金色财经|7月 18, 2026 21:14
[ARK: SpaceX is no longer just a rocket company]
According to Golden Finance, on July 19, following the largest IPO in history, SpaceX shifted its core narrative focus for investors to artificial intelligence rather than aerospace rocket operations:
After acquiring Elon Musk's xAI, Grok large-scale models, and two world-class computing power data centers, SpaceX informed investors that over 90% of the company's future market growth potential would come from artificial intelligence business rather than the aerospace sector.
The company employs a vertically integrated strategy across the entire industry chain: independently managing rocket launches, computing power data centers, and the full AI ecosystem. Currently, its computing power resources are being leased externally, with clients including Anthropic, Google, Reflection AI, and other enterprises.
ARK estimates: After scaled operations, space launch costs could drop to below $100 per kilogram; the construction cost of in-orbit space data centers is 25% lower than ground-based data centers, and they can continuously receive sunlight, making energy costs nearly zero.
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