正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

Is space the next investing frontier? BlackRock’s Reid Menge breaks down why terrestrial constraints, AI-driven demand and falling technology costs could mean portions of economic activity move into orbit. From powering AI with space-based solar to satellites serving multiple industries at once, the opportunity may be closer than many... show more

BlackRock

1,064,168 subscribers

13,177 次观看 • 1 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

AI continues to evolve, influencing a range of industries and investment themes. BlackRock’s Brian Dunlap breaks down where investors may find growth across the full #AI value chain:

AI continues to evolve, influencing a range of industries and investment themes. BlackRock’s Brian Dunlap breaks down where investors may find growth across the full #AI value chain:

BlackRock

17,036 次观看 • 8 个月前

The #AI buildout is in full swing. Paul Henderson, Senior Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think the AI #megaforce could be accelerating in this week’s #MarketTake 👉

The #AI buildout is in full swing. Paul Henderson, Senior Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think the AI #megaforce could be accelerating in this week’s #MarketTake 👉

BlackRock

23,817 次观看 • 1 年前

The evolution of AI is redefining the technology “stack” – and the investment opportunity set. BlackRock’s Head of the Fundamental Equities Technology Group, Tony Kim, explains: #BLKBottomLine

The evolution of AI is redefining the technology “stack” – and the investment opportunity set. BlackRock’s Head of the Fundamental Equities Technology Group, Tony Kim, explains: #BLKBottomLine

BlackRock

71,824 次观看 • 1 年前

What needs to happen for space-based data centers to scale? Lower launch costs and reusable systems could enable AI compute in orbit, easing terrestrial constraints and expanding infrastructure. Watch the "Big Ideas 2026" webinar to learn more. ARK Invest Europe

What needs to happen for space-based data centers to scale? Lower launch costs and reusable systems could enable AI compute in orbit, easing terrestrial constraints and expanding infrastructure. Watch the "Big Ideas 2026" webinar to learn more. ARK Invest Europe

ARK Invest

71,466 次观看 • 3 个月前

What will it take to power the next phase of #AI? After more than 15 years of flat growth, US electricity demand is rising again as AI moves into real world inference, answering questions, powering applications, and embedding itself into daily life. On the latest episode of The Bid #podcast, Will Su from BlackRock’s Fundamental Equities Group joins host Oscar Pulido to explore how investments in natural gas, solar, battery storage, and nuclear power are shaping a new infrastructure cycle and what it means for utilities and capital markets. 🎧 Listen:

What will it take to power the next phase of #AI? After more than 15 years of flat growth, US electricity demand is rising again as AI moves into real world inference, answering questions, powering applications, and embedding itself into daily life. On the latest episode of The Bid #podcast, Will Su from BlackRock’s Fundamental Equities Group joins host Oscar Pulido to explore how investments in natural gas, solar, battery storage, and nuclear power are shaping a new infrastructure cycle and what it means for utilities and capital markets. 🎧 Listen:

BlackRock

14,277 次观看 • 4 个月前

Elon Musk predicts AI compute in space could become cheaper than terrestrial AI far sooner than most people expect....possibly within just 2–3 years Because solar panels in orbit can generate roughly 5x more usable energy than on Earth because there’s: • No atmosphere blocking sunlight • No day-night cycle • No seasonal variation • Continuous exposure to the Sun • Far higher solar energy efficiency than on Earth Space-based solar can eventually become cheaper than terrestrial solar because you don’t need massive protective structures, heavy glass, or weather-resistant infrastructure And once launch costs fall low enough with fully reusable rockets like Starship, deploying AI clusters in orbit could become economically compelling The future of AI will scale with solar-powered compute infrastructure operating directly in space

Elon Musk predicts AI compute in space could become cheaper than terrestrial AI far sooner than most people expect....possibly within just 2–3 years Because solar panels in orbit can generate roughly 5x more usable energy than on Earth because there’s: • No atmosphere blocking sunlight • No day-night cycle • No seasonal variation • Continuous exposure to the Sun • Far higher solar energy efficiency than on Earth Space-based solar can eventually become cheaper than terrestrial solar because you don’t need massive protective structures, heavy glass, or weather-resistant infrastructure And once launch costs fall low enough with fully reusable rockets like Starship, deploying AI clusters in orbit could become economically compelling The future of AI will scale with solar-powered compute infrastructure operating directly in space

X Freeze

20,056 次观看 • 2 个月前

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing. Check out the latest BlackRock Bottom Line:

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing. Check out the latest BlackRock Bottom Line:

BlackRock

25,227 次观看 • 8 天前

ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."

ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."

