【必看】馬斯克 x 黃仁勳驚天佈局！AI 耗電救星竟在太空？揭秘 SpaceX 1.5 萬億估值背後的真相！普通人翻身靠這次！ #黃仁勳 #英偉達 #谷歌

Dear viewers I just saw a news report.

This could change your perspective on investing over the next 10 years.

Musk himself on social media SpaceX's IPO plans confirmed SpaceX officially announced that it will launch the rocket between June and July 2026.

To conduct a large-scale IPO Target valuation exceeds $1 trillion It could even reach as high as $1.5 trillion.

Meanwhile, Silicon Valley tech giants Google, Amazon, and OpenAI are also setting their sights on space.

The idea of building a data center in outer space Attempting to overcome the energy and heat dissipation bottlenecks of AI This signifies a complete space industry chain.

It is becoming a "super track" driving the next technological leap.

From infrastructure and communication networks to the computing power revolution Global capital is eagerly pursuing Decide the next ten years The ultimate battleground for global wealth distribution Not on Wall Street Not in Silicon Valley In space Musk's confirmation This not only confirms the reality of the concept of space computing power.

It also signifies a war that extends from the ground to space.

It has moved from "science fiction" into "reality".

This is the final battle in the AI competition.

In today's video, I'll show you...

What is space computing power?

Why did Musk say...?

This is the most important part of SpaceX's valuation.

Google, Amazon and other giants Why move the data center to the sky?

More importantly, after SpaceX confirmed its IPO...

This war extends from the ground to space.

For us ordinary investors What does it really mean?

It's a huge bubble.

Or the golden opportunity of the next decade?

If you don't want to be left behind in the next wave of the times Please watch this video from beginning to end.

We talked about this in a previous video.

The AI revolution has four waves.

Hardware, software, and applications And it was specifically emphasized at the time The fourth wave is an indispensable section.

It's "electricity".

Over the past six months we have seen Microsoft restarts nuclear power plants Amazon buys solar power parks Nuclear energy and power grid stocks skyrocketed.

But today I'm going to tell you an even more shocking fact.

The gameplay of this fourth wave of electricity has changed.

Why Because we've encountered a physical deadlock.

Earth can't hold it all AI development has hit a wall.

Build a super AI data center on the ground You will face three physical limits Insufficient energy Heat dissipation is too difficult Land scarcity Of these three questions The most urgent issue is energy.

Because AI consumes a lot of power It's bigger than anyone could have imagined.

A large model with hundreds of billions of parameters Power consumption per training session That's equivalent to the annual electricity consumption of a small town.

And now the model parameters of the giants It has already reached the trillion level International Energy Agency predicts Global data center power consumption will double by 2030.

Rapid growth to nearly 1 trillion kilowatt-hours This is more than the entire annual electricity consumption of Japan.

This means electricity It has become a new bottleneck in the development of AI.

Technology companies were originally just "customers" of power companies.

Only the electricity bill needs to be paid.

But now AI consumes a lot of power.

It has become so large that no country's power grid can match its size.

Easily satisfied As a result, tech giants were forced to transform into "energy companies".

They had to invest tens of billions Even hundreds of billions of dollars Self-built power plant Or sign a power purchase agreement that lasts for decades.

This money is the "hidden tax" on AI.

Besides chip costs, this is what's included in the financial report.

The largest capital expenditure Sam Altman once revealed They planned to build a "Stargate".

Supercomputer The cost of electricity alone could reach tens of billions of dollars.

Meta Google xAI They're all doing the same thing.

They are building their own power plants Signing decades-long power purchase agreements This is no longer as simple as just paying an electricity bill.

This is a direct entry into the energy sector.

It is a huge bottomless pit of capital.

So Musk and Jensen Huang, these top players They have already set their sights on space.

There is no night in space.

Solar panels You can get free energy 24 hours a day.

There was no environmental protection bureau holding us back.

This is why SpaceX is valued.

The underlying logic that allows it to soar like a rocket Because smart money realizes The energy problem can no longer be solved on Earth.

Going to space might be the most effective solution.

So, what we discussed earlier was "the Fourth Wave: Electricity."

It has now been officially upgraded to "Fourth Wave 2.0: Space Computing" So this war that went from the ground to space...

How exactly should the accounts be calculated?

Why I say this could be a bigger opportunity than Nvidia Many people have heard about moving data centers into space.

My first reaction was, "That's too expensive" and "Important."

But if I tell you Developing AI on Earth might be even more expensive.

You might think I'm joking.

Let's look at reality.

A 1GW data center on Earth Electricity alone costs $1 billion a year.

Furthermore, they also face challenges such as insufficient energy and difficulty in heat dissipation.

The triple dilemma of land scarcity These costs far exceed most people's imagination.

Now let's switch our perspective to space.

Musk and Google scientists They did a smarter calculation.

You may have heard a misconception "Space is a vacuum, very cold, so there's no need to spend money on cooling."

Here I'm going to tell you a counterintuitive physical truth.

In fact, a vacuum is the best "thermos".

In space Heat cannot be blown away by the air like it would on Earth.

