SpaceX描绘万亿美元市场蓝图,AI领域占据绝对主导

投资观察
May 21

在昨日提交的IPO文件中,SpaceX对其潜在市场规模给出了一个惊人的预估。这家商业航天巨头表示,其“总可寻址市场”(TAM)规模高达28.5万亿美元。

这一宏伟蓝图被细分为几个关键领域。其中,来自太空赋能解决方案的“太空”业务市场约为3700亿美元,而包含星链宽带和星链移动服务的“连接”业务市场则达到1.6万亿美元。

然而,真正令人瞩目的焦点在于人工智能领域。SpaceX认为,其AI相关的总可寻址市场高达26.5万亿美元,占据了公司所描绘市场蓝图的绝大部分。这一市场具体包括:价值2.4万亿美元的AI基础设施、7600亿美元的消费者订阅服务、6000亿美元的数字广告,以及高达22.7万亿美元的企业级应用市场。

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