地球限制。公司称美国电力与算力增长落后于中国，计划用SpaceX发射将数据中心等送入太空弥补差距。此前SpaceX披露与Google的云服务协议，Google每月支付9.2亿美元（约110亿美元/年）用于xAI数据中心算力。
Rreuters： SpaceX's $75B IPO is already seeing about $150B in demand （2x oversubscribed）
SpaceX has said its AI business could chase a $23 trillion market， that it can use space to build AI compute capacity beyond the limits of Earth-based companies.
"By dramatically reducing the cost of access to space， we have been able to expand our mission to address some of the Earth's most pressing challenges， including bridging the digital divide by aiming to connect over three billion unconnected people to the internet and humanity's collective knowledge，" SpaceX said in the roadshow presentation.
SpaceX said U.S. electricity generation and computer-capacity growth have fallen behind China， partly due to barriers around major U.S. projects. SpaceX thinks that shortfall can be remedied by putting data centers and other infrastructure in space using SpaceX launches.
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reuters. com/business/finance/spacex-ipo-running-two-times-oversubscribed-sources-say-2026-06-05