小龙先生|7月 18, 2026 00:18
According to *The Wall Street Journal*: Musk's SpaceX is in talks with the U.S. Department of Defense to provide computing power. Could this be a potential bullish signal for $SPCX stock?
Wait, isn’t SPACX about rocket launches? How does it provide computing power?
1. **Short-term existing solution:**
Build COLOSSUS ground-based computing centers with hundreds of thousands of NVIDIA chips, originally intended for xAI large models, but can be rented out to the military for training AI systems.
Combined with Starlink satellites to globally transmit battlefield data, forming an integrated "collection-computation-transmission" system—an aerospace advantage that regular cloud providers don’t have.
2. **Long-term space computing solution:**
Develop AI1 computing satellites, each equipped with high-performance computing servers, and launch them in batches via Starship to form a network.
Distributed space-based computing directly processes reconnaissance data in orbit, with stronger survivability during wartime.
3. **Role of rockets:**
Rockets don’t directly provide computing power—they’re the infrastructure for launching satellites and building the space computing network.
Got it, folks?
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