貝萊德：借 AI 風口繼續增配美股

港交所餘學勤回應 “24 小時交易”：延長一定的交易時間是可以考量的

英國房價因税收政策不確定性下跌 政府預算計劃即將公佈

台股加權指數下跌 1.2% 台積電引領下跌

《大行》摩通降農夫山泉目標價至 55 元  續予「增持」評級

<p>To address the surge in AI computing power demand and ground power bottlenecks, American tech giants are collectively turning to the concept of "space data centers." Google plans to launch prototype testing satellites in 2027, while companies like SpaceX and Blue Origin are also accelerating their layouts. This trend is being driven by the decrease in launch costs and the reshaping of capital narratives, pushing the field from a technological vision into the early validation stage</p>

- The explosive growth in AI's demand for computing power has led U.S. tech giants to explore the concept of "space data centers" to alleviate ground infrastructure bottlenecks.  
- Companies like Google and startups such as Starcloud are actively testing AI technologies in space, driven by the need for sustainable energy solutions and lower operational costs.  
- Despite concerns over radiation risks and maintenance challenges, the decreasing costs of rocket launches are making space data centers a viable commercial prospect, reshaping capital expenditure expectations in the hardware sector.

Wallstreetcn

Alphabet

Amazon

NVIDIA

Tesla

Rocket Lab

AST SpaceMobile

Planet Labs

Echostar

Destiny Tech100

Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centers

HK, US stocks top stories