为何埃隆·马斯克突然频繁谈论太空数据中心

Why Elon Musk Is Suddenly Talking So Much About SpaceData Centers 为何埃隆·⻢斯克突然频繁谈论太空数据中⼼ It’s not just because of the SpaceX IPO. AI companies are getting impatient with buildingdata centers on Earth, or at least in the U.S. 这不仅仅是因为SpaceX的⾸次公开募股。⼈⼯智能公司对在地球上（或⾄少在美国）建设数据中⼼越来越缺乏耐⼼。微信公众号 404K微信公众号 404K By作者：尼克·温菲尔德and和科⾥·温伯格Nick WingfieldCory Weinberg Dec14,2025,8:00am PST Rocket Drop⽕箭投送 The falling costs of getting payloads to space could help space data centers get off the ground. 将有效载荷送⼊太空的成本持续下降，或将助⼒太空数据中⼼实现突破性发展 Every so often,prominentfigures in tech begin amplifying the same topic so energetically that it makes you wonder ifthey’re all on the same group chat (or if the hive mind from “Pluribus,” the Apple TV+ sci-fishow, is a real thing). Onesuch moment occurred this past week, when it became hard to escape the deafening online chatter about data centersin space. 科技界的显赫⼈物偶尔会突然集体⾼调炒作同⼀个话题，其热忱程度令⼈不禁怀疑他们是否在某个群聊⾥达成了共识（抑或苹果TV+科幻剧《普莱瑞布斯》中的蜂巢思维真的存在）。上周就出现了这样的时刻——关于太空数据中⼼的喧嚣讨论席卷⽹络，让⼈⽆处可逃。 That was in large part thanks to Elon Musk, whobegan promotingthe concept through aseries of postson X. It isn’t justMusk hyping the concept, though. Amazon executive chair and founder JeffBezos and former Google CEO Eric Schmidthaveboth been big believersfor a while. Nvidia CEO Jensen Huang has also jumped on the bandwagon. 这主要归功于埃隆·马斯克，他通过X平台的⼀系列推⽂⼤⼒⿎吹这个概念。但不⽌马斯克在炒作，亚马逊执⾏董事长兼创始⼈杰夫·贝索斯和前⾕歌CEO埃⾥克·施密特早就是该理念的坚定拥护者。英伟达CEO黄仁勋也迅速加⼊了这场狂欢。 Last month, Google, one of the biggest cloud providers, said itplans to launchprototype satellites by 2027 to see how itsAI chips, called tensor processing units, perform in space. And this week, a space data center startup, Starcloud,said ithad trainedthefirst large language model in space aboard a demonstration satellite outfitted with an Nvidia graphicsprocessing unit.微信公众号 404K微信公众号 404K 上⽉，云计算巨头⾕歌表⽰计划在2027年前发射原型卫星，测试其张量处理器（TPU）在太空中的性能。⽽本周，太空数据中⼼初创公司Starcloud宣布，他们在配备英伟达GPU的演⽰卫星上完成了⾸个太空⼤型语⾔模型训练。 On one hand, this is an exhilarating vision, especially if you’re a sci-finerd. But there’s also a more pessimisticinterpretation of the sudden enthusiasm of so many smart, powerful AI barons for sticking data centers in space—namely, they don’t think the U.S. can meet the compute needs of the AI industry on terrafirma. That makes sense, aswe’ll explain. First, though, we should acknowledge that some of the proponents of data centers in space—Musk inparticular—have other agendas. ⼀⽅⾯，这是个令⼈振奋的愿景，尤其对科幻迷⽽⾔。但若⽤更悲观的视⾓解读——当这么多精明强⼲的AI巨头突然热衷将数据中⼼送上太空，背后或许暗⽰他们认为美国本⼟已⽆法满⾜AI⾏业的算⼒需求。这种逻辑有其合理性，后⽂将详述。不过⾸先需要承认，太空数据中⼼的某些⽀持者（特别是马斯克）实则另有所图。 T h eT a k e a w a y核⼼要点 AI industry leaders are championing space data centers amid Earth-based challenges. AI⾏业领袖正因地⾯临挑战⽽⼒推太空数据中⼼ U.S. data centers are facing power shortfalls and community opposition. 美国本⼟数据中⼼正⾯临电⼒短缺和社区抵制微信公众号 404K Space data centers promise free solar power and natural cooling, advocates say. ⽀持者称太空数据中⼼能享受免费太阳能与天然冷却优势 As wefirst reported10 days ago, Musk’s rocket company, SpaceX, is currently eyeing the second half of next year for aninitial public offering. SpaceX already had a good story to tell investors—about the dominance of its rocket-launchingbusiness and Starlink satellite internet service. Adding the idea that SpaceX could accelerate the launch of data centersinto space allows the company to tap into the mother of all investor narratives, AI—just as Musk has sought to do withhis other public company, Tesla, through initiatives like its Optimus humanoid robot. 正如我们⼗天前⾸次报道的那样，马斯克的⽕箭公司SpaceX正考虑在明年下半年进⾏⾸次公开募股。SpaceX原本就有吸引投资者的精彩故事——关于其在⽕箭发射业务和星链卫星互联⽹服务领域的绝对优势。⽽如今提出在太空加速部署数据中⼼的概念，更让该公司得以触及最受资本追捧的叙事母题：⼈⼯智能——这恰如马斯克通过Optimus⼈形机器⼈等项⽬，为其上市公司特斯拉打造的叙事策略。 To say that the vision of orbiting data centers hasits skepticswould be a radical understatement. Radiation will cooktheir AI chips, these critics say. Servicing them when they malfunction or replacing the chips when they’re obsolete willbe, shall we say, interesting. 如果说轨道数据中⼼的前景尚存质疑者，这种表述实在太轻描淡写了。批评者们指出：宇宙辐射会烤焦AI芯⽚，设备故障时的维修维护、芯⽚迭代时的更换升级——⽤他们的话说——将会"妙趣横⽣"。 Try askingDeep Research to… 尝试让深度研究... How will AI paying for things change online shopping and banking? ⼈⼯智能⽀付⽅式将如何改变⽹购和银⾏业？ View Response查看回应 “I have no idea how sending things to space is cheaper than building them on the ground, but [I] have also never built adata center,” one space company executive said this week via text when asked for his stance on space data centers. "我实在想不通把设备发射到太空怎么会⽐地⾯建造更便宜，当然我也从没建过数据中⼼，"某航天公司⾼管本周被问及对太空数据中⼼的⽴场时，通过短信如此回应。 Still, Musk and others seem very confident that they are inevitable. The reason they most commonly cite is the free,uninterrupted solar power and cooling that space provides, which could theoretically make the operational costs of aspace data center much lower than on Earth. Also, it’s getting cheaper to transport objects into space. 尽管如此，马斯克和其他⼈似乎⾮常确信太空数据中⼼终将成为现实。他们最常引⽤的理由是太空中免费的、不间断的太阳能供电和⾃然冷却条件——理论上这将使太空数据中⼼的运营成本远低于地球。此外，将物资送⼊太空的成本也正变得越来越低。 Currently, the cheapest way to lob somethin