算力战场或许已从地面延伸到苍穹

华尔街见闻
Sep 14

站在当前时点,我们继续寻找AI基础设施的其他延伸方向。市场聚焦于算力基建中的光模块、交换机等硬件设施,或对AI应用的突破充满期待,但未来当算力规模突破临界点时,对能源、空间及散热的底层逻辑或已发生质变。当数据中心电量需求激增、美国电力基建滞后之时,美国Starcloud千兆瓦级轨道电站与中国“三体计算星座”的实时响应正在昭示:算力战场或许已从地面延伸到苍穹。 何为太空算力?——部署于太空轨道上的...

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