事件近期,马斯克提出太空AI计算中心构想:每年向太阳同步轨道发射100万吨级卫星,每颗卫星提供100千瓦的AI算力,从而每年新增总计100吉瓦(GW)的计算能力。点评远期太空光伏或成行业需求第二成长曲线。从市场需求来看,太阳能是航天活动的首选能源,此前太空光伏的需求主要是卫星太阳翼,随着单颗卫星功率需求的增长,太阳翼面积也呈不断提升趋势,当前行业整体规模较小,但正快速扩容。远期,若太空数据中心的...
Source Link事件近期,马斯克提出太空AI计算中心构想:每年向太阳同步轨道发射100万吨级卫星,每颗卫星提供100千瓦的AI算力,从而每年新增总计100吉瓦(GW)的计算能力。点评远期太空光伏或成行业需求第二成长曲线。从市场需求来看,太阳能是航天活动的首选能源,此前太空光伏的需求主要是卫星太阳翼,随着单颗卫星功率需求的增长,太阳翼面积也呈不断提升趋势,当前行业整体规模较小,但正快速扩容。远期,若太空数据中心的...
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