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SpaceX has acquired xAI. They are going to build space-based data centers and help create the most valuable private company in the world.

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Anthony Pompliano 🌪

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418,776 görüntüleme • 5 ay önce •via X (Twitter)

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SpaceX is going to take over the world. 🌎 Just wait till they send data centers to space. 🚀
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SpaceX is going to take over the world. 🌎 Just wait till they send data centers to space. 🚀

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SpaceX will be the most valuable company in the world.✍️ Bookmark this.
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SpaceX will be the most valuable company in the world.✍️ Bookmark this.

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The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet
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The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

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Elon Musk said that SpaceX has acquired his artificial-intelligence startup xAI in a record-setting deal that unifies his AI and space ambitions by combining the rocket-and-satellite company with the maker of the Grok chatbot
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Elon Musk said that SpaceX has acquired his artificial-intelligence startup xAI in a record-setting deal that unifies his AI and space ambitions by combining the rocket-and-satellite company with the maker of the Grok chatbot

Reuters

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Elon Musk has pulled off the most iconic corporate merger in history, uniting SpaceX and xAI to form the largest private company ever created, with a staggering combined valuation of $1.25 trillion
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Elon Musk has pulled off the most iconic corporate merger in history, uniting SpaceX and xAI to form the largest private company ever created, with a staggering combined valuation of $1.25 trillion

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🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine
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🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

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“The most important thing that’s going to happen in the world in the next 3-4 year is data centers in space” - Gavin Baker We have the first Nvidia H100 operating in space at 🚀
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“The most important thing that’s going to happen in the world in the next 3-4 year is data centers in space” - Gavin Baker We have the first Nvidia H100 operating in space at 🚀

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The renewable energy company Panthalassa says it has a solution to the proliferation of AI data centers, which consume massive amounts of energy and are the cause of increased carbon pollution: sea-based data centers, powered by wave energy. David David Pogue examines what Panthalassa's alternative to land-based data centers may mean.
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The renewable energy company Panthalassa says it has a solution to the proliferation of AI data centers, which consume massive amounts of energy and are the cause of increased carbon pollution: sea-based data centers, powered by wave energy. David David Pogue examines what Panthalassa's alternative to land-based data centers may mean.

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🚨 Prince Al-Waleed on Elon Musk: "Mr. Musk has proven to be a leader in each industry he gets into. He's a leader in EV car, Tesla. He's a leader in space, almost 98% of all satellites go in world, they are through his company, SpaceX, so the Neuralink, Boring Company, 𝕏/xAI"

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$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.
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$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.

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Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."
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Are Data Centers Worth the Noise to Local Communities? "Multiple cities of people have filed lawsuits and complaints against these data centers because of the noise." "The first question I ask myself is, are we gonna need data centers in America? Yes, if we wanna compete in the modern world, in the modern economy, we are going to need them. They are good for society and good for the economy."

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SpaceX is now live on Roxom. The most valuable private company on Earth. Now yours to trade. To celebrate, we're giving 1 share of $SPCX to someone, anywhere in the world. Follow @Roxom + Quote + Reply your RoxID.
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SpaceX is now live on Roxom. The most valuable private company on Earth. Now yours to trade. To celebrate, we're giving 1 share of $SPCX to someone, anywhere in the world. Follow @Roxom + Quote + Reply your RoxID.

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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:
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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:

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SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:
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SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

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CEO Jensen Huang’s space ambitions get a speedy rundown at #NVIDIAGTC. Simply put: “We’re going to build data centers in space.”
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CEO Jensen Huang’s space ambitions get a speedy rundown at #NVIDIAGTC. Simply put: “We’re going to build data centers in space.”

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.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."
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.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

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We are going to put an AI factory right next to your fully governed enterprise data and it is going to produce intelligence - the most valuable commodity the world has ever produced - even while you sleep. 🔥🔥 $SNOW $NVDA
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We are going to put an AI factory right next to your fully governed enterprise data and it is going to produce intelligence - the most valuable commodity the world has ever produced - even while you sleep. 🔥🔥 $SNOW $NVDA

Brad Gerstner

136,240 görüntüleme • 3 yıl önce

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?
1:29

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,777 görüntüleme • 5 ay önce