It can only be emitted through radiation.

Therefore, heat dissipation is actually the space data center The most challenging technical problem It may even require a huge heat sink.

But here's an even more important piece of data.

Ground data center Up to 40% of energy consumption is used for cooling.

While heat dissipation is difficult in space However, according to Morgan Stanley's research Efficiency of radiating heat into deep space Much higher than ground cooling This means you save 40% on electricity costs.

So why Google and Amazon?

We still need to keep sending private servers to the sky.

Are they stupid?

Not because they value what A huge benefit than the difficulty of heat dissipation Unlimited and free energy First Energy Costs Zero On Earth The biggest bottleneck in AI development is not chips, but electricity.

But in space orbit No cloud cover There is no distinction between day and night.

We have 24-hour uninterrupted solar power.

According to Morgan Stanley data Space possesses a near-perfect solar constant.

It is about 30% higher than the optimal lighting conditions on the ground.

And it is unaffected by atmospheric decay, weather, or day/night cycles.

It can provide a continuous and reliable energy supply.

Its power generation efficiency is more than three times that of the ground.

Although satellite launch The construction cost of building a heat dissipation system is very high.

But as soon as the satellite enters orbit Its operating costs include almost zero electricity expenses.

Second, overcome geographical limitations You need to build a data center on Earth.

They had to compete for land, water, and power grid quotas.

But in space, no one will choke you.

So you see, this isn't a science fiction issue at all.

This is an economics problem.

Imagine A 1GW data center on Earth Electricity alone costs $1 billion a year.

In space Although hardware depreciates quickly and is difficult to repair But computing power, which was originally restricted by power companies They will be completely liberated According to institutional calculations Although initial launches are expensive However, over a long period of time...

Total cost of ownership of space data centers Expected to be below ground level Even more amazing is According to Starcloud data Their orbital data center energy costs It will be 90% lower than a ground-based data center.

Starcloud has launched a Satellite weighing 60 kilograms Equipped with NVIDIA's H100 chip Currently running and to Google's open-source model Gemma Query response This symbol The initial attempt at an orbital data center has been successful.

Therefore, SpaceX does not control rockets.

Rather, they will be the "power plants" and "computing centers" of the future AI era.

Only then can their valuation reach such a high level as 1.5 trillion.

Warren Buffett said Invest in companies with wide moats.

Space computing power is what tech giants...

The ultimate moat I dug for myself This is not an open conspiracy.

This is based on cost and benefit calculations.

The most rational business decision The game of this electric wave It can be described as the world's most prestigious technological extravaganza.

Let's take a look at some of the main players.

And their position in this wave.

Undoubtedly Musk is the dealer in this bet.

He has two trump cards: Starship and Starlink.

Starship is the largest rocket ever built by mankind.

His goal was to move large quantities of goods...

Including heavy AI satellites and cooling equipment Sending them into space at extremely low cost Starlink already has more than 7,800 satellites.

Satellite network covering more than 134 countries and regions around the world Provides infrastructure for data transmission in space The combination of these two This forms a closed loop for SpaceX's deployment of space data centers.

Musk himself makes no secret of his ambition.

He bluntly stated the space data center The most influential factor in SpaceX's valuation is...

Its importance far surpasses that of Starlink and Starship.

More importantly, Musk emphasized After SpaceX obtains the spectrum for direct mobile phone connection This will usher in a trillion-dollar market expansion.

In the interview, Musk discussed the concept of space data centers.

Describing a fusion of SpaceX and Tesla Utilizing the upgraded Starlink V3 satellite Equipped with a GPU and interconnected via high-speed laser.

A massive computing cloud will form in orbit.

Musk even stated Provided that the technical obstacles are resolved Starship is expected to be available within four to five years.

Achieve an annual delivery capacity of 100GW And now Musk has officially confirmed it.

SpaceX will [implement this] between June and July 2026.

To conduct a large-scale IPO Target valuation exceeds $1 trillion It could even reach as high as $1.5 trillion.

The market has given such high expectations What we're watching is SpaceX riding the wave of electricity.

Absolute monopoly on this brand new track Musk wants to monopolize the cake.

However, the other giants are not to be underestimated either.

They formed the Challengers Alliance Attempting to break SpaceX's monopoly Google's project is called Project Light Chaser.

Their idea is Utilizing its self-developed AI chip TPU Carry on a satellite Forming a TPU cluster in space Google's advantage lies in its chips and AI algorithms. They hope to deploy TPUs in space by 2027.

Bezos of Amazon, Musk's long-time rival Naturally, he would not be absent.

According to sources Bezos's Blue Origin in the past year Research and development Technologies required for space-based artificial intelligence data centers Bezos even predicted In the next 10 to 20 years The technology industry will be in space Building gigawatt-class data centers And it uses solar energy to supply energy.

Without the influence of weather changes such as clouds and rain Low-Earth orbit satellite network services Directly comparable to Starlink Meanwhile, Amazon's cloud service AWS They are also investing heavily in AI infrastructure.

Ground and Space Amazon is pursuing both approaches.

