BitalkNews|Feb 05, 2026 02:11
ARK radical prediction: The future of AI computing in space
ARKInvest discussed the merger of SpaceX and xAI in its latest podcast, with the following core points:
The Future of AI Computing in Space
The proportion of reasoning will continue to increase, and training itself will increasingly rely on simulation/reasoning.
Within 5 years, ground data centers will still dominate, and in 10 years, space computing power will emerge victorious.
In the future, SpaceX can directly sell computing power to big players such as Google and OpenAI.
Tesla's transition to robotics/AI is the main focus
Tesla is transitioning from electric vehicles to robots (Optimus, Robotaxi), and the xAI model will become its reasoning brain.
The three companies (Tesla, SpaceX, xAI) are highly interconnected, with chip sharing, solar supply chain, satellite computing power, and may eventually merge into a super entity.
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