埃隆·马斯克将SpaceX与xAI(及X平台)合并。

内容来源:https://www.theverge.com/tech/872619/elon-musk-merges-spacex-with-xai-and-x
内容总结:
埃隆·马斯克正式宣布,将其领导的太空探索技术公司(SpaceX)与人工智能公司xAI(旗下拥有社交平台X)合并,旨在打造一个集人工智能、航天火箭、太空互联网、直连移动设备通信及实时信息平台于一体的“超级创新引擎”。合并后公司估值达1.25万亿美元。
马斯克在声明中阐释,当前人工智能发展受限于地面数据中心巨大的能耗与冷却需求,而太空将成为解决算力瓶颈的根本出路。他预计未来2至3年内,太空将成为成本最低的AI算力来源。为此,SpaceX已向美国联邦通信委员会申请发射最多100万颗数据中心卫星星座,构建太空计算网络。
此次合并亦将近期陷入欧盟调查的社交平台X纳入同一架构。值得注意的是,特斯拉上周披露将向xAI投资20亿美元,而市场曾传闻SpaceX亦可能考虑与特斯拉合并。
据透露,SpaceX去年盈利约80亿美元,仍计划于今年内启动首次公开募股。马斯克展望,太空数据中心带来的技术突破将为实现月球基地、火星文明乃至宇宙扩张提供资金与能力支撑。
中文翻译:
埃隆·马斯克正将其领导的两家公司——太空探索技术公司(SpaceX)与人工智能公司xAI(该公司同时拥有社交平台X)合并为一家实体。根据马斯克发布的声明:
埃隆·马斯克将SpaceX与xAI(及X平台)合并
原来这就是他所说的"万能应用"的真正含义。
原来这就是他所说的"万能应用"的真正含义。
SpaceX已完成对xAI的收购,从而构建出地球(及地球外)最具雄心的垂直整合创新引擎——融合人工智能、火箭技术、天基互联网、直连移动设备通信以及全球领先的实时信息与自由言论平台。这不仅是SpaceX与xAI使命的新篇章,更是全新的纪元:我们将通过规模化发展,创造一个具有感知能力的"太阳"来理解宇宙,并将意识之光延伸至星辰!
当前人工智能的进展依赖于大型地面数据中心,这些设施需要巨大的电力供应和冷却系统。即便在短期内,若不牺牲社区利益与环境可持续性,仅靠地面解决方案根本无法满足全球AI产业的电力需求。
从长远来看,天基人工智能显然是实现规模化的唯一途径。仅利用太阳百万分之一的能量,就需消耗超过人类文明当前总能耗百万倍以上的能源!
因此,唯一合理的解决方案是将这些资源密集型项目转移至拥有充沛能源与广阔空间的地方。毕竟,"太空"之所以被称为"太空",正是因其无限广袤。
在声明中,马斯克还阐述了专门为AI计算设计新型卫星星座的必要性:
据我估算,未来2到3年内,成本最低的AI计算生成方式将出现在太空。仅凭这种成本效益,就足以推动创新企业以前所未有的速度和规模训练AI模型、处理数据,加速人类理解物理学和发明普惠技术的突破。
新星座将建立在成熟的太空可持续性设计与运营策略基础上,包括已在SpaceX现有宽带卫星系统中验证成功的寿命末期处置方案。
马斯克同时宣称:
实现天基数据中心所解锁的能力,将为月球自生长基地、火星完整文明乃至最终的宇宙扩张提供资金与技术保障。
此次合并紧随SpaceX上周向美国联邦通信委员会提交的申请——该公司计划发射最多100万颗环绕地球的数据中心卫星星座。这笔交易也使SpaceX与X平台合并为一家公司,而X平台近期因Grok生成的未经同意的色情深度伪造内容,正面临欧盟的严格审查与调查。
据彭博社报道,合并后的SpaceX与xAI公司估值达1.25万亿美元,SpaceX仍计划于今年晚些时候进行首次公开募股。路透社数据显示,SpaceX去年利润约80亿美元。
美国消费者新闻与商业频道称,SpaceX与xAI的交易于本周一完成。上周,路透社与彭博社均报道了这项潜在交易,彭博社还透露SpaceX曾"考虑"与马斯克同样领导的特斯拉合并。
根据特斯拉上周发布的财报,该公司披露将向xAI投资20亿美元。
英文来源:
Elon Musk is merging two of the companies that he leads, SpaceX and xAI (which also owns X), into one. According to an announcement from Musk:
Elon Musk merges SpaceX with xAI (and X)
So that’s what he meant by the everything app.
So that’s what he meant by the everything app.
SpaceX has acquired xAI to form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free speech platform. This marks not just the next chapter, but the next book in SpaceX and xAI’s mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars!
Current advances in AI are dependent on large terrestrial data centers, which require immense amounts of power and cooling. Global electricity demand for AI simply cannot be met with terrestrial solutions, even in the near term, without imposing hardship on communities and the environment.
In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses!
The only logical solution therefore is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.
As part of the announcement, Musk discusses the need for a new constellation of satellites designed for AI compute:
My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space. This cost-efficiency alone will enable innovative companies to forge ahead in training their AI models and processing data at unprecedented speeds and scales, accelerating breakthroughs in our understanding of physics and invention of technologies to benefit humanity.
This new constellation will build upon the well-established space sustainability design and operational strategies, including end-of-life disposal, that have proven successful for SpaceX’s existing broadband satellite systems.
He also claims that:
The capabilities we unlock by making space-based data centers a reality will fund and enable self-growing bases on the Moon, an entire civilization on Mars and ultimately expansion to the Universe.
The merger follows SpaceX’s filing with the FCC last week to get approval to launch a constellation of as many as 1 million data center satellites orbiting Earth. The deal also brings SpaceX and X, which is under intense scrutiny and an investigation in the EU because of the nonconsensual sexualized deepfakes generated by Grok, into one company.
The combined company of SpaceX and xAI has a valuation of $1.25 trillion, and SpaceX still plans to IPO later this year, Bloomberg reports. SpaceX earned about $8 billion in profit last year, according to Reuters.
The deal between SpaceX and xAI was completed on Monday, CNBC says. Last week, Reuters and Bloomberg reported that the potential deal was on the table, with Bloomberg also reporting that SpaceX was “considering” merging with Tesla, which is also led by Musk.
As part of its earnings reported last week, Tesla disclosed that it would be investing $2 billion in xAI.