And behind all of this are the "arms dealers".

It's Nvidia's Jensen Huang.

Whether it's SpaceX, Google, or Amazon If you want to work on AI You can't live without Nvidia GPUs Although Huang Renxun himself does not launch satellites But he has invested in startups like Starcloud.

And we have in-depth cooperation with all cloud service providers.

In a recent conversation with Musk He further stated explicitly The development of AI is not a bubble.

Rather, it's a structural shift from CPU to GPU.

A new industrial revolution This is the landscape of the electric power revolution.

They are all vying for different positions in the electric wave.

This is not a simple competition.

Rather, it's a struggle for the energy lifeline of the entire AI era.

Besides these American giants China and Europe also have their own space programs. It's no longer a game for one company or one country.

It is a global technological arms race.

We are witnessing it firsthand.

The beginning of the next "era of massive infrastructure development" This time, however, the construction site is not on the ground.

And in the vast universe At this point, I know many viewers...

You may be experiencing two extreme forms of pain in your heart.

The first type is those who hold a lot of AI stocks.

Although it makes money on paper But I felt very panicked.

Watching the stock price fluctuate every day Fearing a sharp pullback They would give back all the profits they had made over several months or even years.

I don't know whether I should run or not.

The second type is having a full hand of cash.

Seeing news about AI every day makes me itchy to get involved.

But I don't dare to go in.

I think it's worth going in at this price.

He's definitely the one who takes over the losses.

But if you don't enter the market, you might miss out on this wave.

This market trend may be a once-in-a-decade event.

Every day I oscillate between the fear of missing out and being trapped in a losing position.

Extremely anxious Faced with such a grand Yet a future full of uncertainty How should ordinary investors conduct themselves?

First, we must recognize A new era is dawning Huang Renxun is right This is not a bubble This is an industrial revolution In this revolution Computing power is the new oil Data centers are the new oil refineries Space is becoming the ultimate battleground in this resource war.

Understanding this macro background Only then can we gain a higher perspective and a broader vision in investing.

Secondly, we must learn to "go with the flow".

This is from my "Winning Techniques Free Course" The core concept that has been repeatedly emphasized The trend of the electric wave It is based on the underlying needs of AI development.

Energy is a resource that tech giants use to spend hundreds of billions of dollars.

The direction chosen by real money in voting What we need to do is follow the trend.

Find the strongest companies in a strong trend.

So, specifically regarding investment targets...

We can focus on several directions The King of Infrastructure This includes companies like SpaceX.

Such companies provide launch services and satellite networks Once it goes public, it will inevitably become the focus of the market.

Satellite industry chain Launching a satellite requires a large number of components.

From solar panels, communication modules To anti-radiation chips In this industrial chain Some hidden champions will definitely emerge.

Ground equipment and service providers Space computing power will ultimately serve ground-based applications.

Those capable of providing satellite data reception Companies that process and apply services It will also bring huge growth opportunities.

Of course, I also want to remind everyone The development of any new technology All of these are inevitably accompanied by huge risks and fluctuations.

The concept of space computing power has broad prospects.

However, it is still in a very early stage.

Technical difficulties For example, temperature management Cosmic radiation protection Data transmission delay There are still breakthroughs to be made.

Any oversight in any link All of these could lead to the failure of the entire system.

Furthermore, it needs to reach a scale comparable to that of the ground.

Requires launching tens of thousands of satellites This relates to current launch capabilities and cost control.

Extremely high requirements were put forward.

Investor Gavin Baker also pointed out For reasoning tasks The application prospects of space data centers are becoming clearer.

However, due to its large scale The training task of the AI model Complete migration to space It may take longer This road to space AI computing power It is destined to be long and arduous.

When the market was in a frenzy We must remain clear-headed.

Do a good job in risk control That's why I keep emphasizing Investing is a process that requires continuous learning.

You need a systematic approach To help you judge trends and choose companies And buy and sell at the right time.

This method In my "Winning Techniques Free Course" It has a very detailed explanation If you are systematic Interested in improving one's investment skills You are also welcome to click on the information section below to learn more.

Additionally, on the evening of December 16th I will have a free live stream In this live broadcast There are three key points First, I will use data to tell you.

Is the AI bubble a real warning sign or just a false panic?

Let you stop being led by market sentiment.

Secondly, I will disclose this separately.

Three companies I've been closely monitoring recently And why it deserves special attention in a volatile market.

I will answer your questions during the live stream.

No matter which AI stock you recommend If you have any questions I will share my views.

In order to interact with everyone more instantly Answering everyone's questions This live broadcast We will be launching a brand new feature.

In my "Rich Smart Wealth Stock Selection" APP "Voice Chat Room" If you download my app before December 16th You can participate in this live stream for free.

But here's a reminder.

To ensure the interactive quality of the live stream I will control the number of people entering.

Therefore, the number of places is limited.

Click the link in the information bar below now.

Download my app Secure your seat!

See you online.

If you have any thoughts on today's topic...

Or what other companies do you think are included?

Will stand out in this space race Feel free to leave a comment below.

Let's discuss it together.

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