DogeDesigner

266,777 次观看 • 8 个月前

Elon Musk: Data centers in space are much easier than people think. “SpaceX at this point has 10,000 satellites in orbit right now. And in the future, with Starship, we'll be launching over 10,000 communication satellites per year, each one of which is much more capable than our current satellites. So you can expect, probably, 10 to 100 times more communications capability than currently exists from space. But that will pale in comparison to the tonnage of AI satellites.” Interview with Forbes, May 18, 2026

Elon Musk: Data centers in space are much easier than people think. “SpaceX at this point has 10,000 satellites in orbit right now. And in the future, with Starship, we'll be launching over 10,000 communication satellites per year, each one of which is much more capable than our current satellites. So you can expect, probably, 10 to 100 times more communications capability than currently exists from space. But that will pale in comparison to the tonnage of AI satellites.” Interview with Forbes, May 18, 2026

ELON CLIPS

43,161 次观看 • 1 个月前

Why should investors consider investing in public infrastructure? BlackRock’s Balfe Morrison breaks down three reasons why:

Why should investors consider investing in public infrastructure? BlackRock’s Balfe Morrison breaks down three reasons why:

BlackRock

165,404 次观看 • 10 个月前

In this week’s #MarketTake, my colleague Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think solid growth and the #AI buildout should buoy U.S. earnings 👉

In this week’s #MarketTake, my colleague Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, breaks down why we think solid growth and the #AI buildout should buoy U.S. earnings 👉

BlackRock

20,780 次观看 • 8 个月前

In this week’s episode of The Bid #podcast, Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-Head of Systematic Equities at BlackRock, join host Oscar Pulido to understand the current themes driving the intersection of #AI and geopolitics, how the technology and AI race is evolving, and the broader implications of the shifting U.S. policy landscape on active management opportunities. Listen 🎧 to the full episode here:

In this week’s episode of The Bid #podcast, Catherine Kress, Head of Geopolitical Research at BlackRock, and Jeff Shen, Co-Head of Systematic Equities at BlackRock, join host Oscar Pulido to understand the current themes driving the intersection of #AI and geopolitics, how the technology and AI race is evolving, and the broader implications of the shifting U.S. policy landscape on active management opportunities. Listen 🎧 to the full episode here:

BlackRock

20,927 次观看 • 1 年前

As we move into 2026, AI is the defining mega force reshaping economies and markets. Wei Li, BlackRock’s Global Chief Investment Strategist, shares the three themes of the BlackRock Investment Institute’s 2026 Global Outlook:

As we move into 2026, AI is the defining mega force reshaping economies and markets. Wei Li, BlackRock’s Global Chief Investment Strategist, shares the three themes of the BlackRock Investment Institute’s 2026 Global Outlook:

BlackRock

38,534 次观看 • 7 个月前

Aetherflux is taking AI compute to orbit with NVIDIA to launch the new era of space innovation. This includes bringing the NVIDIA Space-1 Vera Rubin Module, IGX Thor, and Jetson Orin to space, powering geospatial intelligence and autonomous space operations for next-generation space missions. We are deploying advanced satellite constellations designed to act as high-performance hubs for AI compute in orbit.

Aetherflux is taking AI compute to orbit with NVIDIA to launch the new era of space innovation. This includes bringing the NVIDIA Space-1 Vera Rubin Module, IGX Thor, and Jetson Orin to space, powering geospatial intelligence and autonomous space operations for next-generation space missions. We are deploying advanced satellite constellations designed to act as high-performance hubs for AI compute in orbit.

Cowboy Space Corp.

14,221 次观看 • 3 个月前

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that could revolutionize industries and economies on a global scale. Nicholas Fawcett, BlackRock Investment Institute senior economist, joins host Oscar Pulido to explore what #AI means for the broad economy and the different stages of AI's evolution. Listen 🎧 to the full episode here:

AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that could revolutionize industries and economies on a global scale. Nicholas Fawcett, BlackRock Investment Institute senior economist, joins host Oscar Pulido to explore what #AI means for the broad economy and the different stages of AI's evolution. Listen 🎧 to the full episode here:

BlackRock

29,827 次观看 • 1 年前

Elon Musk: "I think there's increasingly a convergence between SpaceX, Tesla, and @xAI, in that if the future is solar powered AI satellites, which is pretty much needs to be in order to harness a non-trivial amount of the sun you have to move to AI powered satellites in space"

Elon Musk: "I think there's increasingly a convergence between SpaceX, Tesla, and @xAI, in that if the future is solar powered AI satellites, which is pretty much needs to be in order to harness a non-trivial amount of the sun you have to move to AI powered satellites in space"

Sawyer Merritt

51,532 次观看 • 7 个月前

$This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.$

This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.

Nic Cruz Patane

49,019 次观看 • 7 个月前

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 次观看 • 1 个月前

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 次观看 • 1 个月前

Here's Elon Musk explaining why we'll have to move AI to deep space. “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. So, to move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To scale to Kardashev, to make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. I mean, Earth is a tiny dust mote. Earth, to scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Tesla Shareholder Meeting, November 6, 2025

Here's Elon Musk explaining why we'll have to move AI to deep space. “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. So, to move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To scale to Kardashev, to make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. I mean, Earth is a tiny dust mote. Earth, to scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Tesla Shareholder Meeting, November 6, 2025

ELON CLIPS

30,799 次观看 • 8 个月前